---
title: "Case Studies | Next Matter"
url: https://nextmatter.com/case-studies
description: "How regulated financial services firms run investment governance, embedded finance, fund operations and bank-grade ops on Next Matter."
lang: en
---

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.

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

Read the case study arrow_forward
https://nextmatter.com/case-studies/ocorian

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

Read the case study arrow_forward
https://nextmatter.com/case-studies/trade-republic

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

Read the case study arrow_forward
https://nextmatter.com/case-studies/swan

Venture platform

## Investment governance, automated

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

b2Venture

Read the case study arrow_forward
https://nextmatter.com/case-studies/b2venture

Start building

## See what your ops team could ship this week

Design, deploy and govern your first workflow in days — no engineering queue.

Get a working prototype: https://nextmatter.com/talk-to-us

Explore the platform: https://nextmatter.com/platform

## Structured data

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```