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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.

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Hyper personalization
Strengthen client relationships with dynamic sending

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.

Build one campaign that speaks to many
Deliver a custom and unique event experience

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.

Curate the right insights at the right time
Send the latest fund docs without the hassle

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

  • 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 email personalization?
Email personalization means tailoring message content to individual contacts using their data - like names, behavior, or preferences - rather than sending a generic mass email. It makes communications feel more relevant and engaging.
Why does personalization matter?
Personalized emails perform significantly better—think 11% higher open rates and 27% higher click-through rates. They drive stronger engagement and bring up to 5.7× more revenue per email.
What types of personalization can StoneShot support?
StoneShot supports both basic personalization—like “Hello [First Name]”—and dynamic content that changes in real time based on behavior or CRM data. You can customize the sender, content blocks, and even layouts dynamically.
How do I get started with personalization?
Begin by mapping your CRM fields to StoneShot (first name, role, product interest, etc.). You can then use these as merge tags or conditional logic to customize your emails.
How much personalization is too much?
Keep it relevant. Using 3–5 personalized data points (like name, company, location) is both effective and safe. Over-personalizing can feel intrusive and risk lower engagement.
Can I personalize email send times too?
Yes. StoneShot’s Send Time Optimization sends emails when recipients are most likely to open them—boosting performance by aligning with individual engagement patterns.
How do I stay compliant when personalizing?
Use personalization thoughtfully. Avoid revealing private or sensitive client data. Focus on first-party data you already have (e.g. roles, subscribed content). Always follow GDPR or other data privacy rules relevant to your region.
Is personalization hard to use in StoneShot?
Not at all. The platform is built for marketers—not coders. It offers intuitive drag-and-drop dynamic field insertion, and support is available if you'd like help setting up complex logic.
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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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