Marketing automation for investment and finance
Clear explainers build trust; careless ones break rules. Maggie, your AI CMO, writes careful posts for your firm, checks them against financial rules and holds anything risky for you to review.
Free to start · No credit card · 30 free posts
Used by 600+ users and trusted by teams at
aeglesriphal.com
moonlakespa.com
shop.theteagroup.com
clo100.com
logtrics.io
mymorez.com
nextidal.com
otisapp.com
storaitelling.com
theheatpumps.co.uk
web-translations.com
exposeai.tech
orielipo.com
whitelabelcrowd.fund
elliptic.co
med.moonlakespa.com
netdex.co.il
orawellness.uk
reenest.com
syngage.ai
thepenthouseliving.com
zengolf.studio
imaintain.uk
rebuildingsociety.com
aurasocial.world
goaimex.com
moneyparents.com
newgenrenewables.uk
osmosisai.co
saunders.ac
teeza.app
thursdayclub.com
Why financial firms post so little
You know your market better than anyone. But in finance, every public sentence is a promotion someone could hold you to, so most of it never gets written.
Every post is a sign-off
A LinkedIn post about pensions or a market update goes through you, then compliance, then back again. By the time it's approved, the moment has passed.
The rules are strict for good reason
Promises of returns, missing risk warnings, or a post that reads like personal advice can break the financial promotion rules your firm works under. It feels safer to say nothing.
Clients check you out before they call
People research an adviser or a fund long before they get in touch. If your website and LinkedIn are silent, you look smaller and less current than you are.
Jargon loses people
You write the way the industry talks. Your clients search in plain words, like how much should I put in my pension, and find someone else's answer.
A careful week of posts, with nothing risky slipping through.
It's Monday, the markets moved overnight, and three clients have emailed to ask whether they should worry.
You paste your firm's website into cmo.so. Maggie reads it and writes your brand profile: the services you offer, the clients you look after, how you're different from the bigger firms, and the steady, plain voice you use with them. You add a rule of your own to Content Policy Guard: never name a product or a fund in a social post.
By Tuesday the drafts are waiting: a blog post explaining what a market dip means for long-term savers, a LinkedIn post in your voice and a Google Business update. Content Policy Guard has held one post that sounded like a promise of growth, with a suggested rewrite that says it plainly instead. You, and whoever signs off promotions at your firm, read every word before you approve.
By Friday the approved posts are live, each reported back with its link. The one you weren't sure about stayed a draft. Next week Maggie picks the next question clients ask, and AI visibility in cmo.so shows how ChatGPT and Google's AI describe your firm.
Marketing that goes at the speed of your sign-off
Each of those problems has an answer, and none of them takes the review out of your hands.
Financial rules, checked first
Turn on Content Policy Guard and every post is checked against financial rules, or your firm's own. A post that may break them is held as a draft with a suggested rewrite. These are AI suggestions, not compliance advice.
Content Policy GuardNothing goes out without you
By default every post waits for approval. Review drafts in the web app, the iPhone app, or inside ChatGPT and Claude, edit any line, and keep approvals on for every channel for as long as you need.
ApprovalsYour firm, your voice, your rules
Enter your website and Maggie builds your brand profile: services, clients, what makes you different, competitors and voice. Every post starts from it, and you can change any part.
Brand profilePlain-English explainers that get found
Blog posts that answer the questions savers and business owners type into Google and AI tools, written to be quoted, published to WordPress, Webflow, Wix, Shopify or any site through the cmo.so API.
Blog on autopilotLinkedIn where your clients read
Thought-leadership posts for LinkedIn and updates for Google Business, each in that channel's style, with a picture in your brand's look. Facebook, Instagram, YouTube and TikTok are in beta.
LinkedIn and Google BusinessSee how AI describes your firm
AI visibility shows how ChatGPT and Google's AI see your firm, and Search Console shows which explainers bring people in, so you know what's worth writing next.
AI visibility and Search ConsoleYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your firm's website to reviewed posts in four steps
Enter your website
Maggie reads it and drafts your firm's brand profile in minutes.
Set your rules
Turn on Content Policy Guard for financial rules and add your firm's own.
Review every draft
Posts arrive with pictures. Risky ones are held with a suggested rewrite. Approve, edit or skip each one.
Publish what you approved
Approved posts go out on your schedule and each one comes back with its link.
