Marketing automation platform built specifically for asset managers and fund distributors. Features include email marketing, event management, digital marketing, and analytics tailored to investor communications and fund marketing. Includes MiFID II compliance features and integration with financial CRMs.
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
More Marketing Automation Platforms
More Distribution & Sales ...
|
Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print. |
StoneShot offers multi-channel campaign execution including email, events, and digital marketing as seen on their solutions page. | |
|
Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments. |
The scheduling of multi-channel campaigns for various audiences is described as part of StoneShot's campaign automation. | |
|
A/B Testing Functionality for split testing elements such as subject lines or offers. |
A/B testing for subject lines and campaign elements is described in StoneShot documentation and solutions materials. | |
|
Segmentation Ability to segment audiences based on attributes or behaviors. |
Segmenting audiences based on profiles and behavior is a core feature of StoneShot's marketing automation. | |
|
Personalization Dynamic modification of content within campaigns based on user data. |
Personalization of emails and digital touchpoints is listed as a StoneShot feature for investor communications. | |
|
Template Library A pre-built library of campaign and email templates. |
Template libraries for marketing emails and events are listed on the product's feature page. | |
|
Approval Workflows System for campaign reviews and approvals by multiple stakeholders. |
Approval workflows for campaign content are described for compliance reasons, including MiFID II. | |
|
Version Control Ability to manage revisions and restore previous versions of campaigns. |
No information available | |
|
Campaign Cloning Quick duplication and re-use of previous campaigns. |
Campaign cloning and duplication are supported, enabling campaign re-use. | |
|
Omni-channel Coordination Orchestrate consistent messaging across all touchpoints. |
Coordinating messages across multiple touchpoints is highlighted as an omni-channel capability. | |
|
Campaign Capacity Maximum number of simultaneous campaigns supported. |
No information available | |
|
Audience Size Supported The number of contacts or audience members the platform can handle per campaign. |
No information available |
|
Lead Capture Integration with web forms, landing pages, and offline channels to capture leads. |
Integrated lead capture via event registration, landing pages, and forms is part of StoneShot event management. | |
|
Lead Scoring Assign scores to leads based on behavior, demographics, and engagement. |
No information available | |
|
Automated Lead Nurturing Rules-based email drip programs and follow-up workflows. |
Automated nurturing via drip campaigns is supported and documented. | |
|
CRM Integration Native or API connections to CRM systems for seamless lead handover. |
StoneShot provides CRM integrations with platforms such as Salesforce, Microsoft Dynamics, and financial CRMs. | |
|
Duplicate Detection & Merging Automatic identification and merging of duplicate lead records. |
No information available | |
|
Lead Segmentation Ability to categorize leads by attributes for targeted nurturing. |
Lead segmentation tools are present in the platform for asset managers. | |
|
Lead Source Tracking Tracking the original source of each lead for ROI analysis. |
Lead source tracking for ROI and campaign performance is demonstrated on use cases for StoneShot. | |
|
Contact Enrichment Automatic enhancement of lead profiles with third-party data. |
No information available | |
|
Workflow Triggers Event-based automation for lead engagement or notifications. |
StoneShot allows creation of workflow triggers, e.g., on campaign or event engagement. | |
|
Lead Assignment Automated routing of leads to sales or relationship managers. |
Leads can be assigned automatically to sales or relationship managers through workflow. | |
|
Lead Database Size Maximum number of leads supported in the platform. |
No information available |
|
Real-time Dashboards Instant visualizations of campaign and lead data. |
Real-time dashboards for monitoring campaign and lead metrics are available. | |
|
Customizable Reporting Ability to build custom reports with chosen metrics and filters. |
Customizable reporting and dashboards are marketed as a key analytics offering. | |
|
Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey. |
StoneShot supports attribution of marketing interactions and ROI via analytics. | |
|
ROI Tracking Measurement of the financial return for each campaign or channel. |
ROI tracking is part of StoneShot's core analytics offering for asset managers. | |
|
Funnel Analysis Visualization and analytics of how leads progress through sales stages. |
Sales and marketing funnel analysis tools are available in analytics dashboards. | |
|
Export Options Download reports in multiple formats (CSV, XLS, PDF). |
