Use cases

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Financial Services
Seizure Handling

Process seizures with customizable checklists and automated coordination and communications steps

Financial Services
Compliance Operations (Financial Services)
View use case
Arrow right icon
Financial Services
Password / TAN / PUK Reset

Process password, TAN, and PUK reset requests in simplified way

Financial Services
Customer Service Operations (Financial Services)
View use case
Arrow right icon
Financial Services
Exemption Orders for Capital Gains

Process exemption orders for capital gains with automated documentation and no screen-switching

Financial Services
Compliance Operations (Financial Services)
View use case
Arrow right icon
Financial Services
Data Deletion Requests

Process data deletion requests in a fully automated way, without switching systems

Financial Services
Compliance Operations (Financial Services)
View use case
Arrow right icon
Financial Services
Card Replacement

Order and send out replacement credit and debit cards in a few clicks

Financial Services
Customer Service Operations (Financial Services)
View use case
Arrow right icon
Financial Services
Employee Onboarding - Financial Services

Onboard new employees end-to-end, including mandatory background checks and basic training

Financial Services
Compliance Operations (Financial Services)
View use case
Arrow right icon
Financial Services
Employee Onboarding - Financial Services (advanced)

Onboard new employees end-to-end, incl. Advanced Onboarding Requirements (Mandatory Trainings, Know Your Employee, Police Certificate, GDPR, Harrassment, AML Awareness)

Financial Services
Compliance Operations (Financial Services)
View use case
Arrow right icon
Financial Services
Fraud Investigations (internal and external)

Investigate, manage, and document fraud cases end-to-end without internal email

Financial Services
Compliance Operations (Financial Services)
View use case
Arrow right icon
Financial Services
Bankruptcy

Handle bankruptcy proceedings in a streamlined way, with checklists and automated data collection

Financial Services
Customer Service Operations (Financial Services)
View use case
Arrow right icon
Compliance Automation
Expense Management

End-to-end submission and processing of business expenses

Compliance Automation
Compliance Operations (Financial Services)
View use case
Arrow right icon

Start automating in Next Matter today

BOOK A DEMO