Case Study: M1 Finance accelerates marketing velocity with Hightouch

M1 Finance Securely Powers 100+ Marketing Audiences with a Composable CDP

M1 Finance, a personal finance app and investing platform managing over $7 billion in assets, needed a way for its marketing team to build and activate custom audiences without relying on slow, engineering-heavy processes. Using Hightouch, the company wanted to improve personalization and campaign speed while maintaining the strict security and compliance requirements of a financial services business.

Hightouch provided M1 Finance with a composable CDP and Customer Studio to self-serve audience building directly from the data warehouse, while syncing audiences securely to Salesforce Marketing Cloud. The result was over 100 audiences built, customer data attributes expanded from 150 to more than 750, campaign execution time cut from 3+ months to minutes, engineering effort reduced by 80-90% for marketing requests, and 3-5 hours saved weekly on pipeline maintenance.

M1 Finance

Jacob Carsten

Marketing Technology Manager