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Smarter Reporting

See What Matters, Your Way

Off-the-shelf reports don’t always cut it. We design custom dashboards and reports tailored to your KPIs, giving you clear, actionable insights that reflect what matters most to your business. Turn data into decisions with reporting that fits you perfectly.

Custom reporting and dashboards
Purpose built reporting for financial services

Tailored Dashboards

Purpose-Built Reporting for Financial Services

Standard reports rarely capture the nuances of your client relationships or marketing efforts. That’s why the StoneShot platform gives you the tools to build custom reports and dashboards tailored to your KPIs, success metrics, and audience insights. You’re in control with flexible reporting options that adapt as your strategy evolves, giving you clear, actionable data on your terms.

Expert Guidance Built In

We Don’t Just Report — We Advise

Alongside data delivery, our team provides expert analysis and recommendations tailored to your business., helping you interpret trends, uncover opportunities, and refine your marketing strategy.

  • Prospect Reports: Spotlight your most engaged clients and leads.
  • Monthly Management Reports: Summarize campaign and channel performance.
  • Quarterly Insight Reports: Deep-dive into analytics, complete with expert recommendations.
With our support, your data becomes a strategic asset, not just a retrospective.

We don't just report we advise
Turning data into strategic insight

Clear Visualizations

Turning Data Into Strategic Insight

Easily interpret performance with customizable charts and graphs designed to help you spot trends early and make informed decisions, faster.

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
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Boost Engagement &
Conversions
With StoneShot

  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns