Marketing automation for banks

It's software that does the repeating work of marketing a bank: planning topics, writing guides and social posts, making pictures and publishing them on schedule.

With cmo.so, Maggie does all of it from your bank's website, and nothing goes out until a person at your bank approves it.

Banks get more customers online by explaining money matters clearly and regularly, so savers, borrowers and business owners understand their options and trust the bank before they apply.

Maggie, your AI CMO, writes those guides every week for your website, LinkedIn and Google Business, and Search Console shows which ones bring people to your site.

It is safe when qualified people review every post before it is published. cmo.so keeps approvals on by default, and Content Policy Guard can hold a post that may break financial rules as a draft with a suggested rewrite.

Content Policy Guard gives AI suggestions, not legal or compliance advice. It doesn't make a post compliant on its own, and your bank stays responsible for what it publishes, so your compliance reviewer should still read each post.

Yes, you can add house rules alongside the financial rules. Examples are always saying rates can change, never calling a product the best, or always linking to the full terms.

A post that may break one is held as a draft with a suggested rewrite, and you can edit any post before approving it.

There's a free plan with no card needed. Paid plans are per website and billed monthly: Air at £15 a month for two posts a day, and Pro at £45 a month for a bank posting on several channels, which suits most.

Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.

Most start with their own blog for money guides, LinkedIn for business customers, intermediaries and future staff, and Google Business if they have branches.

Facebook and Instagram are in beta and suit savers and local communities. Each channel has its own posting times and queue, and one idea can become a post for every channel.

No, cmo.so needs no customer data, because Maggie works from your public website and the brand profile you check.

It doesn't connect to banking or client record systems. cmo.so never sells or rents your data, and Search Console data is never used for advertising or to train AI models.

No, cmo.so never changes products or rates. It writes and publishes posts, and your own teams keep your rate tables and terms up to date.

Posts can link to your product pages, so a savings guide sends readers to the account details.

Yes, these are some of the most useful posts a bank can publish. Maggie can write regular, plain guides on spotting common scams and on how your bank will and won't contact customers.

Your team checks each one, so the details match your real processes before it goes out.

It can plan around dates you give it. Tell your brand profile which moments matter, such as the end of the tax year, and posts are written and queued weeks ahead for review.

When a rate changes, you can edit or skip any queued post that mentions it, or pause a channel while you update.

Yes, you can add them as reviewers. In Me → Team you add people and choose what each can see or change, using presets such as editor or manager.

Approvals and edits are kept in one place, so you always know who approved each post.

cmo.so publishes to WordPress, Shopify, Wix and Webflow, and to any other website through the cmo.so API.

Each post is reported back with its link once it is live.