Since the lockdown, we’ve noticed a huge uptick in email communications sent by our clients, many of them working longer hours, and surmised you may be experiencing a similar challenge getting through your workload. Here’s a few options on how we can help you.

How can we help you?

We have been in this business for almost 20 years to know our Factsheets from our KIIDs, thought leadership papers from market commentaries and solemnly swear to never make the disclaimer font smaller than the email text.

Since the lockdown, we’ve noticed a huge uptick in email communications sent by our clients, many of them working longer hours, and surmised you may be experiencing a similar challenge getting through your workload. Here’s a few options on how we can help you.

Digital Assistance with BAU email

We know BAU emails still need to go out even when you’re bogged down with campaign work and investment views related to the dynamically changing market activity. As BAU are easier to brief, you can outsource them to us on a pay as you go basis. It’s kind of like a mobile top up except we have 100% uptime and include bonus enthusiasm. Just provide us with the content and we can create the email, liaise with you for approval and send it on your behalf. If you want to make this a monthly thing, we’re down and you can save 20% on a retainer.

  • Quick fix to decrease workload
  • We can use your process and marketing automation platform
  • Help with designing, testing, sending and reporting

Email template redesign

Sometimes the problem lies in the fact that the email templates are a bit too clunky, like that dust collecting tablet in your cupboard. We can redesign some of your most used templates to make them easy to update. Our research says standing out is the biggest fund marketer challenge. A refresh of email design, strengthening CTAs and addressing any mobile responsiveness issues could be a way to achieve this. After redesigning one of our client’s templates, their marketing team found it so easy to use that it significantly decreased their ongoing production time. Rumour has it one of them got a promotion the next year.

  • Differentiate and increase client engagement
  • Streamline ongoing email production
  • Ensure your emails look great on mobile

Migrate to the StoneShot platform

If you’re not already using our marketing automation platform, it contains all the things fund marketers need without the clutter of extra features. This includes email and event marketing, automation workflows, engagement scoring, and benchmarks based on financial services data. It also integrates with Salesforce and Dynamics.

  • Self-serve platform that’s more cost effective than most mainstream enterprise vendors
  • Benchmarks based on your peers’ financial services email data
  • Ability to automate and integrate your content and document distribution