Fintech Automation Blog

Automation in Marketing: A coffee chat with Zoe Meggert of Perfectly Planned Content

blog fintech marketing web-based apps Apr 13, 2022

Last week we had a great chat with our trusted colleague and financial advisor marketing guru, Zoë Meggert, founder of Perfectly Planned Content. We covered how to create a scalable marketing strategy using tech and automation, including:

  • Tools to consider as part of your marketing tech stack
  • What elements of your strategy can be effectively automated
  • Quick wins you can implement today to level up your marketing

See the full video here:


Zoë and her team helped create the email marketing campaigns you can find in our automation template store.

They have also contributed several guest blog posts which you can find here:

If you're a financial advisor in need of marketing strategy, check out the Perfectly Planned Content site here.


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