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Email Marketing

Simplify Your Email Marketing

Elevate client experiences and streamline your email marketing with StoneShot's powerful, easy-to-use tools designed to boost engagement and efficiency for financial services teams.

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Email marketing
Create emails effortlessly

Email Builder

Create Emails Effortlessly

Craft personalised, professional campaigns in minutes. Our intuitive Email Builder features a library of investment-focused templates, advanced image editing, dynamic components, and centralized brand controls for fast, compliant email production. Whether you’re using our built-in templates or your own, the Brand Manager helps you deliver beautiful, on-brand campaigns at scale.

Hyper Personalization

Personalized Email Content

Elevate the client experience by making every message feel personal. Send specific details related to a segmentation, preference, or custom field, or keep it simple by just addressing your recipients by their first name. It’s easy to get started, and a little personalization goes a long way.

Personalized email content
Accurate metrics

BotShield

Accurate Metrics

Did you know that over 20% of clicks are generated by bots? It might look like your CTR is soaring, but inflated metrics don’t help you hit your goals. BotShield uses AI to detect and trap bots before they distort your results, so Marketing can pass qualified leads to Sales with confidence.

Send Time Optimization

Send Emails that Land at the Perfect Moment

Even the best email can fall flat if it arrives at the wrong time. Our AI-powered Send Time Optimization ensures each message reaches your clients when they’re most attentive, improving both engagement rates and client satisfaction.

Send emails that land at the perfect moment
Boost engagement insights

Engagement Scoring

Boost Engagement Insights

StoneShot engagement scoring combines email opens and clicks, web page visits, event attendance, video views and fund document downloads to identify your most engaged clients. Pin-point engagement by creating sub-scores per product or strategy. Schedule automated reports or feed clients into automation workflows.

You'll be in Great Company

Trusted by boutiques and global financial services brands

  • BNY Mellon
  • Causeway
  • edentree
  • CIBC
  • Quilter Investors
  • UBS
  • Legal & General
  • BNP Paribas
  • HSBC
  • RBS
  • BlackRock
  • Alcentra
BNY Mellon Causeway edentree CIBC Quilter Investors UBS Legal & General BNP Paribas HSBC RBS BlackRock Alcentra

Here’s What Our Customers Have To Say

Users voted StoneShot a Leader and High Performer on G2

Built For Financial Services

“Stoneshot is one of the best comprehensive platforms for the asset management industry!"

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Verified User
Financial Services

User Friendly Design

"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."

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Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

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Verified User
Financial Services

We can help get more from your Marketing Budget

Elevate your email and events program with StoneShot. Learn how we've driven these successes.

55%

Reduction in Fake Opens and Clicks

19%

Increase in Quality Leads

80%

Reduction in Production Time

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.

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Frequently Asked Questions

What is email marketing?
Email marketing is the practice of sending targeted, relevant messages to your audience via email. In financial services, it’s a proven way to engage clients, share insights, promote events, and build long-term relationships.
How effective is email marketing compared to other channels?
Email consistently outperforms many other channels for ROI. Industry studies show that for every $1 spent on email marketing, the return can be $36 or more. It also delivers direct, measurable engagement without relying on algorithms, making it highly effective for client communications.
What are my options for creating emails?
You can build emails using our drag-and-drop Email Builder, paste in your own code if you prefer, or ask our team to create and send it for you.
How do I ensure emails stay on-brand every time?
Our Email Design System and Brand Manager centralize your logos, fonts, colors, and disclaimers so every email automatically matches your brand.
Can I personalize content for each recipient?
Yes. Merge dynamic content like first names, sender names, or other fields, and tailor entire content blocks to match client preferences or CRM segments.
How do I optimize when emails get sent?
Use Send Time Optimization to deliver emails when each recipient is most likely to engage. The platform learns individual behavior patterns and adjusts delivery times automatically.
Are there ready-made email templates?
Yes. Our library includes fully customizable, responsive templates for event invites, market updates, and insights tailored to financial services.
What analytic tools are available for email performance?
Access detailed metrics including opens, clicks, bounces, conversions, and device data. Compare results over time and customize dashboards to track what matters most.
What automation features help streamline sending?
Automatically pull fresh content from your website or blog into emails, or use preference-based automation to send tailored newsletters without manual effort.
How user-friendly is the platform?
StoneShot’s tools are intuitive and built for marketers. Whether you’re building an email, personalizing content, or analyzing results, it’s quick to learn and easy to use.
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Boost Engagement &
Conversions With StoneShot

  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns
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