Export options such as CSV and XLS are available for report downloads. | |
|
Scheduled Reporting Automated periodic delivery of reports to stakeholders. |
Scheduled reporting and automated delivery to stakeholders are available. | |
|
KPI Monitoring Tracking and alerting of marketing key performance indicators. |
KPI monitoring and alerts can be configured for marketing goals and engagement. | |
|
Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible. |
Data visualization tools such as charts and graphs are part of analytics. | |
|
Analytics API Programmatic access to analytics data for third-party tools. |
No information available | |
|
Report Generation Speed Average time required to generate a report. |
No information available |
|
Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics. |
Native CRM integrations with Salesforce and Microsoft Dynamics are confirmed on vendor's website. | |
|
Open API Access Availability of application programming interfaces for custom connections. |
APIs are available for custom integrations according to developer documentation. | |
|
Data Import/Export Support for importing and exporting contacts, data, and campaign results. |
Support for importing and exporting contacts, data, and campaign results is available in UI documentation. | |
|
Fund Platform Integration Connection to fund management and distribution systems. |
Fund platform integration is a core differentiator mentioned in their asset management solution. | |
|
Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking). |
Compliance platform integration, focusing on MiFID II and GDPR, is highlighted on StoneShot's website. | |
|
Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs. |
ESP (Email Service Provider) compatibility is included, offering use of third-party/enterprise ESPs. | |
|
Webinar/Events Integration Syncing with webinar and event platforms for lead tracking. |
Event management with webinar integration for lead and engagement tracking is detailed in platform materials. | |
|
Marketing Data Warehousing Centralized storage for structured marketing data. |
StoneShot hosts structured and centralized campaign and engagement data. | |
|
Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency. |
Batch and scheduled sync to financial CRM/databases is discussed in integration guides. | |
|
Single Sign-On (SSO) Integration with corporate authentication systems. |
Single Sign-On support is included for enterprise clients, per the security documentation. |
|
Role-based Access Control Customisable permissions and user roles for security and process management. |
Role-based access control is available for user security and permissions. | |
|
User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting. |
Audit trails for user activity are provided to ensure compliance and tracking. | |
|
Multi-user Collaboration Simultaneous, real-time work on campaigns and data. |
No information available | |
|
Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns. |
No information available | |
|
Team Task Assignment Delegation of tasks or campaign steps to teammates. |
No information available | |
|
Approval Workflows Pre-defined stages for approval and stakeholder signoff. |
Approval and signoff workflows for stakeholders are detailed across marketing and compliance sections. | |
|
User Capacity Number of users that can simultaneously access the platform. |
No information available |
|
Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences). |
Personalized email content based on investor data and preferences is detailed. | |
|
Dynamic Web Content Show different website experiences based on client segment or behavior. |
Dynamic web content for investor portals based on segment is mentioned in StoneShot tools. | |
|
Recommendation Engine AI-driven recommendations for investment products or educational resources. |
No information available | |
|
Conditional Messaging Automated display of content based on rules/triggers. |
No information available | |
|
Personalization Rules Capacity Maximum number of complex rules supported for content personalization. |
No information available | |
|
Multi-language Support Personalized communications in multiple global languages. |
Multi-language support is present for global investor communications. |
|
Consent Management Capture and manage client communication preferences and regulatory consents. |
Consent management for regulatory and investor preference capture is featured with GDPR and MiFID II. | |
|
GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards. |
StoneShot includes GDPR compliance features and support for other region-specific requirements. | |
|
Audit Trails Recordkeeping of all user, system, and client actions. |
Audit trails for all system and user activity are maintained for compliance. | |
|
Data Encryption Encryption of data at rest and in transit. |
StoneShot encrypts data at rest and in transit as part of standard security posture. | |
|
Role-based Permissions Granular user access controls based on roles. |
Granular, role-based permissions and access controls are supported. | |
|
