Marketing automation for corporate finance advisers

It's software that does the repeating work of marketing a corporate finance firm: planning topics, writing insight articles and LinkedIn posts for business owners and referrers, making pictures and publishing on schedule.

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

Corporate finance advisers win more clients online by being the firm whose thinking an owner has already read when they start planning a sale or a fundraise: clear articles on your website, regular LinkedIn posts and announcements of completed deals where clients allow it.

Maggie writes those posts every week for your services and sectors, and Search Console in cmo.so shows which ones bring owners to your website.

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

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

Most start with LinkedIn, where business owners, accountants, lawyers and investors are, and their own website for insight articles that owners find through search.

Google Business helps if owners look for an adviser in your city. Each channel has its own posting times and queue, and one idea can become a post for every channel.

It is safe when a qualified person reviews 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 does not make a post compliant on its own, and your firm stays responsible for what it publishes.

You decide what Maggie knows and what she writes about. She works from your public website and the brand profile you check, so live mandates never need to be shared.

Add a house rule to Content Policy Guard, such as never naming an unannounced client, and every post still waits for approval before it goes out.

They can explain what usually drives value in general terms without suggesting a figure for anyone's business. Content Policy Guard can flag lines that read like a promise of a price or return, with a suggested rewrite.

A partner should still read each post, because only a person can judge how it reads to an owner thinking about selling.

It can, once the client has agreed and the deal is public. If you give Maggie, your AI CMO, the details you're allowed to share, she drafts the announcement for your website and LinkedIn.

You approve it before it goes out, so the wording matches what the client has signed off.

Each partner's posts can reflect their own sector and way of speaking. Maggie learns from edits, so the more a partner adjusts drafts, the closer they get to how that partner talks.

In Me → Team you can add each partner and choose who approves which posts.

You don't need to share any. Maggie works from your public website and your brand profile, and cmo.so doesn't connect to client record or deal management systems.

cmo.so never sells or rents your data, and Search Console data is never used for advertising or to train AI models.

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

So an analyst can prepare drafts while a partner or your compliance lead approves them, and you always know who approved what.

Yes. The cmo.so app works on iPhone and on the web at app.cmo.so: approve a LinkedIn post, open an article to edit it, or pause a channel.

You can also ask Maggie questions from ChatGPT or Claude through the cmo.so connector.