Customer stories
Swan offers cutting-edge banking products to customers, but they also take on accountability for regulatory compliance. KYC, KYB, and key AFC/AML functions are crucial processes they need to get right every time. That's where Next Matter comes in.
Houst needed the ability to build, track, and manage complex workflows without CS agents leaving the Front interface. Next Matter was the right solution, due to its straightforward, easy-to-use sidebar that CS teams could easily access from within Front. It fast emerged as the obvious choice.
Trade Republic improved their investigation workflows with compliance-proof workflow automation, boosting operational accuracy, efficiency and audit-readiness. With event-based triggers and investigative actions, they've scaled process execution cost-efficiently, without additional manpower.
BlueYard Capital, a venture capital firm, streamlined their operational processes and automated their quarterly reporting. Click to read the full story and discover how they leveraged Next Matter's workflow automation software to save time, improve data quality and focus on strategic initiatives.