StoneShot is helping Marketers in the Wealth Management space maintain personal relationships with their clients through relevant communications.

Marketing Efficiencies
Gather data that helps better support the sales and client relationships.

Industry Adaptability
Deliver industry-related updates to your distinct audiences.

Client Experience
Host seamless events for your clients to continue their education.

Change the way you communicate with StoneShot

Distribute relevant content
Stream thought leadership content from your blog to your client emails. Have your clients choose content by topic. Measure engagement by topic and audience. Save production time, drive up quality and put your clients in the driving seat.

Create high quality client experiences through events
Create and promote your client and partner events and roadshows, manage check-in, and distribute post-event communications in one seamless event management solution.

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.

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