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Event Automation

Too Many Details. Too Little Time. Zero Room for Error.

StoneShot’s Event Journey Builder is your event marketing co-pilot — streamlining every stage of the journey, from setup to post-event analytics. In just a few clicks, create branded, professional events complete with dynamic emails, registration forms, calendar invites, CPD/CE certificates, and more. Built on insights from over 6,400 investment events, it’s the smarter way to manage everything without missing a detail.

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Event Journey Builder
Branded communications in seconds

Event Automation

Branded Communications in Seconds

Generate fully branded emails, forms, and follow-ups that look polished and perform — no design time required. Your firm's logo, fonts, and colors are baked in automatically.

Online and In-Person Events

Built for Every Event Format

Whether you’re running an in-person event, a virtual roundtable, or a multi-session roadshow, the Event Journey Builder handles setup and logistics with ease.

Built for event event format
Track attendance and follow up instantly

Triggers and Alerts

Track Attendance and Follow Up Instantly

See who registered, attended, or missed out — and trigger tailored follow-ups automatically. You can even schedule branded attendance certificates with zero manual work.

Reporting

Clear Metrics, Powerful Insights

Track your event's performance in real time with our Event Summary Dashboard. View customizable widgets that display registrations, attendance, engagement, and overall event status at a glance.

Clear metrics powerful insights

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

Here’s What Our Customers Have To Say

Users voted StoneShot a Leader and High Performer on G2

Built For Financial Services

“Stoneshot is one of the best comprehensive platforms for the asset management industry!"

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Verified User
Financial Services

User Friendly Design

"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."

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Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

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Verified User
Financial Services

We can help get more from your Marketing Budget

Elevate your email and events program with StoneShot. Learn how we've driven these successes.

55%

Reduction in Fake Opens and Clicks

19%

Increase in Quality Leads

80%

Reduction in Production Time

Users Voted StoneShot a Leader and High Performer on G2

We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.

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Frequently Asked Questions

What is Event Journey Builder?
It automates key event workflows from email invitations and registration forms to calendar invites and attendance certificates, based on proven event schedules.
What types of events are supported?
You can manage everything from in-person conferences to multi-city roadshows and virtual webinars with the same streamlined setup.
How quickly can I deploy event communications?
Fast. Select your event type and template, then StoneShot handles the rest — emails, registrations, reminders, check-ins, and post-event follow-ups.
Does it create certificates automatically?
Yes. After the event, attendees can receive CPD/CE certificates automatically, fully branded and personalized without manual effort.
Can I brand everything consistently?
Absolutely. All assets generated by the builder use your brand styles managed via Brand Manager, ensuring consistent visuals and messaging.
Is there integration with the Check-in App?
Yes. Event Journey Builder works hand-in-hand with the Check-in App, keeping attendance, email communications, and event status synced in real time.
Can I modify the schedule or content for different event types?
Yes. Each event journey is customizable, adjust timelines, emails, and logic to match your specific types of events or target audiences.
Is the Event Journey Builder easy to use?
Yes, it’s built for marketers. You don’t need technical resources or developers. The setup is visual, simple, and guided end-to-end.
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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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