Aubrey Capital Management Elevates Engagement and Sales Insights

Background

Aubrey Capital Management is a specialist global manager with a distinctive investment approach, primarily focused on growth equities. Founded in 2006, it is a majority employee-owned business with offices in Edinburgh and London. Aubrey is aligned to its clients’ long-term interests. The firm has a record of delivering actively managed, benchmark agnostic, portfolios with high active share and good long term performance. The investment team works collegiately, and investment decisions are reached on a collaborative basis.

However, prior to partnering with StoneShot, the firm struggled with inflated email engagement metrics caused by bots and security filters, making it difficult to distinguish genuine client interactions from noise. This lack of reliability in their data limited the precision of their marketing, hindered effective prospect engagement, and made it harder to support the sales pipeline with confidence. To support their growth and maintain credibility between marketing and sales, Aubrey needed a solution that could deliver clean, actionable data.

Challenges

Before partnering with StoneShot, Aubrey Capital Management faced a major obstacle to effective email marketing: unreliable engagement data.

• Polluted Analytics: Campaign reports were inflated by fake opens and clicks generated by security bots, making it impossible to distinguish genuine client interactions.
• Unusable Insights for Sales: With no trustworthy contact‑level data, the sales team couldn’t identify meaningful engagement or pursue qualified leads confidently.
• Slow Campaign Production & Poor Support: On top of data issues, email creation was time-consuming and the previous platform’s overseas support team left them waiting for help when it was needed most.

The lack of accurate, actionable metrics undermined both marketing performance and sales follow‑up, leaving the team without the clarity they needed to engage prospects effectively.

Solution

By switching to StoneShot and activating BotShield, Aubrey regained control of their engagement data and empowered both marketing and sales.

• Accurate, Clean Data: BotShield now filters out bot‑driven opens and clicks, delivering reliable engagement metrics the team can trust.
• Seamless CRM Integration: With Microsoft Dynamics fully integrated, clean data flows between marketing and sales for a single source of truth.
• Efficient Campaign Production: Access to best-practice, fully on‑brand templates and an intuitive email builder make campaign creation faster and easier.
• Responsive Local Support: Dedicated UK‑based support ensures issues are resolved quickly and the team stays agile.

Results

The impact of StoneShot and BotShield has been transformative:

• Trustworthy Metrics: The marketing team can now confidently measure campaign performance and share actionable insights with sales.
• Sales Enablement: Clear, accurate engagement data helps the sales team focus on real prospects and follow up at the right time.
• Operational Efficiency: Campaigns are produced more quickly and easily, freeing time for strategy.
• Aligned Data: CRM and marketing stay perfectly synced, eliminating duplication and data gaps.

Why StoneShot?

• Highly responsive client support: Personalized service and the ability to provide feedback for system improvements.
• Flexibility and customization: StoneShot adapts to the unique needs of asset management firms.
• Strong client relationships: A collaborative partnership that values input and continuously enhances functionality.