M1 Finance
200 N LaSalle St., Ste. 800,
Chicago, 60601, IL,
United States
Chicago, 60601, IL,
United States
1 312-600-2883
Banking and Financial Services
M1 Finance Technographics
M1 Finance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by M1 Finance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 M1 Finance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that M1 Finance has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2017, Greenhouse ATS for Applicant Tracking System in 2017, Q2 Digital Banking Platform for Digital Banking in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems M1 Finance is running and its propensity to invest more and deepen its relationship with Oracle , Greenhouse , Q2 Software or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing M1 Finance revenues, which have grown to $30.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for M1 Finance intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
M1 Finance Tech Stack and Enterprise Applications
M1 Finance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, M1 Finance implemented Oracle NetSuite ERP as its core accounting platform, deploying the system within an ERP Financial context to support rapid business expansion. The rollout aligned with a lean accounting model where a two person team managed the books while the company scaled headcount aggressively, requiring automation and multi entity consolidation capabilities from the Oracle NetSuite ERP deployment.
The implementation emphasized ERP Financial modules for accounts payable automation, general ledger consolidation, multi-subsidiary support, and expense management. Configuration included multi-subsidiary mappings and chart of accounts visibility controls, enabling the accounting team to hide irrelevant account codes, surface dropdown expense coding to employees, and standardize approval workflows across approximately a dozen departments.
Oracle NetSuite ERP was integrated with Airbase and with company bank accounts to automate bill payments, virtual card controls, expense reimbursements, and the creation of journal entries in NetSuite. This integration synchronized spend approval rules and allowed posts from AP automation to flow into the ERP for consolidation, while enabling administrative controls such as spend limits, approver switching, and physical and virtual card approvals.
Governance and operational processes were restructured to leverage automation, with advanced approvals and spend routing preventing manual touchpoints and reducing coding errors. M1 Finance and its accounting team reported that the combined Oracle NetSuite ERP and Airbase configuration allowed the two person team to sustain company hypergrowth without outsourcing accounting, and M1 participated as an early adopter for multi-subsidiary and expense features as those capabilities evolved.
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M1 Finance HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2017 | 2017 |
In 2017, M1 Finance implemented Greenhouse ATS as its Applicant Tracking System. The deployment placed Greenhouse ATS as the primary talent acquisition platform surfaced on M1 Finance's careers site using Greenhouse-hosted job board pages to manage external postings, and it serves recruiting and HR processes for the company's U.S. hiring activities.
Configuration focused on applicant lifecycle management, including job requisition posting, candidate tracking through configurable pipelines, interview orchestration with structured scorecards, and offer workflow management. The setup leverages Greenhouse ATS automation for candidate status transitions and standardized hiring stages to reduce manual handoffs between recruiters and hiring managers.
Operationally the Greenhouse ATS integration is embedded on M1 Finance's website careers pages where job listings are published and candidate applications flow directly into the Greenhouse ATS instance. The platform is used by recruiting, HR operations, and hiring managers, providing a single source of record for applicant data and interview feedback across open roles.
Governance aligned to recruiting process controls, with HR owning configuration, hiring managers enforcing structured interview workflows, and recruiting operations managing job postings and candidate communications. The 2017 implementation established Greenhouse ATS as the centralized Applicant Tracking System for M1 Finance hiring activities.
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Applicant Tracking System | HCM |
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2021 | 2021 |
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M1 Finance ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Q2 Software | Legacy | Q2 Digital Banking Platform | Digital Banking | ERP Services and Operations | n/a | 2020 | 2021 |
In 2020 M1 Finance implemented the Q2 Digital Banking Platform to support Spend and checking product operations and core Digital Banking functions. The Q2 Digital Banking Platform was deployed to manage customer onboarding, dispute workflows, and account servicing across M1 Finance's retail banking stack.
The implementation focused on operational workflows and case management for transaction disputes, including the digitization of the dispute intake form and the integration of CentrixDTS for dispute lifecycle orchestration. Functional capabilities implemented included Enhanced Due Diligence protocol in onboarding, dispute oversight and resolution workflows, account write-off procedures, card ordering and expedition workflows, and tiered customer support escalation handling.
Integrations and operational coverage centered on a direct operational relationship with Lincoln Savings Bank and the CentrixDTS platform, with coordinated credentialing and training for M1 client success team leads. The rollout engaged fraud operations, compliance, and engineering teams, enabling M1 staff to serve as liaisons for dispute status inquiries and to embed Customer Due Diligence checks into the onboarding workflow.
Governance and process changes included the creation and maintenance of internal process documentation and a knowledge base, deployment of an outgoing checking account wire transfer workflow and protocol, and the introduction of email encryption for weekly PII transmissions to banking partners. These changes supported operational outcomes that were documented during rollout, including the digitization effort saving dozens of man hours per week, expedited customer support through tier-one handling, reduced bottlenecks, and the detection and interruption of multiple account abuse and takeover attempts.
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M1 Finance AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Chatbots and Conversational AI | AI-Powered Application |
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2022 | 2022 |
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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M1 Finance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2022 | 2022 |
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M1 Finance Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2023 | 2023 |
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M1 Finance CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Support | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2016 | 2016 |
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M1 Finance ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2022 | 2022 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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M1 Finance IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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M1 Finance Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Professional Services | Professional Services |
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2020 | 2020 |
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Professional Services | Professional Services |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at M1 Finance
| First Name | Last Name | Title | Function | Department | Phone | |
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CTO | CXO | Finance | |
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CISO | CXO | Finance | |
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CFO | CXO | Finance | |
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Vice President of Operations | VP | Operations | |
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IT Manager | Manager | IT | |
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Apps Being Evaluated by M1 Finance Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from M1 Finance IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the M1 Finance digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD M1 Finance Technographics
M1 Finance is a Banking and Financial Services organization based in United States,
with around 300 employees and annual revenues of $30.0 million.
M1 Finance operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Greenhouse ATS and Q2 Digital Banking Platform,
covering areas like ERP Financial, Applicant Tracking System and Digital Banking.
M1 Finance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Greenhouse and Q2 Software.
M1 Finance recently adopted applications including
DocuSign eSignature in 2023, Ada AI Chatbot in 2022 and Adobe Connect in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of M1 Finance’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates M1 Finance’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete M1 Finance technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.