Platform. Agency. Insights. For the modern financial marketer. tech Marketing PlatformPlatform Email marketing and event management for financial marketers agency Agency servicesAgency On-demand design, development and marketing services insights Insights Industry-specific reporting and marketing benchmarks Book a meeting tech Platform A powerful suite of solutions for financial marketers Agency On-demand design, development and marketing services Insight In-depth financial marketing analysis and consulting Email Delivery Made Easy Whether it’s a weekly newsletter, a quarterly report, or a fund factsheet, our marketing platform allows you to easily create and securely deliver sophisticated brand-accurate emails that look great on every device. Learn more Create a Seamless Event Experience Our event management solution will help you autonomously organize and manage events from scheduling and promotion, to registration and post-event communications. Learn more Event Scheduling Track registration, attendee status, upcoming sessions, event capacity and more. Promotion and Reminders Manage and automate invites, reminders, and follow-up emails. Metrics and Integration Integrate detailed event reports with your other marketing solutions. Build Stronger Relationships with Personalized Content Dynamic content distribution gives your subscribers the flexibility to control the topics that reach their inbox. Learn more Create Powerful Digital Journeys with Automated Workflows Automate your email campaigns with an easy to use drag-and-drop workflow builder to increase engagement and nurture your clients. Learn more Our team has your back StoneShot has a dedicated team of coders, creatives and marketing strategists for support and on-demand agency work. StoneShot offers great customer service, is always helpful and friendly, and works so hard to turn things around in time for us. Jessica Badminton, Sr. Events Manager, Intrinsic What I like the most about StoneShot? The ease of access to the team and intuitive platform. Teresa Garcia, Head of Marketing Spain & Portugal, BNP Paribas StoneShot seems to me to be forward thinking and enthusiastic about constant improvements and developments to the tool. Sarah Jones, Digital Production Executive, Quilter StoneShot is very professional, quick to respond, and thorough in their process. Kelsey Lanning, Presentation Specialist, Barings StoneShot are responsive, innovative, and highly professional. Amanda Ashmore, Institutional Marketing Manager, BNP Paribas Featured Content CRM: The Heart and Soul of the Digital Ecosystem CRM: The Heart and Soul of the Digital Ecosystem In today’s world, the CRM is often the pulse and blood line of an organization. Read tips to take your CRM capabilities to the next level within your firm. Read more The Financial Marketer Mindset: Staying Client Focused The Financial Marketer Mindset: Staying Client Focused Financial marketing decision makers share their take on how to confront common industry challenges. Read how to stay focused on the client. Read more Are You Making the Most of Your Pardot Platform? Are You Making the Most of Your Pardot Platform? In this post we look at three specific examples of how we can help investment firms using Pardot deliver more effective communications to their clients. Read more Subscribe to our newsletter Our platform integrates with the solutions you work in every day