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Email Builder

Build Beautiful, On-Brand Emails with Ease

StoneShot’s Email Builder gives financial services marketers the power to create, personalise, and launch professional campaigns at scale. Whether you’re using our investment-focused templates or your own, every email you send is sharp, engaging, and always on-brand.

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Intuitive email builder
Investment focused templates

Email Library

Investment-Focused Templates

Access a curated library of professionally designed templates built specifically for financial communications — including fund updates, market commentary, event invites, and more. Each one is fully customizable within the Email Builder to match your brand and messaging.

Brand Manager

Centralized Brand Management

Set your brand standards once — and every email follows them. StoneShot’s Brand Manager automatically applies your logos, fonts, and colors across all templates, ensuring every campaign is polished, consistent, and fully on-brand.

Centralized brand management
Streamline design with simplified customization

Content Blocks

Streamline Design with Simplified Customization

No design or HTML experience? No problem. Our builder uses a flexible, layout-based interface that makes email creation intuitive and fool proof. Build polished emails using custom layouts, components, and templates perfectly tailored to your brand strategy.

Feature Rich Editor

Powerful Editing Built In

Craft polished content without leaving the platform. Format text with ease, insert and style tables, and crop or resize images directly in the editor. With everything built in, there's no need to switch tools or slow down your process — just edit, preview, and send.

Powerful editing built-in

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"

G2 Logo.

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.

StoneShot is rated
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Frequently Asked Questions

What is the Email Builder?
The Email Builder lets financial services marketers craft polished, on-brand emails using investment-focused templates or custom designs. You can build campaigns quickly, personalize with dynamic content, and stay fully compliant without needing code.
What creation options are available?
You can use the drag-and-drop Email Builder, paste your own HTML code, or have our team handle the email build and send it for you. This flexibility ensures you can work in the way that suits you best
How do I maintain brand consistency?
Our centralized Brand Manager lets you control logos, fonts, colors, buttons, and disclaimers. Once updated, changes flow across all email assets, guaranteeing brand alignment in each campaign.
Can I personalize emails for recipients?
Yes. Seamlessly insert dynamic fields like sales manager details or personalized content blocks tailored by CRM data, making your messages feel individual and relevant to each recipient.
Does the builder support image editing and layout management?
Absolutely. You can upload and edit images (crop, rotate, apply filters), manage layouts visually, and preview designs on desktop and mobile—all with intuitive controls inside the Email Builder.
How do I optimize when emails get sent?
Use Send Time Optimization to deliver emails when each recipient is most likely to engage. The StoneShot platform learns individual behavior patterns and adjusts delivery times automatically.
What testing and scheduling features are included?
The tool allows A/B testing for subject lines, quick previews, internal sharing, and sending test emails. When ready, schedule your campaign or use Send Time Optimization to deliver emails when your audience is most likely to engage.
Is the Email Builder easy to use?
Designed for marketers not coders, the platform is intuitive and user-friendly. Whether you're building an email, selecting templates, or scheduling sends, there's minimal learning curve and maximum speed.
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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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