Marketing automation for payment companies
Merchants pick a payment provider after comparing fees, reading reviews and asking around, and most of what they find is written by someone else. Maggie, your AI CMO, writes the clear guides and LinkedIn posts that help them choose you, and every post waits for your approval.
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 payment companies find marketing harder than processing
Your team is busy with onboarding, risk checks and integrations. The blog has a post about a partnership from last spring and not much else.
Affiliates own the comparison searches
Merchants search "cheapest card machine" and "best payment gateway for small business", and the answers come from comparison sites that list the biggest names first. Your clearer pricing never gets a look.
Fees confuse the people you want to win
Interchange, scheme fees, monthly minimums, chargebacks. A café owner or an online shop manager wants to know what they'll actually pay. If you don't explain it plainly, they assume the worst.
Every word needs a careful check
Payments are regulated, and loose phrases about speed, security or cost can cause real trouble. So posts wait for compliance, and the queue grows until nobody posts at all.
Two audiences, one small team
Merchants want simple guides; developers and finance directors want integration details and settlement times. Writing for both, every week, rarely fits around product launches.
A new pay-by-link feature on Monday. Guides merchants understand by Friday.
It's Monday, and your team has just launched pay-by-link, so merchants can send a customer a payment link by text or email. Product is proud, but the only mention of it is a line in the changelog.
You've already given cmo.so your website, so Maggie knows your card terminals, online checkout and payment links, the trades and online shops you serve, the bigger providers you compete with and the calm, plain way you explain money. You turned on Content Policy Guard with financial rules and your own house rules on how you describe fees.
By Wednesday the drafts are waiting, each with a picture in your brand's look: a blog post on how tradespeople can get paid on the day with a payment link, a guide to what a merchant really pays per transaction, two LinkedIn posts for finance directors and ecommerce managers, and a short explainer for developers on adding links to an invoice. Content Policy Guard has held one draft that promised "instant" settlement, with a suggested rewrite. Your compliance lead accepts it and approves the rest.
The posts go out at the times you set for each channel, each reported back with its link. Next month Search Console in cmo.so shows which guides merchants found, and AI visibility shows whether Google's AI answers mention you when someone asks how to take payments as a sole trader.
Payment marketing that's clear, steady and checked
Each of those problems has an answer, and your compliance team still signs off what goes out under your name.
Guides merchants actually search for
Posts on choosing a card machine, what transaction fees include, cutting chargebacks, taking payments on the go and getting invoices paid faster, written for Google and for AI answers. Published to WordPress, Shopify, Wix, Webflow or any site through the cmo.so API.
Blog on autopilotChecked against financial rules
Content Policy Guard checks each post against financial rules and your own house rules, and holds a risky post as a draft with a suggested rewrite. These are AI suggestions, not legal or compliance advice; a qualified person should still review, and you stay responsible for what you publish.
Content Policy GuardLinkedIn for finance and ecommerce leads
Weekly posts for finance directors, ecommerce managers, platform partners and business owners, in your company's voice and on the days and times you choose.
LinkedInShe knows your products and rivals
Enter your website and Maggie builds a brand profile: your products, who uses them, what sets you apart, a SWOT, competitors and your voice. Every post starts from it, and you can correct any part.
Brand profileOne launch, every channel
A new feature becomes a merchant guide, a developer explainer, LinkedIn posts and, in beta, posts for Facebook, Instagram, YouTube and TikTok, each in that channel's style.
Every channelSee if search and AI find you
Search Console in cmo.so shows which guides bring merchants in. AI visibility shows how Google's AI answers describe your company when people ask which payment provider to use.
Search Console and AI visibilityYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your website to a steady stream of checked payment content in four steps
Enter your website
Maggie reads your product and pricing pages and drafts your brand profile in minutes.
Check your profile
Correct your products and merchant types, set your house rules and turn on Content Policy Guard.
Review the drafts
Your first week of posts arrives with pictures. Approve, edit or skip each one, with any held post flagged.
Let them go out
Approved posts go out at each channel's times and every one comes back with its link.
Why not just…
The usual ways payment companies try to win merchants, and where each one runs out.
…pay comparison and affiliate sites?
They can send sign-ups, but they charge for each one and rank providers on their own terms. Guides on your own website bring merchants who already understand why you're different.
…rely on partner referrals?
Platform and accountant partners are valuable, but they recommend whoever is front of mind. Steady LinkedIn posts keep you there.
…hire a content marketer?
A full-time marketing hire in the UK costs around £3,000 a month before tools, and needs time to learn payments and your rules. Maggie starts from your website today, from £15 a month.
…write it with ChatGPT?
You still brief it, check every claim, make the pictures and post it yourself, and it doesn't know your fees or your house rules. Maggie keeps your brand profile and holds risky posts 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 payment companies: your questions
Still unsure?
What is marketing automation for payment companies?
It's software that does the repeating content work of a payments business: explaining fees and features, writing merchant guides, posting on LinkedIn and publishing on schedule.
With cmo.so, Maggie does all of it from your website and brand profile, and nothing goes out until you approve it.
How do payment companies get more merchants online?
Payment companies win more merchants online by answering the questions business owners have before they switch: what they'll really pay, how quickly money arrives, how setup works and whether it fits their till or website.
Maggie writes those guides and LinkedIn posts every week, and Search Console in cmo.so shows which ones bring merchants to your site.
How much does cmo.so cost for a payment company?
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 growing company posting on several channels.
Founding members get lower prices for good on every plan until 1 January 2027, and you can cancel any time.
Which channels should payment companies start with?
Most start with their blog for merchant guides that answer what people search, plus LinkedIn for finance leads, ecommerce managers and partners.
Google Business suits companies with local merchant teams, and Facebook, Instagram, YouTube and TikTok are in beta for reaching small business owners. Each channel has its own posting times and queue.
How does Content Policy Guard help a payment company?
It checks each post against financial rules and your own house rules, such as how you describe fees or settlement times, and holds a risky post as a draft with a suggested rewrite.
These are AI suggestions, not legal or compliance advice. A qualified person should still review your posts, and your company stays responsible for what it publishes.
Is it safe to let AI write about payments?
It is, as long as your team keeps approving posts, which is the default. Nothing goes out until you approve it, so compliance can check every claim about fees, security and timing.
cmo.so never sells or rents your data, and social channels connect through each platform's official sign-in, so cmo.so never sees your passwords.
Does cmo.so connect to our payment platform or merchant data?
No, cmo.so doesn't connect to payment platforms or merchant records. Maggie writes and publishes marketing posts, and she never sees transactions or changes your pricing.
She does link posts to your pricing, sign-up and developer pages, so readers can take the next step on your own site.
Can it write for developers as well as merchants?
It can. Your brand profile covers both audiences, so Maggie can write plain merchant guides and short integration explainers that point developers to your documentation.
Your technical team reviews the developer posts before they go out, so every detail matches your API.
Will it write comparisons with bigger payment providers?
It can write fair, factual comparisons, because your brand profile includes your competitors and what sets you apart. These are the articles merchants look for when they're thinking of switching.
You review each one before it's published, so every claim about another provider can be checked first.
Can it help us appear in AI answers about payment providers?
It can help. Maggie writes articles with clear, quotable answers to the questions merchants ask, which is what AI tools draw on.
AI visibility in cmo.so shows how Google's AI answers currently describe your company, so you can follow how that changes over time.
Can our compliance team approve posts?
Yes. In Me → Team you can add people and choose what each can see or change, using presets such as editor or manager.
So your compliance lead can approve every post while marketing and product suggest edits.
Make your payments the easy choice to understand
Enter your website. Your brand profile and first week of merchant guides and LinkedIn posts are ready in minutes, and nothing goes out until you approve it.
- Free plan, no card needed
- You approve every post
- Cancel any time