Case study | 4 mins read
A global fintech leader running one of the world’s largest online payment platforms was struggling with a tangled, aging marketing stack. In just nine months, eClerx’s martech experts re-platformed them to Adobe Marketing Cloud without disruption, as well as cutting campaign turnaround times by 50%, reducing project costs by nearly 30%, and migrating 80% of its active campaigns.
Headquartered in the United States, the client is one of the top five financial platforms across the globe, and is consistently featured in the top 200 on the Fortune 500. Over time, their current martech stack began to show its age. Years of patchwork systems, custom fixes, and legacy tools had created a complex environment that was hard to manage, hard to scale, and even harder to use for modern, real-time marketing. Struggling with issues like data latency and inconsistent audiences, they needed to perform a large-scale migration of their existing systems to a more modern framework like the Adobe Experience platform.
The challenge
This organization’s martech stack was built on a combination of Salesforce Marketing Cloud (SFMC) and on-premise systems supported by an enterprise data warehouse (EDW). The existing architecture required heavy engineering effort to process and activate real-time customer data.
Behind the scenes, the fragmented and increasingly complex environment posed several challenges:
- Customer data lived across disconnected systems
- Campaigns relied on heavy engineering support
- Audiences were inconsistent from one channel to another
- Real-time personalization was difficult
- Scaling campaigns took too long and cost too much
Every change introduced risk. Every new campaign took longer than it should. And the more the business grew, the harder the platform was to keep up. The company knew it needed to move to a modern Adobe foundation, but a migration of this size could easily disrupt live campaigns and business-critical workflows.
Our strategy
As a Gold Level Partner within Adobe’s Solution Partner Program, eClerx leveraged its expertise with previous Adobe Martech transformations, deploying a holistic three-step approach:
- Technical implementation: Assessment and set-up of a modern, scalable Adobe Experience foundation by migrating data, rebuilding critical capabilities, and minimizing disruption to ongoing marketing operations.
- Campaign migration: Migrating and rationalizing campaigns and content to accelerate time-to-market while improving consistency, quality, and reuse.
- Ops model enablement: Enabling teams, processes, and governance to ensure long-term adoption, agility, and ROI from the new platform.
Here’s how it works.
Technical implementation
eClerx began with a deep assessment of the fragmented martech environment, identifying limitations in data centralization, real-time engagement, and campaign execution. It then moved on to a phased migration to a unified Adobe Experience Platform foundation, carefully sequencing data and content transfers over several months to minimize disruption.
In parallel, the team rebuilt critical custom capabilities such as customer stratification logic, complex contact frequency rules, and advanced analytics workflows. The resulting platform was configured to support real-time data ingestion, activation, and analysis.
Campaign migration
With the platform foundation in place, eClerx turned its focus to campaigns. But instead of just migrating campaigns as-is, eClerx used the transition to clean house.
- Streamlined existing campaigns
- Standardized assets and templates
- Created reusable libraries for audiences, content, and components
This modular structure cut duplication, improved consistency, and made it far easier for teams to launch new campaigns without engineering support.
Ops model enablement workstream
To ensure long-term adoption and value realization, eClerx redesigned the operating model around how teams actually work, redefining roles across data, content, audience, and journey teams.
They introduced clear workflows and governance so teams could move faster without losing control. Targeted training helped marketers take ownership of the new platform from day one.
This combination of process, governance, and upskilling ensured the organization was prepared to fully leverage the Adobe Experience Platform from launch, reducing reliance on engineering teams and accelerating time to value.
The results
Over several months, eClerx fully transformed the client’s martech stack to a customized Adobe Experience Platform. This differentiated approach delivered several notable benefits, including simplified data models, a centralized library for campaign assets, and customer journey testing with example user profiles to ensure successful marketing launches.
The results:
- 80% of 100+ campaigns migrated within 9 months
- 40–50% faster campaign turnaround times
- 30+ improvement opportunities identified for future expansion
- Up to 30% lower project costs
- Centralized campaign and content libraries
- Simplified data models
- Real-world journey testing to validate launches
The client continues to work with eClerx to extend its Adobe platform, explore new Adobe capabilities, and introduce AI-driven solutions to keep improving speed, quality, and performance.
As an Adobe Gold Solution Partner, eClerx specializes in large-scale Adobe migrations and modern marketing transformations. For this engagement, the work focused on Adobe Marketing Cloud and performing large-scale migrations at enterprise scale to align with future use of Adobe Experience Platform.
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