Case Study: Scottrade achieves faster, personalized client experiences and cross-channel marketing attribution with Adobe Marketing Cloud (Adobe)

Scottrade attracts customers across channels

Scottrade, the St. Louis–based brokerage founded to bring low‑commission trading to individual investors (est. 1980; 3.5M+ accounts), needed to deliver personalized, one‑to‑one digital experiences while improving cross‑channel insights, attribution, and standardized marketing processes—without sacrificing speed, compliance, or quality.

Scottrade implemented Adobe Marketing Cloud (Analytics, Media Optimizer, Experience Manager, and Dynamic Tag Management) with Adobe Consulting support to centralize data, speed content authoring, and unify online/offline attribution. The result: faster, compliant delivery of personalized experiences, clearer segment- and campaign-level attribution (correlating ~95% of marketing touches with asset movement), improved channel optimization and bidding, and stronger marketer visibility across channels that drives loyalty.

Scottrade

Bill Dehlendorf

Interactive Advertising Analyst