StoneShot Review: Email and Event Marketing Automation
StoneShot helps financial services marketers manage client engagement through automated emails and event workflows. It is designed for firms requiring SOC 2 Type II and GDPR compliance.
At a glance
- Category
- Marketing
- Best for
- Financial services marketers, Investment firms, Private banking teams, Institutional banking marketers
- Pricing
- Paid plans start at £400/month for the Micro tier (1 user, 5,000 contacts), scaling up to Enterprise at £2,000/month. A one-time account setup fee of £2,500 applies to all tiers.
- Key use cases
- Financial Event Management, Fund Document Distribution, Insight and Blog Automation, Sales and Marketing Alignment
- Integrations
- Salesforce, Microsoft Dynamics, Brightcove, BrightTALK, ON24
- Official website
- stoneshot.com
StoneShot is a marketing automation platform built for the financial services sector, including retail, institutional, and private banking. It combines email marketing tools with an event management system to support promotion and attendee check-in.
The software is designed for marketing teams that need to maintain brand consistency and security standards. It includes tools to detect bot-driven engagement and uses AI to help determine send times for professional investors.
Beyond emailing, the platform supports the distribution of fund documents and the automation of blog content based on client preferences. It also provide engagement scoring to help sales teams identify prospects.
Buyers should confirm the monthly investment starting at £400 and the initial account setup fee. The Micro tier is limited to a single user.
Key Features
A tool for creating campaigns using investment-focused templates and centralized brand controls.
Supports the creation of registration forms, calendar invites, and attendance certificates for webinars and roadshows.
Technology designed to detect and block bot-driven opens and clicks to help maintain accuracy in marketing metrics.
Uses AI and machine learning to analyze behavior and help determine the best time to deliver emails to contacts.
Tracks client interest across emails, events, and website visits at the product or strategy level.
A web-based application for checking in attendees via QR codes, which supports offline use.
Use Cases
Supports the lifecycle of investment events, from automated promotion to attendee check-in and certificate distribution.
Automates the delivery of fund documents based on a client's selected funds, region, and preferred frequency.
Distributes website content and blog posts to clients based on their specific topic preferences.
Supports sales teams in sending on-brand campaigns directly from Salesforce or Microsoft Dynamics.
Best For
Integrations
Pricing
Paid plans start at £400/month for the Micro tier (1 user, 5,000 contacts), scaling up to Enterprise at £2,000/month. A one-time account setup fee of £2,500 applies to all tiers.
FAQ
It is designed for financial services marketers, including those in retail, institutional, and private banking.
Yes, it provides direct integrations with Salesforce and Microsoft Dynamics to sync contacts and engagement data.
Plans range from £400 to £2,000 per month based on users and contacts, and all plans require a £2,500 account setup fee.
Yes, it includes an Event Journey Builder for promotion and a check-in app that supports offline functionality.
Source category: Marketing
Source subcategory: Email Marketing
