Background

We Help Financial Services Master Personalised Emails Custom Events Dynamic Content Email Campaigns

StoneShot streamlines marketing for financial services teams to drive engagement, enhance the client experience, and operate more efficiently.

We’re Trusted by Industry-Leading Retail, Institutional, and Private Banking Firms

StoneShot Features

Our Email and Event Marketing platform is packed with powerful features designed to enhance engagement and deliver exceptional client experiences.

Centralized Brand Management

StoneShot’s Brand Manager gives you complete control over your brand identity — from logos and fonts to disclaimers and color palettes — all in one centralized place. Every email, form, event and microsite reflects your brand exactly as it should, with zero manual styling.

Learn More

BotShield to Block Bot Activity

Powered by advanced pattern recognition, our proprietary BotShield technology automatically detects and blocks bot-driven opens, clicks, form submissions, and page views—ensuring your marketing metrics reflect real human interactions.

Learn More

Reporting and Benchmarking

Designed specifically for financial marketers, our reporting and benchmarking tools turn raw data into meaningful, visual insights. Build custom dashboards tailored to your goals, track campaign performance with precision, and uncover trends that matter.

Learn More

Brand Management

StoneShot’s Brand Manager gives you complete control over your brand identity — from logos and fonts to disclaimers and color palettes — all in one centralized place. Every email, form, event and microsite reflects your brand exactly as it should, with zero manual styling.

Learn More

Intuitive Email Builder

StoneShot’s Email Builder lets you quickly create professional, personalized campaigns using our library of investment-focused templates or your own custom designs. Advanced image editing, dynamic components, and centralized brand controls ensure every email stays on-brand and delivers results.

Learn More

Hyper Personalization

Deliver tailored experiences with StoneShot’s powerful personalization tools. Effortlessly pull contact details from your CRM, send directly from sales managers, and customize content based on preferences, segments, or custom fields. It’s simple to set up—and memorable for your clients.

Learn More

Send Time Optimization

Maximize engagement by delivering each email at the perfect moment. StoneShot’s Send Time Optimization uses AI and machine learning to analyze behavior and pinpoint the ideal send time for every contact—so your message lands when they're most likely to engage.

Learn More

Event Journey Builder

Whether it’s a single-venue event, multi-city roadshow, or online webinar, StoneShot’s Event Journey Builder streamlines every step. Automatically generate on-brand emails, registration forms, calendar invites, certificates of attendance, and more—powered by proven schedules from over 6,400 investment events.

Learn More

Email Scheduling and Alerting

StoneShot simplifies event communications with automated, on-brand emails for invites, reminders, confirmations, and follow-ups. Choose from our library of best-practice templates or create your own—fully styled via the Brand Manager. After the event, personalized CPD/CE certificates are automatically generated and sent to attendees, saving you time and effort.

Learn More

Event Check-in

StoneShot’s Event Check-In app makes on-site registration fast and seamless. Easily check in attendees using QR codes, update contact details, and register walk-in colleagues. Our new web-based app supports mobile and tablet devices and enables both staff-assisted and self check-in options for a smoother event experience.

Learn More

Blog/Insights Automation

Keep your audience engaged with automated emails powered by your blog or insights feed. Our Content Distribution System pulls content directly from your website and delivers tailored emails based on each client’s preferences. Clients stay informed on what matters to them, while you save time and gain visibility through detailed engagement analytics.

Learn More

Automated Document Distribution

StoneShot detects updates in your document library and distributes them based on each client’s selected funds, region, and preferred frequency. Built to support global teams with multiple distribution groups, you can segment clients by their location, ensuring clients receive only what’s relevant to them.

Learn More

Workflow Journey Builder

Design and automate client journeys with StoneShot’s Workflow Journey Builder. From onboarding to reengagement, trigger workflows based on client actions and set rules to guide every step. Reduce manual effort, minimize errors, and ensure every client gets the right message at the right time—automatically.

Learn More

Engagement Scoring

StoneShot’s Engagement Scoring goes beyond traditional lead scoring by tracking interest at the product or strategy level - across emails, events, and your website - ensuring your sales team can quickly identify high-interest prospects and prioritize outreach.

