Marketing automation for fintech companies
Nobody hands their money or their bank login to an app they don't understand. Maggie, your AI CMO, writes the explainers, launch posts and LinkedIn updates that build that trust, checks them against financial rules, and waits for your team's sign-off.
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 fintech companies struggle to keep their marketing moving
The product team ships every fortnight. The marketing team is one or two people, and every word they write about money has to be checked before it goes anywhere.
Every post queues for compliance
A line about fees, rates or protection can count as a financial promotion. So each draft waits in someone's inbox for review, and a two-day post becomes a three-week post.
Trust comes before the sign-up
Before connecting a bank account or moving their payroll, people search for how you work, whether their money is protected and what happens if something goes wrong. If you don't answer, a comparison site or a forum thread will.
The product ships faster than the story
New payment methods, integrations, markets and features go live every sprint. The blog still describes last year's product, and prospects never hear what changed.
Several audiences, one small team
Consumers or small business owners, finance teams at bigger customers, banking partners and investors all read your content. Writing well for each of them is a job for a team you don't have yet.
A feature that shipped on Monday, explained and signed off by Friday.
It's Monday, and your team has just launched faster payouts for the online sellers who use your business account. Sales wants something to send prospects. Your compliance lead wants to see every word first.
You paste your website into cmo.so. Maggie reads it and writes your brand profile: your accounts and payment products, the sellers and finance teams you serve, what sets you apart from the high street banks and the other apps, your competitors and your plain, confident voice. You turn on Content Policy Guard with financial rules and add two house rules of your own: never call anything “free” without its conditions, and never say money is “completely safe”.
By Tuesday the drafts are waiting: a blog post explaining how payouts work and what sellers should check before switching, a LinkedIn post from your founder on why you built it, and a LinkedIn post for the accountants who recommend you to their clients. Content Policy Guard has held one sentence that described funds as risk-free, with a suggested rewrite. Your compliance lead, added in Me → Team, reads all three, edits one line and approves them.
By Friday they're live, each reported back with its link. Next week Maggie picks the next question your customers search for, Search Console in cmo.so shows which explainers people are reading, and AI visibility shows how Google's AI answers describe your company.
A content team for your fintech, with a review step built in
Each of those problems has an answer, and a person on your team still signs off every word.
Answers people look for before they sign up
Blog posts that explain how your product works, what it costs and how customers' money is handled, in plain English, written for Google and for AI answers. Published to your Webflow, WordPress, Wix or Shopify site, or any site through the cmo.so API.
Blog on autopilotFinancial rules checked before you read
Turn on Content Policy Guard and posts are checked against financial rules and your own house rules. A risky post is held as a draft with a suggested rewrite. These are AI suggestions, not legal or compliance advice.
Content Policy GuardYour compliance team has the final word
By default nothing goes out until it is approved. Add your compliance lead in Me → Team with the right preset, keep approvals on for every channel, and see who approved what.
Approvals and teamEvery launch, on every channel
One product update becomes a blog post, a founder post and a company post for LinkedIn, each in its channel's style. Facebook, Instagram, YouTube and TikTok are in beta for consumer apps.
LinkedIn and moreWritten for the right reader
Enter your website and Maggie builds your brand profile: products, audiences, what makes you different, SWOT, competitors and voice. A post for a small business owner reads differently from one for a finance director.
Brand profileKnow what AI says about you
AI visibility shows how Google's AI answers describe your company, and Search Console shows which explainers bring people to your website.
AI visibility and Search ConsoleYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your website to signed-off content in four steps
Enter your website
Maggie reads it and drafts your company's brand profile in minutes.
Set your rules
Turn on Content Policy Guard for financial rules and add your own, such as never calling a product risk-free.
Review every draft
Explainers and LinkedIn posts arrive with pictures. Your team approves, edits or skips 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 fintech teams try to keep content going, and where each one runs out.
…hire a fintech content agency?
Specialist agencies know the jargon, but SEO and content agencies often cost around £1,000 a month, and their drafts still queue for your compliance review. Maggie drafts every week from £15 a month.
…hire a content marketer?
