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News, thoughts, and insights for financial marketers

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Home » Articles posted by Jamie Tolentino
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
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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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