Case Study: Morningstar achieves a 26% boost in Premium-trial engagement and agile, personalized marketing with Adobe Experience Cloud

Morningstar gains greater marketing intelligence and agility through Adobe Experience Cloud

Morningstar, a Chicago-based investment research firm founded in 1984, set out to modernize its digital presence after relying on two decades of in-house tools. The company needed a more agile, reliable platform to support personalization, advanced analytics and testing, faster content creation, and standardized creative workflows to better serve varied investor audiences and future-proof its technology investments.

Morningstar standardized on Adobe Experience Cloud—deploying Adobe Experience Manager, Target, Analytics, and Creative Cloud with Adobe Professional Services—and rebuilt its marketing organization around templates, personas, and rapid testing. The new stack enabled faster time to market, scalable persona-based experiences, improved design collaboration, and real-time measurement; outcomes included reduced customer-acquisition costs and a 26% year-over-year increase in customer engagement for Premium trials.

Morningstar

Rob Pinkerton

CMO