Marketing automation for trading platforms
New investors want to understand before they trade, and every word you publish about investing has to be fair and balanced. Maggie, your AI CMO, writes education articles, feature explainers and social posts for your platform, and nothing goes out until your team approves it.
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 trading platforms struggle to keep their marketing going
Markets move every day, but marketing a platform moves at the speed of compliance review.
Every post waits for sign-off
Anything about investing needs balance and the right risk wording, so posts queue for compliance review. By the time a post is approved, the market moment it was about has passed.
Beginners don't know where to start
People searching for how to buy their first shares, what an order type means or how fees work find forums and social clips. If your clear, balanced answers aren't there, they learn from someone else.
Finfluencer noise drowns you out
Social feeds are full of bold claims and quick tips. A responsible platform that won't promise returns needs steady, useful content to be noticed without joining the hype.
New features launch quietly
Your product team ships a new watchlist, a lower fee or a new market, and it gets one in-app banner. Customers who would use it never hear about it.
The new fractional shares feature launched on Monday, and the guide is live by Wednesday.
It's Monday. Your product team has just launched fractional shares, the tax year end is a few weeks away and your education hub hasn't had a new article in two months.
You paste your platform's website into cmo.so. Maggie reads it and writes your brand profile: your share dealing app and stocks and shares ISA, the first-time and growing investors you serve, your simple fees and learning hub, your competitors and your calm, jargon-free voice. You correct one thing: you don't offer CFDs. You turn on Content Policy Guard with financial rules and add your own: every post mentions that the value of investments can fall as well as rise, and no post predicts prices.
By Tuesday the drafts are waiting, each with a picture in your platform's look: a blog guide explaining what fractional shares are and how they work, a post on what to think about before the tax year ends, a LinkedIn post about the launch for the finance press and partners, and a YouTube post for your short walk-through video (in beta). Content Policy Guard held one line that read like a tip to buy, with a suggested rewrite. Your compliance lead reads each post, approves three and edits the fourth.
The posts go out at the times you set for each channel and each comes back with its link. While your team watches the launch numbers, Maggie is already planning beginner guides for the new tax year, and Search Console in cmo.so shows which guides new investors are finding.
A marketing assistant built for careful platforms
Each of those problems has an answer, and your team still decides what goes out under your platform's name.
Investor education on your blog
Balanced guides on how investing works, order types, fees, accounts and risk, written for Google and for AI answers. Published to your WordPress, Wix, Webflow or Shopify site, or any site through the cmo.so API.
Blog on autopilotA check before anything goes out
Turn on Content Policy Guard and posts are checked against financial rules, or your house rules such as required risk wording. A risky post is held as a draft with a suggested rewrite. These are AI suggestions, not legal or compliance advice, and a qualified person should still review every post.
Content Policy GuardFeature launches that get noticed
New markets, tools and account types become a guide, a LinkedIn post and social posts, each written in its channel's style and queued for launch week.
Product updatesYour platform, not generic market chatter
Enter your website and Maggie builds your brand profile: your products, the investors you serve, what sets your platform apart, competitors and voice. Every post and picture starts from it.
Brand profilePlanned around the investing calendar
Tax year end, new allowances, the start of the year and other moments investors plan around. Topics are planned weeks ahead and queued, so posts are approved before the rush.
Content calendarApprovals that fit your sign-off
By default nothing goes out until it is approved. Add your compliance lead in Me → Team, keep approvals on for every channel, and every published post is reported back with its link for your records.
ApprovalsYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your platform's website to approved investor content in four steps
Enter your website
Maggie reads it and drafts your platform's brand profile in minutes.
Check your profile
Correct your products and who you serve, turn on Content Policy Guard, add your risk wording and house rules, and choose your channels.
Review the drafts
Your first week of posts arrives with pictures. Your team approves, edits or skips each one.
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 trading platforms try to grow, and where each one runs out.
…pay finfluencers and affiliates?
They can bring sign-ups, but you don't control what they say about your platform or about investing. Education on your own website, approved by your team, says exactly what you want it to.
…keep buying ads for sign-ups?
Ads bring people only while you pay for them, and financial ads face extra checks. Guides on your own website keep bringing new investors in from search.
…hire a financial content agency?
SEO and content agencies often cost around £1,000 a month, and specialist financial writers can cost more. Maggie writes and publishes every week from £15 a month, with your team approving each post.
…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 risk wording. Maggie remembers your platform, checks posts with Content Policy Guard if you turn it on, and puts them out on schedule.
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 trading platforms: your questions
Still unsure?
What is marketing automation for trading platforms?
It's software that does the repeating work of marketing a trading or investing platform: planning topics, writing education articles, product updates and social posts, making pictures and publishing them on schedule.
With cmo.so, Maggie does all of it from your platform's website, and nothing goes out until your team approves it.
How do trading platforms get more customers online?
Trading platforms get more customers online by helping people understand investing before they sign up: clear, balanced guides on their own website, regular posts about what the platform offers and a steady presence on the channels investors use.
Maggie writes those posts every week, and Search Console shows which guides bring new investors to your website.
Is it safe to use AI for investment marketing?
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 business stays responsible for what it publishes.
How much does marketing automation cost for a trading platform?
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 platform posting on several channels.
Max at £75 a month gives more room as you grow. Founding members get lower prices for good on every plan until 1 January 2027, and you can cancel any time.
Which channels should trading platforms start with?
Most platforms start with their own blog or learning hub, because that's where people searching for how investing works find answers, plus LinkedIn for partners, the finance press and professional investors.
YouTube, Instagram and TikTok are in beta and suit short explainers for newer investors, with your approval on every post. Each channel has its own posting times and queue.
Can every post carry our risk warning?
Posts can follow your risk wording every time. Add it to your brand profile and to Content Policy Guard as a house rule, and a post that may miss it is held as a draft with a suggested rewrite.
Your team still reads and approves every post before it goes out.
Will cmo.so give investment tips or predict prices?
No, cmo.so writes education and product content, not investment advice or price predictions. Maggie explains how things work and what your platform offers.
You can add a house rule to Content Policy Guard so that any post that reads like a recommendation is held as a draft.
Can it write about market events?
It can write balanced explainers on what a type of market event means, such as an interest rate decision, without telling anyone what to buy or sell.
Because posts are planned ahead and need approval, many platforms use this for evergreen explainers rather than fast market commentary.
Does it connect to our trading platform or customer data?
It doesn't connect to trading, account or client record systems. Maggie works from your public website and your brand profile, so customer data stays where it is.
cmo.so never sells or rents data, and social channels connect through each platform's official sign-in, so cmo.so never sees your passwords.
Do we keep a record of what was published?
Every published post is reported back with its link, so you can see what went out, where and when.
Approvals are set per channel, so your compliance lead can keep sign-off on every channel.
Can different people approve different channels?
Yes. In Me → Team you can add people and choose what each can see or change, using presets such as editor or manager.
So marketing can prepare posts while compliance approves what goes out.
Help new investors understand you, with every post approved
Enter your website. Your brand profile and first week of posts 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