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Effortless Data Migration

Seamlessly Bring Your Data With You

Our team ensures a smooth transition by securely migrating your data and integrating StoneShot with your CRM. We make sure your contacts, preferences, and history are fully aligned and ready to use from day one. Our Salesforce and Dynamics administrators can work with your team to make onboarding a success.

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Data migration and crm integration

Connect your CRM

CRM Integration Made Simple

We offer direct integrations with leading CRM platforms, including Salesforce and Microsoft Dynamics, ensuring your marketing and sales teams stay aligned without the hassle of manual data transfers. Our team works alongside yours to establish reliable, automated data flows. That means your contacts, segmentation preferences, campaign activity, and engagement metrics stay perfectly in sync, all in real time.

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Data Security

Secure, Compliant, and Precise

When it comes to data, there’s no room for compromise. We follow strict protocols to ensure data is migrated and integrated securely, respecting privacy regulations and compliance requirements specific to financial services.

Enterprise-Grade Security Enterprise-Grade Security
Secure compliant and precise
No delays just data that drives results

Stress-Free Set-Up

No Delays. Just Data That Drives Results.

Our team doesn’t just migrate your data. We optimize it. Every contact, preference, and campaign history is carefully mapped, verified, and aligned within StoneShot, so your team can start engaging smarter, faster, and more effectively with zero downtime. No cleanup, no confusion, no waiting.

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
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