Coso drafts the posts you never get round to
Pension tips, tax year deadlines, team news. A full week of posts in your firm's voice, ready for you to review before anything goes out.
7-day free trial · 3-minute setup
Built for firms where every word gets checked
Coso doesn't write promotional copy. It drafts factual, plain-English posts and holds to the communication rules you tell it about. Every post waits for your approval before it goes out.
See how it actually works
Brand profile
Reading the brand
Researched topics
1. Tax year checklists
Write a short checklist post for the end of the tax year, in plain English, with no claims about returns…
2. Life events
Explain what to think about when someone changes job, moves home or has a child, and point to a next step…
3. Team and community
Introduce a member of the team or a local event the firm supported in Atlanta, without selling…
Coso reads your firm's website and what you've already posted, then builds a brand profile: voice, audience, palette, fonts and researched topics, along with the rules your firm works to.
Tax year end · 4 weeks
5/8Platforms pre-filled from the accounts already connected for this firm
One writer per post, five running at a time
You agree the plan once. Coso writes a single sample post for you to react to, then drafts the rest of the month from it, one writer per post.
Pensions, in plain English.
Five things to check this tax year.
Caption
Pensions, in plain English. Five things worth checking before the tax year ends: your contributions so far, your allowance, any old pots you have lost track of, your retirement date and who gets what if something happens to you. If one of those is a blank, it is a good time to book a review. This is general information and not personal advice. Harbour Wealth Partners, Atlanta
LinkedIn goes out as a PDF carousel. Cancel scheduling to make changes.
Ask for changes in plain language. Tighten a line, add the disclaimer, change the closing sentence. Wording sits on the image in your firm's own font, so it stays editable.
Pensions, in plain English.
Five things to check this tax year.
Caption
Pensions, in plain English. Five things worth checking before the tax year ends: your contributions so far, your allowance, any old pots you have lost track of, your retirement date and who gets what if something happens to you. If one of those is a blank, it is a good time to book a review. This is general information and not personal advice. Harbour Wealth Partners, Atlanta
LinkedIn goes out as a PDF carousel. Cancel scheduling to make changes.
The month after · drafted with your rules
Post approved. Review the rules from your edits
We found patterns in how you edited this post. Apply them to future posts or keep them as one-time changes.
Add the disclaimer to advice-style posts
End any post that explains a product or a rule with the line that this is general information and not personal advice. Applies to guidance posts, not to team or community posts.
"add the disclaimer at the end"
Logo top right, clear of the headline
Place the logo in the top right so it never sits over the headline, and keep numbers and dates out of the lower third where the caption overlay sits.
"move the logo to the top right"
Saved. Injected into every new draft for this firm.
Approve and it schedules itself. Coso turns your edits into rules, and every future draft arrives with them already applied.
You've tried the tools. The work is still there.
ChatGPT, a scheduling tool, your last agency. You're already trying. The posts still don't go out.
ChatGPT: Writes a caption when you prompt it. Every time, and it sounds nothing like your firm.
Writes every post. In your firm's voice, for the whole week, without being asked.
Doing it yourself: Posting comes after client meetings, reviews and reports. It slips.
Runs on its own. A full week of posts drafted every Thursday, ready for you to approve on Friday.
A content agency: Two weeks to hear back about a small change, then another round to add the disclaimer.
Learns your firm. Your edits become standing rules, like the disclaimer on every guidance post.
What does your page say about this year?
People look you up before they call. A feed that went quiet last spring makes them wonder.
7-day free trial · 3-minute setup
Posting, handled. Sign-off stays with you.
Finding the time is the hard part. Coso does the drafting.
A week of posts, every Thursday
- Coso drafts your content every Thursday.
- You review on Friday and that is the whole workflow.
- No briefs, no meetings, no chasing.
Your rules, applied every time
- Tell Coso the rules your firm works to.
- Fix a post once and the fix becomes a standing rule.
- Posts stay factual, with no promises on returns.
Plain English, in your voice
- Coso learns your tone from your website and past posts.
- Pensions, tax and protection explained without the jargon.
- Posts sound like your firm, not a template.
You approve everything
- Nothing goes out without your sign-off.
- Edit a caption, swap an image or regenerate the post.
- Approve in the dashboard or over WhatsApp.
This doesn't replace your compliance process
Coso handles the drafting, designing and scheduling. Your team still reviews and approves every post, and your usual sign-off steps still apply. Nothing goes out that you haven't approved.
Two ways to work with Coso
A typical agency doing the same job charges $3,000 or more. Let the AI agent handle it, or hand the whole thing to a dedicated strategist.
Coso Core
The AI agent does the leg work. You just approve.
- A full week of posts every week
- Facebook, Instagram, LinkedIn, X, Threads and Bluesky
- Onboarding and regular check-ins included
- You approve everything before it goes out
- Weekly customer success calls
- Built with your real assets — photos, catalogues, brand materials
- Safely compliant with relevant communication regulation
Coso Managed
Hands off. We run it for you.
- Everything in Core
- A dedicated strategist running your account
- Video editing included
- Agency-style service without the agency price
Start with a 7-day free trial. Monthly rolling, no lock-in. Cancel any time it's not working for you.
Frequently asked questions
Will the posts actually sound like our firm?
Yes. Coso reads your website and existing content to learn your tone of voice. Every post is written for your firm, not pulled from a template, and when you edit something Coso remembers it for next time.
How does Coso handle compliance?
Coso learns the communication rules you tell it about and applies them to every draft. When you make an edit, like adding a disclaimer, it becomes a standing rule. Coso doesn't replace your own compliance review, and you approve every post.
What kinds of posts does Coso create for financial services firms?
Tax year checklists, explainers on pensions and protection, team introductions, community involvement and firm news. Everything is sized for the platform it is going out on.
Does this replace our marketing person?
No. Coso handles the writing, designing and scheduling. Someone on your team still reviews and approves everything before it goes live. The point isn't fewer people, it's a social presence that doesn't depend on whoever has time that week.
How long does setup take?
About 3 minutes. Enter your website, and Coso learns your brand and creates your first post right away. Your first full week of content is ready within minutes.
How much does it cost?
Coso Core is $149 a month. Coso Managed, where we run the whole thing for you, is $699 a month. A typical agency doing the same job charges $3,000 or more. You can start with a 7-day free trial.
What if we don't like a post?
Edit it or regenerate it with one click. Your feedback helps Coso learn what you like, so the content keeps getting closer to your taste over time.
Can we use our own photos and case studies?
Yes. Use your own photos, news and events, or let Coso create media from scratch. Either way, your feed stays true to your firm.
Don't take our word for it. Ask AI.
Pick your favorite AI and ask what it thinks about Coso for a financial services firm. No filter, no spin.
Try asking
"Evaluate how Coso.ai could work for a financial services firm, how it handles tone and compliance rules for regulated content, and how much time it could save our team each week."