workspaces Case Studies

Proof, from the front line.

How regulated firms run investment governance, embedded finance, fund operations and bank-grade ops on Next Matter — governed, auditable, at scale.

Ocorian

Fund administration

Fund ops on Next Matter, not in Outlook

300+ fund specialists run global fund operations on Next Matter — fewer mailboxes, faster cycles, audit-ready by default.

Ocorian

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Trade Republic

Consumer bank

Bank-grade ops at consumer scale

AML investigations, card replacements, KYC exceptions and subpoenas across 17 countries and 10M customers — orchestrated end-to-end.

Trade Republic

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Swan

Embedded finance

Embedded finance ops, scaled without the headcount

Onboarding, AML and exceptions run on Next Matter across 30+ partners — without growing ops headcount in step with volume.

Swan

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b2venture

Venture platform

Investment governance, automated

Multi-fund investment governance turned from coordinated emails into an audit-proof, institutional-grade system — no code required.

b2Venture

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