Personalization
Deliver Personalized Client Experiences Effortlessly
True personalization in financial services means more than a name merge. It’s about delivering relevance at every interaction—based on who your clients are, what they care about, and who they know. Our tools make it simple to customize everything from sender details to content blocks and dynamic data fields.


Dynamic Sender
Strengthen Client Relationships with Dynamic Sending
Route emails through advisor names and email addresses to drive higher engagement and trust. Sending from Relationship Managers increases engagement by 13%. We make it easy by syncing from your CRM and providing a content block for each sales manager.
Segmentation
Build One Campaign that Speaks to Many
Use segment-based personalization to deliver the right message to the right audience Display different copy, images, or calls-to-action based on your contact's segment or custom fields.


Boost Event Engagement
Deliver a Custom and Unique Event Experience
Boost Event Engagement by crafting personalized experiences that draws client interest and makes attendees feel valued. Link email content to your events: dynamically load session titles, registration info, and automated, personalized follow-ups based on registration, session attended, or engagement.
Blog Automation
Curate the Right Insights at the Right Time
Automate blog and content delivery so clients receive relevant articles based on their interests. Set it once and let the platform do the work.


Fund Document Distribution
Send the Latest Fund Docs Without the Hassle
StoneShot automatically identifies updates in your document library and delivers them according to each client’s chosen funds, region, and delivery schedule. Designed for global teams managing multiple distribution lists, it allows you to segment clients by location, ensuring they receive only the most relevant content.
You'll be in Great Company
Trusted by boutiques and global financial services brands
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!"
Verified User
Financial Services
User Friendly Design
"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."
Verified User
Financial Services
Dedicated Support
"Great marketing automation platform with an outstanding support team"
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.
Frequently Asked Questions
Boost Engagement &
Conversions With StoneShot
- Complimentary 30-day trial
- Personalize content for higher engagement
- Track performance and optimize future campaigns