Strategic Partners
Partner with the experts

Collaborating at the strategic level with M Financial enables organizations to work with leading insurance and financial experts on custom solutions and programs that can be scaled to deliver superior service to all stakeholders.

Financial Institutions

A strategic partnership with M Financial enables a financial institution to:

  • Deliver a superior experience for staff and clients through M’s scalable platforms, services, and infrastructure
  • Access exclusive solutions with preferred pricing to fill gaps in client portfolios
  • Collaborate with the best minds in the industry to enhance client relationships
  • Gain expert back-office support, including efficient accelerated underwriting

Membership Organizations

A strategic partnership with M Financial enables a membership organization to:

  • Access the expertise and thought leadership of the M community to increase members’ economic empowerment
  • Access M’s suite of exclusive products at preferred pricing
  • Collaborate on custom educational and marketing programs, delivered digitally
  • Offer professional development opportunities to members interested in the financial services industry

Collaborative Mindset

We work with the best minds in the industry—our Member Firms, partners, and support teams collaborate on solutions that bring our collective expertise to clients.

M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same.