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Integrations That Drive Results

Connect, Automate, and Scale Effortlessly

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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API integrations and automation
Seamless connections to the tools you use

Custom API Integrations

Seamless Connections to the Tools You Use

Our API is built to adapt, connecting StoneShot to the tools that matter most to your business. Our flexible and well-documented API is built to integrate seamlessly with the tools that matter most to your business. Whether you need to sync CRM data, link event platforms, or feed analytics systems, we’ll ensure data flows securely and consistently, and in real time.

Marketing Automation

Smarter Workflows for Personalized Experiences

We help you build automation workflows that power personalized campaigns, triggered emails, event follow-ups, and complex client journeys. All designed to deliver the right message at the right moment, without the manual lift.

Smarter workflows for personalized experiences
Enterprise grade security at every step

Secure, Compliant Data Exchange

Enterprise-Grade Security at Every Step

Security and compliance are non-negotiable, especially in financial services. Our API infrastructure is built with security and compliance at its core, ensuring client data is always handled responsibly and in line with industry regulations.

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
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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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