Situation When it comes to making decisions about savings and investing, people are always looking for sound advice. Trusted review sites and credible financial content creators play an important role in helping consumers make decisions confidently. For M1 Finance, a free personal finance app, content partners are an important source of referrals. In their first few years of operation, M1 Finance used a basic platform to manage its ambassador program. But as M1 Finance grew, it needed something much more automated, credible, and robust. Key goals included reducing onboarding friction for partners and reducing manual work for the team so the program could grow more quickly. M1 Finance also wanted the ability to customize contracts to its business model and enable partners to pull

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