Marketing Automation Platform
Automate to increase efficiency and
streamline the client experience
Workflows
Set rules and triggers for your contacts and kick off workflows based on their actions. Has a prospective client just watched multiple videos of yours? Kick off a workflow to invite them to subscribe to your newsletter with similar content.
Watch a 10-Minute Demo of the StoneShot Marketing Automation Platform.
Event Automation
Manage your events in StoneShot or your CRM. Automated scheduling, capacity management, single events and roadshows, automated CPD/CE certificates… backed by a team that make the process a breeze.
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Content Automation
Stream blog or Insights content from your website and into your emails. Have your clients choose content by topic, product or strategy. Automate fund document distribution with your clients in control. Pin-point engagement with powerful analytics.
More on Content
“Email & Event solutions for Financial Services that continuously evolve based on customer needs”
