Platform. Agency. Insights. For the modern financial marketer.

Marketing PlatformPlatform

Email marketing and event management for financial marketers

Agency servicesAgency

On-demand design, development and marketing services


Industry-specific reporting and marketing benchmarks



A powerful suite of solutions for financial marketers


On-demand design, development and marketing services


In-depth financial marketing analysis and consulting

Email Delivery Made Easy

Whether it’s a weekly newsletter, a quarterly report, or a fund factsheet, our marketing platform allows you to easily create and securely deliver sophisticated brand-accurate emails that look great on every device.

Animation showing StoneShot’s email builder feature. The user builds an email by dragging and updating layouts.

Create a Seamless Event Experience

Our event management solution will help you autonomously organize and manage events from scheduling and promotion, to registration and post-event communications.

Image showing StoneShot’s events page with upcoming events.

Event Scheduling

Track registration, attendee status, upcoming sessions, event capacity and more.

Promotion and Reminders

Manage and automate invites, reminders, and follow-up emails.

Metrics and Integration

Integrate detailed event reports with your other marketing solutions.
Image showing StoneShot’s tag report page with analytics on various elements linked to the respective tag.

Build Stronger Relationships with Personalized Content

Dynamic content distribution gives your subscribers the flexibility to control the topics that reach their inbox.

Image showing StoneShot’s tag report page with analytics on various elements linked to the respective tag.

Create Powerful Digital Journeys with Automated Workflows

Automate your email campaigns with an easy to use drag-and-drop workflow builder to increase engagement and nurture your clients.

Animation showing StoneShot’s workflow set up feature portraying a user journey of a typical user journey automation.

Our team has your back

StoneShot has a dedicated team of coders, creatives and marketing strategists for support and on-demand agency work.

Our platform integrates with the solutions you work in every day

Brightcove BrightTALK Contently Microsoft Dynamics Qumu Salesforce Wistia