StoneShot is helping Marketers in the Private Banking space send quality, personalized communications to their clients.

Marketing Efficiencies
Automate your manual processes and deliver more personalized content.

Industry Adaptability
Work with a partner that understands and meets your security needs.

Client Experience
Manage your clients’ expectations and offer them a truly premium experience.

Change the way you do marketing with StoneShot

Maintain client relationships through premium events
Create and manage high-quality events. Customize registration to allow users to register more than one person. Streamline check-in with our iOS app. Share collateral post-event, while measuring engagement throughout.

Automate client onboarding
Create custom user journeys to automate processes like onboarding. Utilize our drag and drop workflow builder with full reporting, and speed up manual processes while keeping a high level of personalization.

Send personalization communications
Drive highly personalized campaigns with emails sent from the client’s relationship manager. Allow clients to choose content by topic and automate the email distribution process. Engage our team to develop custom technology for client portals, reporting and more.

Use a platform you can trust
Keep your client data safe. StoneShot is audited and approved by the World’s largest private banks, and has a private datacenter in the EU with full encryption.

Our clients