We Help Financial Marketers Elevate Your Emails Simplify Event Journeys Send at the Right Time Block Bot Clicks
StoneShot streamlines marketing for financial services teams to drive engagement, enhance the client experience, and operate more efficiently.
We’re Trusted by Industry-Leading Retail, Institutional, and Private Banking Firms
StoneShot Features
Our Email and Event Marketing platform is packed with powerful features designed to enhance engagement and deliver exceptional client experiences.
Centralized Brand Management
StoneShot’s Brand Manager gives you complete control over your brand identity — from logos and fonts to disclaimers and color palettes — all in one centralized place. Every email, form, event and microsite reflects your brand exactly as it should, with zero manual styling.
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BotShield to Block Bot Activity
Powered by advanced pattern recognition, our proprietary BotShield technology automatically detects and blocks bot-driven opens, clicks, form submissions, and page views—ensuring your marketing metrics reflect real human interactions.
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Reporting and Benchmarking
Designed specifically for financial marketers, our reporting and benchmarking tools turn raw data into meaningful, visual insights. Build custom dashboards tailored to your goals, track campaign performance with precision, and uncover trends that matter.
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Intuitive Email Builder
StoneShot’s Email Builder lets you quickly create professional, personalized campaigns using our library of investment-focused templates or your own custom designs. Advanced image editing, dynamic components, and centralized brand controls ensure every email stays on-brand and delivers results.
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Hyper Personalization
Deliver tailored experiences with StoneShot’s powerful personalization tools. Effortlessly pull contact details from your CRM, send directly from sales managers, and customize content based on preferences, segments, or custom fields. It’s simple to set up—and memorable for your clients.
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Send Time Optimization
Maximize engagement by delivering each email at the perfect moment. StoneShot’s Send Time Optimization uses AI and machine learning to analyze behavior and pinpoint the ideal send time for every contact—so your message lands when they're most likely to engage.
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Event Journey Builder
Whether it’s a single-venue event, multi-city roadshow, or online webinar, StoneShot’s Event Journey Builder streamlines every step. Automatically generate on-brand emails, registration forms, calendar invites, certificates of attendance, and more—powered by proven schedules from over 6,400 investment events.
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Email Scheduling and Alerting
StoneShot simplifies event communications with automated, on-brand emails for invites, reminders, confirmations, and follow-ups. Choose from our library of best-practice templates or create your own—fully styled via the Brand Manager. After the event, personalized CPD/CE certificates are automatically generated and sent to attendees, saving you time and effort.
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Event Check-in
StoneShot’s Event Check-In app makes on-site registration fast and seamless. Easily check in attendees using QR codes, update contact details, and register walk-in colleagues. Our new web-based app supports mobile and tablet devices and enables both staff-assisted and self check-in options for a smoother event experience.
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Blog/Insights Automation
Keep your audience engaged with automated emails powered by your blog or insights feed. Our Content Distribution System pulls content directly from your website and delivers tailored emails based on each client’s preferences. Clients stay informed on what matters to them, while you save time and gain visibility through detailed engagement analytics.
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Automated Document Distribution
StoneShot detects updates in your document library and distributes them based on each client’s selected funds, region, and preferred frequency. Built to support global teams with multiple distribution groups, you can segment clients by their location, ensuring clients receive only what’s relevant to them.
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Workflow Journey Builder
Design and automate client journeys with StoneShot’s Workflow Journey Builder. From onboarding to reengagement, trigger workflows based on client actions and set rules to guide every step. Reduce manual effort, minimize errors, and ensure every client gets the right message at the right time—automatically.
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Engagement Scoring
StoneShot’s Engagement Scoring goes beyond traditional lead scoring by tracking interest at the product or strategy level - across emails, events, and your website - ensuring your sales team can quickly identify high-interest prospects and prioritize outreach.
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Visitor Tracking
StoneShot’s Visitor Tracking reveals how individual clients interact with your website—not just overall traffic. See exactly which pages they visit, track engagement by product, and assign scores to key actions. Integrated with Salesforce, web activity appears alongside email, event, and video history, helping sales teams identify intent and trigger timely, relevant follow-ups.
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StoneShot for Sales
StoneShot for Sales bridges the gap between Sales and Marketing by enabling client-facing teams to send targeted, on-brand email campaigns directly from Salesforce or Microsoft Dynamics. Marketing sets the guardrails—templates, branding, and compliance—while Sales gains the flexibility to engage their contacts at scale.
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Enterprise Grade Security
At StoneShot, security is built into everything we do. We manage our entire infrastructure in a co-location environment, giving us full control over performance and protection. Certified to SOC 2 Type II standards, we combine strict access controls, real-time monitoring, and proactive maintenance to keep your data safe and compliant.
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Premium Deliverability
Built solely for financial services firms, StoneShot’s email infrastructure is optimized for maximum inbox placement. With established domain reputation, dedicated IPs, and whitelisting with major financial institutions, your emails are trusted by receiving servers. It’s deliverability you can count on.
