Causeway Securities Enhances Communication Delivery with StoneShot

Background

Causeway Securities is an FCA-authorized brokerage specializing in structured investments for professional clients. Working with major global banks, the firm offers a curated range of structured investment solutions alongside bespoke structures tailored to individual client requirements.

Before partnering with StoneShot, Causeway relied on Salesforce Pardot to manage its email marketing program, but increasing operational challenges and unreliable engagement data made it difficult to deliver timely, reliable communications to clients. The team needed a platform that could match their pace and restore confidence in their analytics.

Challenges

Before integrating StoneShot, Causeway Securities faced several challenges:

• Bot Activity Distorting Metrics: Their campaign data was flooded with “ghost” opens and bot-generated clicks, making it impossible to know which clients were truly engaging with content. Marketing teams couldn’t measure campaign effectiveness, and sales wasted valuable time chasing false leads.
• Slow, Complex Email Creation: Building and launching campaigns was slow and frustrating, delaying the distribution of time-sensitive updates and investment opportunities.
• Limited, Delayed Support: When issues arose, support was delayed due to time zone differences, leaving marketing stuck waiting for answers and occasionally missing time-sensitive opportunities.

Causeway knew they needed a better way forward: a solution that could deliver clarity, speed, and reliable support.

Solution

To overcome these issues, Causeway transitioned to StoneShot, gaining an integrated, streamlined marketing solution built for financial services:

• BotShield for Clean, Reliable Data: With StoneShot’s BotShield, bot-generated clicks and opens were filtered out, giving marketing and sales teams a clear view of genuine engagement.
• Seamless CRM Integration: StoneShot synced directly with Causeway’s Salesforce CRM, ensuring accurate data flowed between marketing and sales, without duplication or gaps.
• Fast, Intuitive Email Builder: The team adopted easy-to-use templates, dramatically reducing campaign build times and ensuring communications reached clients quickly.
• Dedicated UK-Based Support: Real-time, local support addressed technical issues promptly, ensuring emails were sent on schedule without disruptions.

Results

The shift to StoneShot and BotShield was transformative for Causeway Securities.

• Accurate Metrics: Clean, reliable data has replaced the noise of bot activity, giving the team complete confidence in their reporting. Marketing can now measure the true impact of campaigns, while sales knows exactly where to focus their efforts.
• Improved Efficiency: Email campaigns are built and launched more efficiently, freeing up valuable time for strategic initiatives rather than troubleshooting technical issues.
• Stronger Sales and Marketing Alignment: With seamless CRM syncing, both marketing and sales operate in lockstep, guided by shared, trustworthy insights.
• Reduced Delays: With responsive local support, delays in email distribution were minimized, ensuring timely communications to clients.

Causeway Securities now delivers communications that are not only faster and more professional, but also backed by accurate data, ensuring every campaign counts.

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.