Learn More

Visitor Tracking

StoneShot’s Visitor Tracking reveals how individual clients interact with your website—not just overall traffic. See exactly which pages they visit, track engagement by product, and assign scores to key actions. Integrated with Salesforce, web activity appears alongside email, event, and video history, helping sales teams identify intent and trigger timely, relevant follow-ups.

Learn More

StoneShot for Sales

StoneShot for Sales bridges the gap between Sales and Marketing by enabling client-facing teams to send targeted, on-brand email campaigns directly from Salesforce or Microsoft Dynamics. Marketing sets the guardrails—templates, branding, and compliance—while Sales gains the flexibility to engage their contacts at scale.

Learn More

Enterprise Grade Security

At StoneShot, security is built into everything we do. We manage our entire infrastructure in a co-location environment, giving us full control over performance and protection. Certified to SOC 2 Type II standards, we combine strict access controls, real-time monitoring, and proactive maintenance to keep your data safe and compliant.

Learn More

Premium Deliverability

Built solely for financial services firms, StoneShot’s email infrastructure is optimized for maximum inbox placement. With established domain reputation, dedicated IPs, and whitelisting with major financial institutions, your emails are trusted by receiving servers. It’s deliverability you can count on.

Learn More

SecureKeys Keeps Your Data Safe

StoneShot SecureKey provides enterprise clients with dedicated marketing automation infrastructure for better performance, scalability and security. Control your database encryption by providing and managing your own encryption keys, ensuring top-tier security and compliance.

Learn More

Professional Services

Our services combine strategic insight with hands-on execution to help you craft, manage, and elevate your marketing campaigns.

Strategic Consulting

A thoughtful onboarding sets the tone for everything that follows. That’s why our Strategic Consulting is the first, and most critical, step of your journey with StoneShot. We partner with you to align platform capabilities with your business goals, map out your audience segmentation, and plan campaigns that deliver measurable impact. With the right strategy in place from day one, you’ll maximize the value of your investment and set your team up to succeed.

Learn More

Data Migration and CRM Integration

Our team ensures a smooth transition by securely migrating your data and integrating StoneShot with your CRM. We make sure your contacts, preferences, and history are fully aligned and ready to use from day one. Our Salesforce and Dynamics administrators can work with your team to make onboarding a success.

Learn More

Platform Training and Enablement

We train and enable your team to use StoneShot with confidence. Through hands-on sessions, resources, and ongoing support, we help you master the platform, so you can launch campaigns and deliver results faster.

Learn More

Email Design and Build

Whether you want to create emails yourself with our intuitive builder or have us design, test, and launch them for you, we’re here to collaborate. Using our responsive email framework, we help you deliver polished, on-brand campaigns as an extension of your team, every step of the way.

Learn More

Product and Event Microsites

Our in-house designers, coders, and front-end developers work with you to create responsive, on-brand landing pages and microsites that elevate your product launches and event campaigns. From concept to code, we help bring your ideas to life and deliver seamless client experiences.

Learn More

Campaign QA and Testing

Mistakes can cost trust. We help you avoid them. Our team works alongside yours to thoroughly test and QA your email campaigns, ensuring they look great, work flawlessly, and reach the right audience. From copy to code to deliverability, we’ve got your back before you hit send.

Learn More

Custom Reporting and Dashboards

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut et massa mi. Aliquam in hendrerit urna. Pellentesque sit amet sapien fringilla, mattis ligula consectetur.

Learn More

Bespoke Application Development

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut et massa mi. Aliquam in hendrerit urna. Pellentesque sit amet sapien fringilla, mattis ligula consectetur.

Learn More

API Integrations and Automation

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut et massa mi. Aliquam in hendrerit urna. Pellentesque sit amet sapien fringilla, mattis ligula consectetur.

Learn More

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.

Learn About Email Builder Learn About Email Builder
CTA Image
CTA Image

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.

Learn About Email Builder Learn About Email Builder

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!"

G2 Logo.

Verified User
Financial Services

User Friendly Design

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

G2 Logo.

Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

G2 Logo.

Verified User
Financial Services

Built to Integrate With Your Systems

Whether you’re using Salesforce or Microsoft Dynamics for CRM or engaging audiences through Brightcove, BrightTALK, ON24, Wistia, or Zoom, our integrations make everything work together smoothly.

