--- title: "Ocorian Case Study | Fund Ops on Next Matter, Not in Outlook" description: "How 300+ Ocorian fund specialists give clients a single digital view of every fund and investor task, with controls, audit trail and SLAs built in." lang: en json-ld: | [ { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "@id": "https://nextmatter.com/#organization", "name": "Next Matter", "legalName": "Daizy NM Limited", "url": "https://nextmatter.com", "logo": "https://nextmatter.com/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg", "description": "Next Matter is the orchestration platform for regulated financial operations - purpose-built for asset managers, fund administrators, and wealth and wealthtech firms, not a generic workflow tool - combining AI agents, your existing systems and human approvals with governance and a complete audit trail.", "sameAs": [ "https://www.linkedin.com/company/nextmatter", "https://www.daizy.com" ] }, { "@type": "WebSite", "@id": "https://nextmatter.com/#website", "url": "https://nextmatter.com", "name": "Next Matter", "publisher": { "@id": "https://nextmatter.com/#organization" }, "inLanguage": "en" } ] }, { "@context": "https://schema.org", "@type": "Article", "headline": "Ocorian Case Study | Fund Ops on Next Matter, Not in Outlook", "about": { "@type": "Organization", "name": "Ocorian" }, "publisher": { "@id": "https://nextmatter.com/#organization" }, "mainEntityOfPage": "https://nextmatter.com/case-studies/ocorian", "inLanguage": "en" }, { "@context": "https://schema.org", "@graph": [ { "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://nextmatter.com" }, { "@type": "ListItem", "position": 2, "name": "Case studies", "item": "https://nextmatter.com/case-studies" }, { "@type": "ListItem", "position": 3, "name": "Ocorian", "item": "https://nextmatter.com/case-studies/ocorian" } ] } ] } ] --- [![Next Matter Logo](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg)](/) - [Solutions](/solutions) [ grid\_view Solutions Overview Personas, capabilities, and proof ](/solutions)[ smart\_toy AI Orchestration Coordinate agents across your stack ](/solutions/ai-orchestration)[ library\_books Workflow Library Remix production-ready workflows ](/remix) Case Studies [ ![Ocorian](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e8_Ocorian_trustbar.svg) Ocorian 1,800 Employees • Fund Administrator ](/case-studies/ocorian)[ ![Trade Republic](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e9_traderpublic_trustbar.svg) Trade Republic 10M Customers • Online Trading Platform ](/case-studies/trade-republic)[ ![b2Venture](/__l5e/assets-v1/40232f5e-b66d-45f6-8d04-8be40304d172/b2venture-logo.png) b2Venture $800mn AUM • Venture Capital Firm ](/case-studies/b2venture)[ ![Swan](/__l5e/assets-v1/ef4919d4-3042-430f-b1a2-10b7da14c889/swan-logo.webp#lh=1500x401) Swan BaaS leader • Embedded Banking Platform ](/case-studies/swan) - [Platform](/platform) [ hub Platform Overview Built for Fund Operations ](/platform)[ build Workflow Builder Build long-running orchestrations ](/workflow-builder)[ smart\_toy AI & Automation Agents, models and guardrails ](/ai-and-automation)[ extension Integrations Core Ledger & Ecosystem Connectivity ](/integrations)[ verified\_user Governance & Audit Approvals and a full audit trail ](/governance-and-audit)[ shield Security SOC 2, ISO 27001, data residency ](/security) - Resources [ forum Ask a Technical Question Chat with the docs AI assistant ](https://help.nextmatter.com/docs/integrate-across-tools?assistant)[ campaign Opinions Perspectives from our team ](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo) Case Study — Ocorian # Global fund ops, run without the mailbox Ocorian moved its fund and investor operations off spreadsheets and Outlook queues - onto one orchestrated view used by 300+ fund specialists worldwide. ![Ocorian Logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da283_ocorian-logo.svg) Global fund & corporate services 300+ Fund specialists 1,800 Employees onboarded 9,000+ Client entities 01 — The problem ## Fund admin was running our team, not the other way round Capital calls, NAV, KYC and reporting lived in spreadsheets, email chains and Outlook mailboxes that nobody really owned. Specialists started every morning trawling threads to find out what had moved overnight. Quarter-end meant late nights, version-control panic and the quiet fear that something had slipped through a forwarded email and would surface in an audit months later. The team weren’t short on talent or effort, they were drowning in coordination work that shouldn’t have been theirs to do. If you’ve ever opened Monday morning to 400 unread investor emails and wondered which one is the one that bites you, you already know the feeling. 02 — What we did ## One orchestrated view across fund & investor ops - visibility **Single live view.** Every fund and investor task in one place, across jurisdictions and fund structures. - sync\_alt **Bi-directional orchestrations.** Ocorian and the client team work the same task - no rekeying, no chase emails. - verified **Controls baked in.** AIFMD, SEC, FATCA/CRS approvals and audit trail enforced on every run. 03 — The payoff ## Faster cycles, fewer errors, audit-ready Routine fund-ops work that used to live in inboxes now closes inside SLA, with a complete audit trail and no end-of-month firefighting. 42% Fewer manual hours per fund cycle 86% Drop in process error rate 3.5x Faster capital-call turnaround 100% Audit trail coverage > “Next Matter is a step change for how we run things at Ocorian. Everything and everyone should be on Next Matter.” Operations Leadership — Ocorian Fund & Corporate Services Want the detail? Click to expand expand\_more - Orchestrations live: fund setup & onboarding, investor KYC/AML, capital calls & distributions, NAV production & reconciliation, investor reporting, AIFMD/SEC/FATCA filings, cash & payment ops, fee/expense/billing, audit trail. - Coverage: Luxembourg, Ireland, Cayman, US, UK and beyond - same orchestration, local controls. - Asset classes: private equity, real estate, infrastructure, debt and venture capital - one platform, not one per fund type. - Integrates with existing fund accounting, custodians, banks and CRM - no rip-and-replace. [See what your first 90 days look like](/book-a-demo) [More case studies](/case-studies) ![Next Matter](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg) The agentic operating system for modern financial services. A Daizy company. 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