- 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.
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.
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.
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
Boost Engagement &
Conversions With StoneShot
- Complimentary 30-day trial
- Personalize content for higher engagement
- Track performance and optimize future campaigns