Our flexible API lets you customize and automate even further, connecting StoneShot with your website, analytics platforms or corporate systems and tools.

Explore Integrations

Bank-Grade Security You Can Trust

When it comes to security, we don’t take chances. Trusted by the world’s largest investment and private banking firms, StoneShot delivers bank-grade protection for your data. We operate our own highly secure data center, ensuring your information stays safe and controlled.

Learn More

Browse Our 
Marketing Resources

Boost Engagement & Conversions With StoneShot

  • Full Platform Access for 30 Days
  • Send Emails Without Limits
  • Effortless Event Marketing

Trusted by Leading Financial Services

HSBC BNP Paribas UBS Quilter Investors Legal & General RBS
Backdrop

See the Impact We’ve Made for Others

Explore Case Studies Explore Case Studies

“StoneShot helped us get organized and become more professional. We now have one centralized system for managing distribution lists, handling new subscribers seamlessly, and tracking user engagement. Our email marketing is now on par with the biggest investment companies in the world.”

Paul Severin

Read Full Case Study

Customer Results

  • Improved email open rates and interaction with distributed content
  • Growing subscriber base and heightened interest in insights
  • Professional-grade content distribution and client engagement

“With StoneShot we can track what people are interested in, what emails they’re working on. It’s allowed us to customise our responses to those emails that actually gain results. It’s had a significant impact on our engagement.”

Will Drawbridge

Read Full Case Study

Customer Results

  • Consolidated all digital marketing into one unified, trackable platform
  • Dramatically improved campaign speed, accuracy, and responsiveness
  • Delivered consistent, on-brand digital experiences across web, email, and content

“One of the things that stood out to me was StoneShot’s ability to truly work with you to give you a custom approach. They never made me feel like just another client. The attention to detail and hand-holding through the entire process was incredibly valuable.”

Lana Brkic

Read Full Case Study

Customer Results

  • Improved email personalization, segmentation, and deliverability
  • Streamlined webinar campaigns with better registration and follow-up
  • A flexible, hands-on partner that feels like part of the team
Explore Case Studies Explore Case Studies
Explore All Insights Explore All Insights
Backdrop Backdrop

We’re a Carbon Neutral Company

Climate change is a pressing issue that affects us all. As a responsible company, we understand the importance of taking action to combat climate change and to reduce our carbon footprint.

We’ve partnered with Carbon Neutral Britain since 2022 and we're one of the few marketing automation providers that's a carbon neutral company.

Explore Sustainability

Here’s What Our Customers Have To Say

Built For Financial Services

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

G2 Logo.

Verified User
Financial Services

User Friendly Design

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

G2 Logo.

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

Background Shape

Maximising Value for Businesses

At StoneShot, we work closely with our customers to understand their goals and challenges. This helps us deliver meaningful results and real business value. Below are a few examples of how we've helped financial services marketers achieve measurable success.

HSBC

25%

Increase in Opens

25%

Increase in Clicks

20%

Average email open rate

Erste

50%

Increase in Opens

30%

Increase in Clicks

10%

Average email open rate

UBS

60%

Increase in Opens

40%

Increase in Clicks

5%

Average email open rate

Flexible Solutions for Every Business Size

StoneShot provides flexible solutions for businesses of all sizes, helping teams work efficiently and achieve meaningful results.

99.98%

Platform uptime

10M

Annual sends in 2024

5 min

Average response time

97%

Customer satisfaction rate

24/7

Support available

4 hrs

Average time to resolve ticket

Backdrop Backdrop

Boost Engagement &
Conversions
With StoneShot

  • Full Platform Access for 30 Days
  • Send Emails Without Limits
  • Effortless Event Marketing

You'll be in Great Company

We are trusted by a number of companies in the financial services sector

  • 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

You'll be in Great Company

We are trusted by a number of companies in the financial services sector

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

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

Verified G2 Reviewer Read Review on G2
background

How We Compare With Other Email Marketing Platforms on G2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut et massa mi. Aliquam in hendrerit urna. Pellentesque sit amet sapien fringilla, mattis ligula consectetur, ultrices mauris. Maecenas vitae mattis tellus.

