AI TOOL PROFILE
StoneShot Review: Email and Event Marketing Automation
- Marketing
- Email Marketing
- 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.
At a glance
- Best for
- Financial services marketers, Investment firms, Private banking teams, Institutional banking marketers
- 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
- Visit stoneshot official website
How AI is used
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
Email Builder
A tool for creating campaigns using investment-focused templates and centralized brand controls.
Event Journey Builder
Supports the creation of registration forms, calendar invites, and attendance certificates for webinars and roadshows.
BotShield
Technology designed to detect and block bot-driven opens and clicks to help maintain accuracy in marketing metrics.
Send Time Optimization
Uses AI and machine learning to analyze behavior and help determine the best time to deliver emails to contacts.
Engagement Scoring
Tracks client interest across emails, events, and website visits at the product or strategy level.
Event Check-In App
A web-based application for checking in attendees via QR codes, which supports offline use.
Use Cases
Financial Event Management
Supports the lifecycle of investment events, from automated promotion to attendee check-in and certificate distribution.
Fund Document Distribution
Automates the delivery of fund documents based on a client's selected funds, region, and preferred frequency.
Insight and Blog Automation
Distributes website content and blog posts to clients based on their specific topic preferences.
Sales and Marketing Alignment
Supports sales teams in sending on-brand campaigns directly from Salesforce or Microsoft Dynamics.
Integrations
- Salesforce
- Microsoft Dynamics
- Brightcove
- BrightTALK
- ON24
- Wistia
- Zoom
- Contently
FAQ
Who is StoneShot designed for?
- It is designed for financial services marketers, including those in retail, institutional, and private banking.
Does StoneShot integrate with CRMs?
- Yes, it provides direct integrations with Salesforce and Microsoft Dynamics to sync contacts and engagement data.
How does the pricing work?
- Plans range from £400 to £2,000 per month based on users and contacts, and all plans require a £2,500 account setup fee.
Can it handle event registration and check-in?
- 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
More tools in Marketing
Other published listings in the Marketing category.
More tools in the Email Marketing software type
Related listings that share the same software type for comparison and shortlisting.
