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News, thoughts, and insights for financial marketers

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Trends

Marketing themes that will dominate the financial services industry in 2021

Jamie Tolentino / January 5, 2021
Marketing Automation

Introducing StoneShot for Sales

Jamie Tolentino / November 10, 2020
User Updates

We’re going public with our Contacts and Lists API!

Jamie Tolentino / October 28, 2020
News

StoneShot supports The Diversity Project and The Diversity Project Charity

Jamie Tolentino / October 8, 2020
User Updates

Stoneshot App New Feature: Live Chat

Jamie Tolentino / October 6, 2020
User Updates

Stoneshot App New Feature: Insights App

Jamie Tolentino / September 4, 2020
Analytics

How to Break Through When Marketing in a Crowded Field of Funds

February 18, 2020
Trends

How an Idea for Promoting an Innovative Fund Turned into an Award-Winning Campaign

November 26, 2019
Customer Experience

How Financial Marketers can Drive Revenue in the Attention Economy

October 7, 2019
News

StoneShot Hosts its Third Annual ‘World’s Biggest Coffee Morning’

September 27, 2019
Marketing Automation

When Is the Right Time to Upgrade Your Marketing Automation Platform

July 30, 2019
News

The Financial Marketer Mindset: Remaining Relevant

July 23, 2019
Trends

Marketing themes that will dominate the financial services industry in 2021

Jamie Tolentino / January 5, 2021
Charles Darwin once said “It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one […]Continue reading
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Marketing Automation

Introducing StoneShot for Sales

Jamie Tolentino / November 10, 2020
Tired of the misalignment between marketing and sales? We get it. Over the past two decades, we have seen how inefficient it is to […]Continue reading
Share
User Updates

We’re going public with our Contacts and Lists API!

Jamie Tolentino / October 28, 2020
User experience is key to delivering a great client experience via digital channels. A public API (application programming interface) allows StoneShot data to be […]Continue reading
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News

StoneShot supports The Diversity Project and The Diversity Project Charity

Jamie Tolentino / October 8, 2020
As Black History Month rolls around, StoneShot is proud to share how we are contributing to Diversity and Inclusion in the financial services sector. […]Continue reading
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User Updates

Stoneshot App New Feature: Live Chat

Jamie Tolentino / October 6, 2020
As a firm that provides both platform and agency services for the financial industry, we take pride in our customer service. With the global […]Continue reading
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User Updates

Stoneshot App New Feature: Insights App

Jamie Tolentino / September 4, 2020
Benchmarking data in relation to financial services marketing is hard to come by. Most email marketing reports usually cover trends that span a wide […]Continue reading
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Trends

Checklist for building a successful microsite

Jamie Tolentino / August 19, 2020
In a previous post, we covered the common mistakes we’ve witnessed in the last two decades so you can sidestep them. Now that you […]Continue reading
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Marketing Automation

Automatically distribute your blog posts via email

Jamie Tolentino / August 4, 2020
Traffic to thought leadership content is usually driven by email marketing. Some clients might set up alerts, but they are usually not tracked and […]Continue reading
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Analytics

Bridging the Divide between IFAs and Asset Managers

Jamie Tolentino / July 17, 2020
Late last year, we suspected there was a communications mismatch between IFAs and fund marketers. You know the adage of the old happily married […]Continue reading
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Trends

The common pitfalls of building microsites

Jamie Tolentino / June 30, 2020
reporting
As a digital agency catering to financial services, we have built lots of microsites for our clients. Oftentimes, it’s easier to spin out a […]Continue reading
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