- Product
- Increase Client Engagement
- Elevating the Client Experience
- Minimize Operational Inefficiencies
Product Features
Client Outcomes
Discover the three pillars that drive everything we do.
- Services
- Increase Client Engagement
- Elevating the Client Experience
- Minimize Operational Inefficiencies
Professional Services
Client Outcomes
Discover the three pillars that drive everything we do.
- Resources
- Increase Client Engagement
- Elevating the Client Experience
- Minimize Operational Inefficiencies
Resources
Client Outcomes
Discover the three pillars that drive everything we do.
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.
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.
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
Boost Engagement &
Conversions With StoneShot
- Complimentary 30-day trial
- Personalize content for higher engagement
- Track performance and optimize future campaigns
