Case Study: Raymond James Financial strengthens client relationships and personalizes advisor outreach with Adobe Digital Publishing Suite

Raymond James Financial - Customer Case Study

Raymond James Financial, a wealth-management firm serving more than 2.5 million accounts (about $418 billion) through some 6,300 advisors, publishes WorthWhile, a high-end quarterly for high‑net‑worth clients. The company wanted to extend that print title into a multimedia, mobile-friendly format that advisors could personalize and distribute broadly while remaining cost‑efficient and compliant with regulatory review processes.

Using Adobe Digital Publishing Suite Enterprise with Adobe InDesign and Restricted Distribution, Raymond James created a branded digital edition with embedded video, slideshows and interactive features that advisors deliver via unique IDs. The solution reused existing print workflows for faster production and centralized content control for compliance; early results show advisor adoption, wider reach, lower distribution costs, measurable engagement via analytics, and a shortened path to client contact.

Raymond James Financial

Elaine Gibson

Graphic Designer, Raymond James