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Why StoneShot

Smarter Digital Marketing for Financial Services

At StoneShot, we empower financial services firms to elevate their digital marketing with a unique combination of smart technology, industry insight, and hands-on agency support. Whether you're running global campaigns or targeted events, we provide the tools and expertise to make every interaction count.

Platform training and enablement
Solutions built around your business

Who We Are

A Proven Partner for Financial Marketers

Founded in 2001, StoneShot has grown into a trusted digital marketing partner for over 60 firms worldwide. We’re not just a software provider. We’re a collaborative partner focused solely on the financial sector, with the experience and specialization to help you navigate its unique challenges.

Our Values

We help financial services firms grow through smarter, more effective digital marketing. We do this by combining three core capabilities — a powerful marketing platform, hands-on agency services, and deep industry insight — all tailored specifically to the financial sector.

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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."

G2 Logo.

Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

G2 Logo.

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.

StoneShot is rated
G2 Rating
By users on G2
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Frequently Asked Questions

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Boost Engagement &
Conversions
With StoneShot

  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns