Shining a light on investments
For investors around the world, Morningstar brings clarity to the often complex world of financial information and investments. Since 1984, the company has built its brand on the idea that smart data management can make even the most complicated information more accessible. From its first publication, The Mutual Fund Sourcebook, through its cloud-based solutions today, Morningstar has set a high standard for delivering indepth financial news, information, and analysis for individuals and professionals.
Morningstar is a digital leader that understands the importance of having an agile, stable technology base and working with reliable partners to future-proof investments. As it set out to modernize its digital presence, the company prioritized making it faster and easier for individuals, advisors, and businesses to quickly find the information they need. “Morningstar.com relied on in-house tools created over the past 20 years,” says James McClamroch,
Senior Vice President, Individual Investor Software at Morningstar, Inc. “We wanted to transform our site to support the many types of investors who depend on Morningstar products. We needed a new content management system, as well as advanced analytics, personalization, and testing tools. As we evaluated products, it became clear that Adobe had the best solutions and it made sense to look closer at Adobe Experience Cloud.”
After further evaluation, Morningstar standardized on Adobe Experience Cloud, including implementing the Adobe Experience Manager and Adobe Target solutions within Adobe Marketing Cloud and the Adobe Analytics solution within Adobe Analytics Cloud. Adobe Professional Services made implementation even smoother through expert advice and best practices.
As part of its digital transformation, Morningstar rebuilt its team with new skills and new roles, creating a modern marketing organization designed to drive revenue with offers that support overall business goals. “Our customers view finance as vitally important but not always exciting, so it’s important for us to push digital and invigorate our brand with fantastic client experiences,” says Rob Pinkerton, CMO at Morningstar, Inc.. “Adobe is a trusted digital leader. We know we can rely on Adobe Experience Cloud to stay on top of the digital game for years to come.”