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Content Distribution for Financial Marketers

Personalized Insights, Minus the Manual Work

75% of professional investors say they receive irrelevant emails. With StoneShot’s Insights Automation, every client gets insights that match their interests—automatically.

No more 16 lists for 4 topics. No duplicate sends. Just smart, dynamic content delivery that scales effortlessly.

Email marketing
Connect the platforms you already use

Automated Content Feed Integration

The Need for Feed

Think of your website’s insights feed as a live content stream — and StoneShot’s Insights Automation as the pipe that delivers it directly into your emails. Using a standard RSS feed, it continuously pulls fresh articles and dynamically slots them into templated emails based on each client’s interests. That means no manual copy-paste, no hunting down links, and no waiting on designers. Just up-to-date, relevant content in every send, straight from your site to their inbox.

Investor Preference Management

Preferences Made Powerful

Let your clients tell you what they want to hear. With StoneShot’s customizable preference forms, contacts can select topics that matter to them — like Bonds, Equities, Markets, or Sustainability. Behind the scenes, StoneShot matches those preferences to tags in your insights feed and builds each email dynamically around them. It’s smarter segmentation without the manual effort, and a better experience for every client.

Embed client preferences into your existing platforms
One to one delivery at scale

Flexible Content Scheduling Options

Smart Scheduling, Your Way

You’re in control of how and when insights are delivered. StoneShot lets you schedule emails to go out immediately after new content is published, bundle multiple articles into a weekly or monthly roll-up. Whether you want to send one article at a time or curate a personalized digest, you can set the number of articles to embed and tailor the experience to match your strategy and client expectations.

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