How important is leveraging data in wealth and asset management companies? “I think it is very important since it reveals a lot of essential information which is difficult to collect in any other way. The use of data becomes especially relevant for monitoring performance and investment activity. These processes can be effectively carried out based on […]Continue reading
You would be hard-pressed to find anyone remotely connected to the tech world who hasn’t heard the term “machine learning” recently. Technological innovators are constantly praising machine learning techniques and countless articles (including ours) deconstruct the newest applications based on machine learning strategies. But what is machine learning, really? Meaning In very simple terms, Continue reading
Building out your contact list is vital if you want to reach new, interested prospects while keeping your current clients engaged and informed. However, since there are so many different crucial elements which go into crafting a successful content strategy, email list management can quickly become one of those tasks that is perpetually placed at the bottom […]Continue reading
Lead scoring is an essential tool in any effective email marketing campaign and often proves invaluable when it comes to hitting the right people at the right times. But, just like any maturing piece of technology, lead scoring has begun to show some signs of aging which are in desperate need of updating. That’s where […]Continue reading
The StoneShot development team were recently tasked with devising a way of providing our clients’ contacts with the most up-to-date fund information in an automated way. Our solution: The Document Distribution System or DDS. The DDS saves time, improves quality and efficiency, and, after the initial setup, requires very little support to get it working. […]Continue reading