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Scoring That’s Sales-Ready

Go Beyond Generic Lead Scoring with Strategy-Level Insights

StoneShot’s Engagement Scoring digs deeper. We track interest by product, strategy, or topic, giving your sales team clear signals on who’s interested and in what.

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Engagement scoring
Tag everything

Multi-Channel Tracking

Tag Everything, Track Anything

Assign tags to your content — emails, links, landing pages, webinars, videos, and more. Engagement with these tagged assets contributes to individual scores at the product or strategy level.

Customizable Scoring for Your Strategy

Tune Your Scoring for Maximum Precision

Assign more value to key pieces of content like product pages, fund updates, or proprietary research. You can also set score decay rates so interest naturally fades over time, helping your team focus on what’s hot now.

Integrated with Workflows

Turn Scores into Action

Use engagement scores to trigger personalized email journeys, update contact lists, or alert sales teams when a prospect is warming up. Everything is workflow-ready — no manual sorting required.

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 engagement scoring?
Engagement scoring assigns a score to each contact based on their behavior — like email opens, clicks, and site visits — helping you measure how engaged they are with your content.
Why does a scoring system matter?
It allows you to spot highly engaged leads, identify at-risk contacts, and tailor your outreach.
What behaviors influence the score?
Scores typically factor in actions like email opens, clicks, conversions, unsubscribes, bounces, and website interactions — aggregated into a single metric.
Is the score based on real-time data?
Yes, scores update continuously as users interact, giving you real-time visibility into who’s engaged, dormant, or heating up.
How should I use engagement scoring?
Use the scores to segment contacts. For example, you can target engaged contacts with promotion emails or re-engage lower scorers with helpful content — improving ROI and minimising waste.
Are all engagement scores the same?
No, scoring models vary. You can weigh behaviors based on your business goals, assign decay over time, or benchmark against industry norms.
Can engagement scoring help with churn or increasing revenue?
Absolutely. Engagement scores serve as early indicators of at-risk clients or upsell potential, helping your client team act proactively.
Is it complicated to use engagement scoring?
Not at all. With StoneShot, the scoring is calculated for you. You just use the score to filter, segment, and act. No manual calculations needed.
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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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