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Marketing Automation

Smarter Automation, Less Spaghetti

Some automations are like that friend who offers to “help” but just makes more work. They fire off too early, too late, or in the wrong order entirely. Before you know it, you’re untangling a spaghetti mess of triggers, delays, and half-finished journeys.

With StoneShot, your automations actually behave, running when they should, doing what they should, and leaving you to take the credit.

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Email marketing
Maximize engagement with precision targeting

Journey Builder

Design and Deliver Client Experiences that Flow Naturally

Create seamless client journeys that guide prospects and investors from their first interaction through long-term engagement. Our visual drag and drop builder makes it easy to plan multi-step communications that trigger automatically based on behavior, timing, or event attendance.

Workflow Journey Builder Workflow Journey Builder

Insights Automation

Personalize and Distribute Content Without Lifting a Finger

With StoneShot’s Content Distribution System, every investor receives insights that match their interests without the manual work. You control when and how updates are sent — from instant single-article alerts to curated weekly or monthly digests. The result is timely, relevant communication at scale with no duplicate sends, no list juggling, and no copy-paste.

Insights Automation Insights Automation
Instant access to attendee list
Journey builder

Event Scheduling and Alerting

Keep Every Event On Time and On Brand

Whether it’s a webinar, seminar, or multi-city roadshow, our event scheduling tools handle the details so you can focus on delivering value. Automate invitations, confirmations, reminders, and post-event follow-ups that match your brand and keep your audience informed.

Event Scheduling and Alerting Event Scheduling and Alerting

Fund Document Distribution

Send the Right Documents to the Right People Every Time

StoneShot’s automation ensures every client receives exactly the fund documents they need, when they need them. Our system detects updates in your central document library and distributes materials based on each client’s chosen funds, region, and preferred frequency. Designed for global teams managing multiple distribution groups, it keeps communications relevant and precise while eliminating the risk of sending unnecessary or outdated content.

Fund Document Distribution Fund Document Distribution
Tailored email delivery with insightful analytics

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 StoneShot Marketing Automation?
It’s your platform for building automated workflows—whether it’s email sequences, event prompts, or content triggers—to streamline client communication and engagement.
How do automated workflows work?
You define triggers (like specific actions or tags) and assign actions (emails, follow-ups, updates). StoneShot handles execution and progression automatically based on those rules.
What types of automation can I set up?
Automate email series, content drips, registration journeys, daily newsletters, and multi-stage client nurture—fully adjustable to your campaign needs.
Can I trigger actions based on behavior or tags?
Yes. Use contact behavior, tags (e.g., product interest, engagement score), or time-based triggers to drive personalized workflow journeys.
Do I need technical help to use marketing automation?
No. The visual builder is user-friendly. If you’d like help mapping complex automation, your StoneShot team is available.
How do I track automation performance?
You can monitor contacts entering/exiting workflows, engagement timing, email opens, link clicks, and overall conversion metrics—all from one dashboard.
Can I use automation with content feeds or blog posts?
Yes. You can pull in blog or Insights content automatically into email campaigns or newsletters based on audience preferences.
How does automation benefit efficiency?
It reduces manual effort, ensures timely communications, increases campaign relevance, and improves ROI—by placing the right message in front of the right client at the right time.
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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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