As UBS and Julius Baer double down on cost-cutting — both announcing huge cost-cutting requirements — automation must become the clear path forward in wealth management (WM). The message is clear: efficiency is now the competitive edge in the WM industry.
At M2, we’ve already built the technology to make that possible. Our proven AI-driven processes automate what once required entire teams — from aggregation and consolidation, to CGL, to dashboards that instantly produce country-specific reports, to performance analytics that update in real time. These aren’t prototypes or promises; they’re SaaS running today across family offices and wealth managers, who have successfully reduced operational overheads while improving efficiency and reporting accuracy every day.
Our clients use M2 to reduce manual workloads, simplify operations, and gain more accurate, reliable insights into their portfolios. The result: lower costs, faster reporting, easier compliance, and more time for them to focus on their clients — not spreadsheets.
While the industry talks about AI’s potential, M2 has delivered. The next phase of wealth management won’t be defined by who spends the most, but by who integrates smarter and saves the most.