Data Retention Policies Automated enforcement of data retention and purging policies. |
No information available | |
|
PII Data Masking Masking of personally identifiable information in UI and exports. |
No information available | |
|
Access Logging Monitoring and logging all data access and changes. |
Access logging for audit and compliance is part of their security suite. |
|
Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences. |
Journey orchestration including automated workflows and trigger-based campaigns are listed as features. | |
|
Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals. |
StoneShot supports automated journeys that trigger based on investor behaviors/interactions. | |
|
Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys. |
No information available | |
|
Journey Analytics Reporting on journey progression, dropoff points, and conversion rates. |
Analytics on journey progression, drop-offs, and conversions are available through the platform's reports. | |
|
Workflow Capacity Maximum number of workflows or journeys that can be active concurrently. |
No information available | |
|
Journey Length Supported Maximum number of steps or events within a single customer journey. |
No information available |
|
Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc). |
Centralized asset and content management is available for campaigns and digital materials. | |
|
Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval. |
Tagging and organization of uploaded assets is available in content management. | |
|
Document Version Control Track changes and revert to prior versions of documents. |
Version control for content assets is supported. | |
|
Approval Workflows for Content Structured process for internal content review and signoff. |
Content approval workflows are enforced for compliance and quality control. | |
|
Bulk Asset Upload/Download Efficient handling of large quantities of content files. |
No information available | |
|
Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors). |
Content sharing with internal teams and external distributors is enabled. | |
|
Branding Controls Enforce corporate brand guidelines through templates and permissions. |
Templates and permissions ensure adherence to brand guidelines. | |
|
Digital Rights Management Control the usage and distribution rights of digital assets. |
No information available | |
|
Content Repository Size Total storage allocated for content assets. |
No information available |
|
Data Validation Automated checks to ensure records are entered in the correct format. |
Data validation is included in upload, form, and integration workflows. | |
|
Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts. |
Duplicate detection on contacts/leads is enforced at import and via integration. | |
|
Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data. |
Data cleansing tools are part of the database management suite. | |
|
Custom Field Support Support for a wide variety of field types and custom records. |
Custom fields and data models are supported for asset and fund distribution needs. | |
|
Data Import Wizard Guided processes for uploading and mapping externally-sourced data. |
Guided data import and field mapping is covered in onboarding/documentation. | |
|
Change History Tracking Complete record of data modifications for audit and troubleshooting. |
Change history and record audit is available via reporting and compliance interfaces. | |
|
Data Access API Available APIs for accessing data programmatically. |
Data access APIs are documented for integration and data analysis. | |
|
Data Retention Controls Automated enforcement of data retention policies based on jurisdiction. |
No information available | |
|
Data Storage Capacity Maximum database size for all customer and marketing data. |
No information available |
|
24/7 Support Availability Access to technical support and troubleshooting around the clock. |
StoneShot provides 24/7 support for enterprise clients, as referenced in their support section. | |
|
Onboarding Services Guided onboarding and setup assistance for new customers. |
Guided onboarding services are part of client implementation processes. | |
|
Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform. |
Dedicated customer success managers are provided for large institutional accounts. | |
|
Knowledge Base Comprehensive self-serve documentation, FAQs, and guides. |
A comprehensive knowledge base is available online for self-guided learning. | |
|
User Training Webinars Regularly-held training for platform end-users. |
Live and recorded user training webinars are provided for users. | |
|
In-app Guidance Contextual help and walkthroughs within the application interface. |
In-app user guidance and contextual help is built into StoneShot interface. | |
|
Support Response SLA Published service level agreement for support response time. |
No information available | |
|
Community Forums Access to a user community for sharing tips and best practices. |
Community forums for StoneShot users exist for best practice sharing. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.