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.
Professional Services
Our services combine strategic insight with hands-on execution to help you craft, manage, and elevate your marketing campaigns.
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 BuilderEmail 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 BuilderHere’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!"
Verified User
Financial Services
User Friendly Design
"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."
Verified User
Financial Services
Dedicated Support
"Great marketing automation platform with an outstanding support team"
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.
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 MoreBrowse 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
See the Impact We’ve Made for Others
Explore Case StudiesWe’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.
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!"
Verified User
Financial Services
User Friendly Design
"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."
Verified User
Financial Services
Dedicated Support
"Great marketing automation platform with an outstanding support team"
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
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.
25%
Increase in Opens
25%
Increase in Clicks
20%
Average email open rate
50%
Increase in Opens
30%
Increase in Clicks
10%
Average email open rate
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
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
You'll be in Great Company
We are trusted by a number of companies in the financial services sector
"Stoneshot is one of the best comprehensive platforms for the asset management industry!"
How We Compare With Other Email Marketing Platforms on G2
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G2 Grid® for Event Marketing Software | Spring 2025
How We Compare With Other Email Marketing Platforms on G2
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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.
"Email & Event solutions for Financial Services that continuously evolve based on customer needs"
Frequently Asked Questions
Frequently Asked Questions
You’ll be in Great Company
We are trusted by a number of companies in the financial services sector
With Send Time Optimization
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27.9%
(+16.1%)
Average Open Rate
3.5%
(+1.5%)
Average Click 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.