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Reporting and Benchmarking

Know What’s Working. Prove It. Improve It.

Custom dashboards. Industry benchmarks. AI-powered insights. StoneShot helps you visualize performance, prove ROI, and optimize with confidence.

StoneShot gives you purpose-built analytics tools that translate raw data into tailored, visual insights—plus benchmarking to see how you stack up against your peers.

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Custom dashboards

Dashboards

Custom Dashboards

No two teams measure success the same way. StoneShot lets you build dashboards tailored to your priorities — whether you're tracking campaign performance, event ROI, advisor engagement, or investor behavior. With drag-and-drop widgets and flexible filters, your key metrics are always front and center.

Rich Analytics

Extensive Campaign Analytics

Dig deeper into every campaign without getting lost in the data. Spot shifts in engagement, compare channels, and surface trends across opens, clicks, bounces, and conversions — all in one intuitive reporting view. It’s everything you need to measure what’s working and why.

Extensive campaign analytics
AI-powered benchmarking

Industry Benchmarking

AI-Powered Benchmarking

This is where StoneShot stands apart. Because we work exclusively with financial services firms, our benchmarking data is tailored to your world, not generic cross-industry averages. See how your metrics stack up to your peers, get AI-driven suggestions for improvement, and turn insights into action.

Save Time

Data Visualizations Built for Action

Complex data doesn’t have to be complicated. Our clean, interactive visualizations help you quickly communicate performance to stakeholders and spot where to focus next. Whether you're sharing results with Sales, Compliance, or senior leadership - your story lands clearly and powerfully.

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Data visualizations built for action

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 AI-powered benchmarking?
StoneShot’s AI-powered benchmarking compares your metrics with similar financial services firms. It uses real industry data rather than generic averages, helping you track performance and spot opportunities.
How do custom dashboards help me?
You can build dashboards tailored to your team’s goals, such as campaign results, client engagement, or advisor trends. It’s flexible, visual, and easy to update as priorities change.
What kinds of analytics are available?
You get detailed insights across opens, clicks, bounces, conversions, and engagement trends. Compare campaigns, measure performance shifts over time, and see which content is driving results.
How is benchmarking tailored for financial services?
We only work with financial services brands, so your data is compared with firms like yours. That means you're not benchmarking against irrelevant industries or consumer audiences.
How is data privacy handled in benchmarking?
All benchmark data is anonymised and aggregated. We never share client-specific results or allow anyone to access your private performance data.
Do I need to be a platform expert to use this feature?
Yes. This allows us to categorize, aggregate and compare you to your peers.
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