StoneShot is rated
G2 Rating
By users on G2
G2 Grid

G2 Grid® for Event Marketing Software | Spring 2025

background

How We Compare With Other Email Marketing Platforms on G2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut et massa mi. Aliquam in hendrerit urna. Pellentesque sit amet sapien fringilla, mattis ligula consectetur, ultrices mauris. Maecenas vitae mattis tellus.

StoneShot is rated
G2 Rating
By users on G2
G2 Grid

G2 Grid® for Event Marketing Software | Spring 2025

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
G2 Rating
By users on G2
Badge Badge Badge Badge Badge Badge
Badge Badge Badge Badge Badge Badge

Users voted us a Leader for Email Marketing on G2

StoneShot is rated
G2 Rating
By users on G2
StoneShot is rated
G2 Rating
By users on G2

"Email & Event solutions for Financial Services that continuously evolve based on customer needs"

Frequently Asked Questions

What is Email Marketing?
Email marketing is an extremely effective channel for reaching professional investors and private clients. There's roughly a 40x return on investment.
What does StoneShot do?
StoneShot is an email and event marketing technology and services provider built exclusively for financial services. We help busy financial services marketing teams plan, execute, and measure campaigns that engage audiences through email communications and/or events.
Are StoneShot templates mobile responsive?
Yes, all of our library templates, including any custom templates, are optimized for all devices, allowing you to send emails that look amazing anywhere.
Can I bring my own email templates?
Yes! In addition to choosing from our built-in library or custom templates, you can also import your own by pasting the HTML code directly into the email builder.
How can I ensure my emails get delivered?
Ensuring your emails actually get delivered (and don’t land in spam folders) involves a combination of technical setup, content best practices, and ongoing reputation management. StoneShot helps you set up proper sender authentication and offers premium deliverability.
How can I optimize my email campaigns?
Optimizing your email campaigns involves improving engagement, deliverability, and conversion rates through strategy, testing, and analytics. We recommend starting with a clean, engaged mailing list, using features like A/B testing to craft strong subject lines, and enabling send time optimization to boost engagement.

Frequently Asked Questions

What is Email Marketing?
Email marketing is an extremely effective channel for reaching professional investors and private clients. There's roughly a 40x return on investment.
What does StoneShot do?
StoneShot is an email and event marketing technology and services provider built exclusively for financial services. We help busy financial services marketing teams plan, execute, and measure campaigns that engage audiences through email communications and/or events.
Are StoneShot templates mobile responsive?
Yes, all of our library templates, including any custom templates, are optimized for all devices, allowing you to send emails that look amazing anywhere.
Can I bring my own email templates?
Yes! In addition to choosing from our built-in library or custom templates, you can also import your own by pasting the HTML code directly into the email builder.
How can I ensure my emails get delivered?
Ensuring your emails actually get delivered (and don’t land in spam folders) involves a combination of technical setup, content best practices, and ongoing reputation management. StoneShot helps you set up proper sender authentication and offers premium deliverability.
How can I optimize my email campaigns?
Optimizing your email campaigns involves improving engagement, deliverability, and conversion rates through strategy, testing, and analytics. We recommend starting with a clean, engaged mailing list, using features like A/B testing to craft strong subject lines, and enabling send time optimization to boost engagement.

You’ll be in Great Company

We are trusted by a number of companies in the financial services sector

background

With Send Time Optimization

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut et massa mi. Aliquam in hendrerit urna. Pellentesque sit amet sapien fringilla, mattis ligula consectetur.

Average Open Rate

27.9%

(+16.1%)

Average Open Rate

Average Open Rate

3.5%

(+1.5%)

Average Click Rate

Average Open Rate

8.3s

(+1.1s)

Average Read Time

Brand Management

Keep Your Brand Consistent -Everywhere, Automatically

StoneShot’s Brand Manager gives you complete control over your brand identity — from logos and fonts to disclaimers and color palettes — all in one centralized place. Every email, form, event and microsite reflects your brand exactly as it should, with zero manual styling.

The result? Faster production, fewer compliance headaches, and flawless consistency at scale.