Why not just…
The usual ways financial firms try to keep their marketing going, and where each one runs out.
…hire a financial-services marketing agency?
Specialist agencies know the sector, and charge for it: SEO and content agencies often cost around £1,000 a month. Maggie drafts every week from £15 a month, and your sign-off stays in-house.
…license a pre-approved content library?
Ready-made market commentary is safe because it's generic, and hundreds of firms post the same piece. Maggie writes from your brand profile, about your clients, in your voice.
…leave it to the analysts?
Your best people can write it, but every hour on a blog post is an hour off client work, and posts arrive when they have time. Maggie keeps a steady schedule and they just review.
…write it with ChatGPT?
A general chatbot doesn't know your rules or your firm and won't stop itself promising too much. Maggie writes from your profile, checks posts with Content Policy Guard and waits for approval.
Cut the £5,900/mo marketing bill to £15/mo
Everything a marketing team does, done by Maggie.
| What needs doing | Without cmo.so | With cmo.so |
|---|---|---|
| Full-time marketing hire | £3,000/mo | Included |
| SEO and AI search (GEO) agency | £1,000/mo | Included |
| Content writer, AI-assisted | £500/mo | Included |
| Social media manager, freelance | £800/mo | Included |
| Designed pictures for every post | £300/mo | Included |
| SEO and GEO softwareRank tracking, site audits, AI visibility | £250/mo | Included |
| AI writing and image tools | £50/mo | Included |
| Working hours | Office hours | 24/7 |
| Total per month | £5,900+ | From £15/mo |
Typical UK costs for a small business in 2026, with AI already cutting freelance rates. Estimates only; your own quotes will vary.
- 5 social posts, 30 once verified
- 15 Maggie messages a day
- Upgrade any time
- 12 posts a day
- 150 Maggie messages a day
- All channels
- 96 posts a day
- 1,000 Maggie messages a day
- All channels
Per website, billed monthly. Blog and social posts share one allowance; your best plan sets how much you can talk to Maggie across all your websites.
Marketing automation for investment and finance: your questions
Still unsure?
What is marketing automation for investment and finance firms?
It's software that does the repeating work of marketing a financial firm: planning topics, writing explainers and social posts, making pictures and publishing on schedule.
With cmo.so, Maggie does all of it from your firm's website, checks posts against financial rules if you turn on Content Policy Guard, and publishes nothing until you approve it.
Can AI marketing be compliant for a financial services firm?
AI can help, but it cannot make your marketing compliant on its own. Content Policy Guard checks posts against financial rules or your own and holds a risky post as a draft with a suggested rewrite.
These are AI suggestions, not legal or compliance advice. A qualified person at your firm should still review and approve every post, and cmo.so keeps approvals on by default.
What does Content Policy Guard check?
Content Policy Guard checks posts against your industry's rules, such as financial, insurance or legal rules, or against your own house rules.
A post that may break them is held as a draft with a suggested rewrite instead of going out. It is optional and you can turn it on for any website.
Will Maggie ever post without approval?
No, not unless you choose to. By default nothing goes out until you approve it. Autopilot is a per-channel choice you can switch off or pause at any time, and many regulated firms simply leave approvals on.
How do financial advisers get more clients online?
Financial advisers get more clients online by answering the questions people search for in plain language, regularly, on their website and LinkedIn, so they are found and trusted before the first call.
Maggie writes those explainers every week from your brand profile, and AI visibility shows whether ChatGPT and Google's AI mention your firm.
Which websites and channels does it work with?
Websites: WordPress, Shopify, Wix, Webflow, and any other site through the cmo.so API.
Channels: LinkedIn and Google Business, with Facebook, Instagram, YouTube and TikTok in beta.
How much does it cost?
There's a free plan with no card needed. Paid plans are per website and billed monthly, from Air at £15 a month for two posts a day to Pro at £45 for a growing firm, with larger plans for busy teams.
Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.
What happens to our data?
cmo.so never sells or rents your data. Maggie works from your public website and the brand profile you check, so you don't need to share client information.
Search Console data is only used to show your own results and plan your content, never for advertising or to train AI models.
Say more, carefully
Enter your website. Your brand profile and first drafts are ready in minutes, and nothing goes out until you approve it.
- Free plan, no card needed
- You approve every post
- Cancel any time