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SecureKeys Keeps Your Data Safe
StoneShot SecureKey provides enterprise clients with dedicated marketing automation infrastructure for better performance, scalability and security. Control your database encryption by providing and managing your own encryption keys, ensuring top-tier security and compliance.
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Our services combine strategic insight with hands-on execution to help you craft, manage, and elevate your marketing campaigns.
Strategic Consulting
A thoughtful onboarding sets the tone for everything that follows. That’s why our Strategic Consulting is the first, and most critical, step of your journey with StoneShot. We partner with you to align platform capabilities with your business goals, map out your audience segmentation, and plan campaigns that deliver measurable impact. With the right strategy in place from day one, you’ll maximize the value of your investment and set your team up to succeed.
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Data Migration and CRM Integration
Our team ensures a smooth transition by securely migrating your data and integrating StoneShot with your CRM. We make sure your contacts, preferences, and history are fully aligned and ready to use from day one. Our Salesforce and Dynamics administrators can work with your team to make onboarding a success.
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Platform Training and Enablement
We train and enable your team to use StoneShot with confidence. Through hands-on sessions, resources, and ongoing support, we help you master the platform, so you can launch campaigns and deliver results faster.
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Email Design and Build
Whether you want to create emails yourself with our intuitive builder or have us design, test, and launch them for you, we’re here to collaborate. Using our responsive email framework, we help you deliver polished, on-brand campaigns as an extension of your team, every step of the way.
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Product and Event Microsites
Our in-house designers, coders, and front-end developers work with you to create responsive, on-brand landing pages and microsites that elevate your product launches and event campaigns. From concept to code, we help bring your ideas to life and deliver seamless client experiences.
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Campaign QA and Testing
Mistakes can cost trust. We help you avoid them. Our team works alongside yours to thoroughly test and QA your email campaigns, ensuring they look great, work flawlessly, and reach the right audience. From copy to code to deliverability, we’ve got your back before you hit send.
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Custom Reporting and Dashboards
Off-the-shelf reports don’t always cut it. We design custom dashboards and reports tailored to your KPIs, giving you clear, actionable insights that reflect what matters most to your business. Turn data into decisions with reporting that fits you perfectly.
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Bespoke Application Development
When your needs go beyond standard features, we’re here to help. Our in-house developers can design and build bespoke applications that extend the StoneShot platform — solving unique challenges and creating new opportunities for engagement.
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API Integrations and Automation
Leverage the full power of StoneShot with our flexible API. Seamlessly integrate your CRM, website, or apps, and automate workflows to save time and reduce errors. All while delivering a smoother client experience.
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See the Impact We’ve Made for Others
Explore Case Studies
“StoneShot helped us get organized and become more professional. We now have one centralized system for managing distribution lists, handling new subscribers seamlessly, and tracking user engagement. Our email marketing is now on par with the biggest investment companies in the world.”
Paul Severin
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- Improved email open rates and interaction with distributed content
- Growing subscriber base and heightened interest in insights
- Professional-grade content distribution and client engagement
“With StoneShot we can track what people are interested in, what emails they’re working on. It’s allowed us to customise our responses to those emails that actually gain results. It’s had a significant impact on our engagement.”
Will Drawbridge
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- Consolidated all digital marketing into one unified, trackable platform
- Dramatically improved campaign speed, accuracy, and responsiveness
- Delivered consistent, on-brand digital experiences across web, email, and content
“One of the things that stood out to me was StoneShot’s ability to truly work with you to give you a custom approach. They never made me feel like just another client. The attention to detail and hand-holding through the entire process was incredibly valuable.”
Lana Brkic
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- Improved email personalization, segmentation, and deliverability
- Streamlined webinar campaigns with better registration and follow-up
- A flexible, hands-on partner that feels like part of the team
Built to Integrate With Your Systems
Whether you’re using Salesforce or Microsoft Dynamics for CRM or engaging audiences through Brightcove, BrightTALK, ON24, Wistia, or Zoom, our integrations make everything work together smoothly.
Our flexible API lets you customize and automate even further, connecting StoneShot with your website, analytics platforms or corporate systems and tools.
We’re a Carbon Neutral Company
Climate change is a pressing issue that affects us all. As a responsible company, we understand the importance of taking action to combat climate change and to reduce our carbon footprint.
We’ve partnered with Carbon Neutral Britain since 2022 and we're one of the few marketing automation providers that's a carbon neutral company.
Users Voted StoneShot a Leader and High Performer on G2
We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.
Bank-Grade Security You Can Trust
When it comes to security, we don’t take chances. Trusted by the world’s largest investment and private banking firms, StoneShot delivers bank-grade protection for your data. We operate our own highly secure data center, ensuring your information stays safe and controlled.
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- Full Platform Access for 30 Days
- Send Emails Without Limits
- Effortless Event Marketing
