M2 Financial 

M2 Financial has a head office in Nottingham with other main offices in London and Cambridge and were looking to grow their adviser base both through acquisition and organically.

Before selecting their particular back office system, M2 had used a couple of others and were getting increasingly frustrated with the previous solutions.

They concluded after a comprehensive two year study that the system they use now was the best product available from all perspectives.

M2 use their back-office system to provide real efficiencies through both a paperless office and end-to-end processing.

 Download the M2 Financial case study.