A full-time marketing hire in the UK costs around £3,000 a month before tools, and one person can only write so much. With Maggie drafting, they can spend their time on strategy and the posts that need them.
…leave it to the founders on LinkedIn?
Founder posts work, until a funding round or a launch takes over the diary and the feed goes quiet for a month. Maggie drafts in the founder's voice, so they only need to review.
…write it with ChatGPT?
You still brief it, check it, make the picture and post it yourself, and it doesn't know your products or your house rules. Maggie remembers your company and holds a risky line for review.
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 fintech companies: your questions
Still unsure?
What is marketing automation for fintech companies?
It's software that does the repeating work of marketing a fintech product: planning topics, writing explainers, blog and LinkedIn posts, making pictures and publishing them on schedule.
With cmo.so, Maggie does all of it from your company's website, checks posts against financial rules if you turn on Content Policy Guard, and nothing goes out until a person on your team approves it.
How do fintech companies get more customers online?
Fintech companies get more customers online by answering, clearly and often, the questions people ask before they trust a new financial product: how it works, what it costs and how their money is protected.
Maggie writes those answers every week for your blog and LinkedIn, and Search Console and AI visibility show which ones people find and how AI answers describe you.
Is it safe to use AI to write financial content?
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, a qualified person should still review it, and your company stays responsible for what it publishes.
Can our compliance team approve posts before they go out?
Yes. Add your compliance lead in Me → Team, using presets such as editor or manager or choosing each area yourself, and keep approvals on for every channel.
Approvals, edits and changes are kept in one place, so you always know who approved what and when.
Can posts avoid promising returns or calling things risk-free?
You can add house rules to Content Policy Guard, such as “never describe a product as risk-free” or “always state the conditions next to a free offer”, and a post that may break them is held as a draft with a suggested rewrite.
Your team still reads every post before approving it, because only a person can judge how a sentence reads to your customers.
How much does marketing automation cost for a fintech company?
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 growing fintech posting on several channels.
Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.
Which channels should fintech companies start with?
Most start with their own blog for explainers and LinkedIn for founders, partners and business customers, because that's where trust in a financial product is built.
Consumer apps can add Facebook, Instagram, YouTube or TikTok, which are in beta. Each channel has its own posting times and queue, and one idea can become a post for every channel.
Can cmo.so write for consumers and business customers at once?
Yes. Your brand profile lists each audience you serve, and Maggie plans topics for each, from a small business owner choosing an account to a finance director comparing providers.
She also picks a voice and post template per channel, so LinkedIn posts read differently from your consumer blog.
Do we need to share customer or account data?
You never need to share that data. Maggie works from your public website and the brand profile you check, and she doesn't connect to customer records or account systems.
cmo.so never sells or rents your data, and Search Console data is only used to show your own results and plan your content, never for advertising or to train AI models.
Can cmo.so write about our product launches?
Launch posts are a good fit. Maggie reads your website and plans topics from it, and you can ask her for posts about a new feature from the web app or from ChatGPT or Claude through the cmo.so connector.
One launch can become a blog post and LinkedIn posts in each channel's style, all waiting for your team's approval.
We already have a blog. Will Maggie repeat what's there?
cmo.so won't repeat your existing articles. Maggie reads your sitemap and existing articles first, plans new topics around what you already cover and, if you want, refreshes older articles so they keep earning search traffic.
Rewrites keep the same address, so your links and search history stay intact.
Which websites does it work with?
cmo.so publishes to Webflow, WordPress, Wix and Shopify, and to any other website through the cmo.so API, which suits a custom-built marketing site.
Developers can also use the cmo.so MCP server and CLI. Each post is reported back with its link once it is live.
Does cmo.so run our ads or send emails?
That isn't part of what cmo.so does. Maggie doesn't run ads or send email newsletters; she writes and publishes content for your website and social channels.
Her explainers can be the pages your ads and emails link to.
Earn their trust before they sign up
Enter your website. Your brand profile and first explainers are ready in minutes, and nothing goes out until your team approves it.
- Free plan, no card needed
- You approve every post
- Cancel any time