Private Banking Marketing, Done Right
At StoneShot, we specialise in helping private banks deliver the high-touch, personalised experiences their clients expect — at scale.
Whether you’re part of a global institution or an independent boutique, our platform and services are designed specifically for the needs of wealth-focused firms.
Precision Email Marketing
StoneShot’s email marketing tools help private banks craft tailored communications that reflect the individual relationships at the heart of your business. From personalised portfolio updates to invitation-only event campaigns, our platform enables you to:
- Segment by adviser, region, or interest
- Personalise sender names and content with ease
- Track engagement while respecting compliance boundaries
Seamless Event Management
In-person and virtual events are vital to client relationships in private banking. We make the entire journey effortless — for both your team and your guests.
Our event solution handles everything from branded invites and approvals to attendance tracking and follow-up, with automation and flexibility built in.
Trusted by the World’s Leading Firms
StoneShot is trusted by BNP Paribas, HSBC, UBS, and UBP, as well as leading boutiques like Bank J. Safra Sarasin, to power their digital marketing in a compliant, brand-safe environment.
Whether you’re running a global campaign or a bespoke investor roundtable, we’re here to support you.
See What We Could Do for You
Let’s talk about how we can help your private bank communicate more effectively, engage more clients, and save time in the process.
