--- title: "Next Matter | AI orchestration for financial services" url: https://nextmatter.com/ description: "Next Matter orchestrates the complex, regulated operations of modern financial services firms - compliantly, auditably, at scale." lang: en --- Workflows that work # Operational orchestration for complex processes Compliant, auditable workflows for high-stakes operations, live in weeks Trusted by Image: Trade Republic (https://nextmatter.com/__l5e/assets-v1/3e4c7977-a548-4930-9ea2-af850af06e3e/trade-republic.svg) Image: Swan (https://nextmatter.com/__l5e/assets-v1/5704c429-2367-4ede-8a4b-0121e36ed9af/swan.svg) Image: Ocorian (https://nextmatter.com/__l5e/assets-v1/c44e18b9-1a91-4fe9-83cd-19abc71cca9f/ocorian.svg) Image: b2venture (https://nextmatter.com/__l5e/assets-v1/5728e356-240a-44fb-a238-df7e984fd302/b2venture-logo.svg) Image: Börse Stuttgart (https://nextmatter.com/__l5e/assets-v1/4438c94e-aa1d-43e4-920c-35ca3e56e82c/boerse-stuttgart.svg) Image: OBI (https://nextmatter.com/__l5e/assets-v1/b5d737da-0276-4885-9875-f3e8008cf11f/obi.svg) ## Governed orchestration designed for account_balance Complex, high-stakes operations From financial services to retail and logistics autorenew Recurring processes Where manual work drives cost, delay and risk groups Operations teams Ops-owned, no-code, with IT governance built in ## The nervous system of your operations Next Matter connects your teams, systems, clients and counterparties, and governs every step between them. > We don't need another tool. We need the tools we already have to talk to each other. **Head of Operations** · Global Asset Manager Image: Next Matter Governed Execution Your team Clients Counterparties Your systems AI agents hub Augments your existing stack No rip-and-replace bolt End-to-end automation No manual handoffs visibility One shared view For ops, compliance and IT Built to scale ### Run your business on process, not memory Growth doesn't stall for lack of ambition. It stalls when you can't build fast enough to keep up with operational changes. Next Matter gives teams what they need to fix processes before complexity becomes a constraint. See how a leading fund administrator standardised at scale (https://nextmatter.com/case-studies/ocorian) description Client onboarding Automated bolt Approvals now route themselves Priya, operations v1.2 Built for operations ### Go live with your first process next month Operations teams can design, deploy, and change workflows themselves. The people closest to the process own the workflow, including the prompts they've already tested. Explore Workflow Builder (https://nextmatter.com/workflow-builder) Ops team Builds workflow Workflow Builder Build → Deploy Deployed in days Live Deployed and running Compliance by design ### Your auditor's questions already have an answer Every step is recorded as it happens - not assembled after the fact. When the regulator knocks, send a link without having to set up a war room. Explore how we do it (https://nextmatter.com/governance-and-audit) Live audit trail Audit-ready database Source data Captured 10:21 AM auto_awesome Draft Generated 10:27 AM group Review Approved 10:34 AM lock Final version Locked 10:41 AM ## Proven in production 1 month to deploy your first process, regulator-ready Trade Republic 1,800 employees now using auditable agents Ocorian 100% audit trail on every recurring process Swan 7x growth in partner operations in under a year Branch Insurance In their own words ## What operators say about Next Matter From regulated banks to global fund administrators, teams use Next Matter to run their most critical processes. - Image: Trade Republic logo (https://nextmatter.com/__l5e/assets-v1/3e4c7977-a548-4930-9ea2-af850af06e3e/trade-republic.svg) Next Matter enabled us to go from idea, to working process, to go-live with a reliable solution in a matter of days. TR Trade Republic - Image: Swan logo (https://nextmatter.com/__l5e/assets-v1/5704c429-2367-4ede-8a4b-0121e36ed9af/swan.svg) Managing processes manually was a quality and compliance risk. With Next Matter, we can now run customer onboarding at scale and never miss a critical step. MJ Maxime de Juniac Chief Service Officer, Swan - tink HR Whenever things change, like a new form that needs to be filled, or an additional training that needs to be done, I can make the change myself within minutes in the Next Matter editor. TH tink HR - Image: b2venture logo (https://nextmatter.com/__l5e/assets-v1/b30e5043-dd79-4b03-a95b-5005c557bc51/b2venture.png) Next Matter turned our investment governance from coordinated emails into an institutional-grade system. SE Sven Eppert Partner & CFO, b2venture - Image: Home24 Outlet logo (https://nextmatter.com/__l5e/assets-v1/08960da2-3d0b-4d66-b8c3-0e04669a03c6/home24.svg) It's simple, flexible, and super easy to use. That's the biggest advantage. HO Home24 Outlet - Image: TradeCore logo (https://nextmatter.com/__l5e/assets-v1/1b8e7e95-9fc4-4a08-948f-26dde1acae91/tradecore.svg) We have a lot of users to onboard and it was a very time-consuming process. With Next Matter we reduced the onboarding time by 5-6x. DM Dragan Maksimovic Compliance Officer, TradeCore - Image: Ocorian logo (https://nextmatter.com/__l5e/assets-v1/c44e18b9-1a91-4fe9-83cd-19abc71cca9f/ocorian.svg) With Next Matter, we can provide a single digital view of all tasks and processes between Ocorian and client teams, with real-time collaboration across transparent process steps. OC Ocorian - Image: Aerones logo (https://nextmatter.com/__l5e/assets-v1/d716e175-2251-4ff5-af3a-800430a05277/aerones.svg) It's now impossible for any information to be missed with all the required steps built in. LB Lilija Breiva Health, Safety and Quality Manager, Aerones - Image: Trade Republic logo (https://nextmatter.com/__l5e/assets-v1/3e4c7977-a548-4930-9ea2-af850af06e3e/trade-republic.svg) When regulators come to us, we can show them every instance of every process, even if they want to see proof from a 3-month period or more. TR Trade Republic - Image: Trade Republic logo (https://nextmatter.com/__l5e/assets-v1/3e4c7977-a548-4930-9ea2-af850af06e3e/trade-republic.svg) It was a no-brainer: our engineers taking one year to deliver, or having Next Matter deliver it in under one month. We need to move fast while maintaining the highest quality possible. OL Operations Leadership Trade Republic - Image: Branch logo (https://nextmatter.com/__l5e/assets-v1/1105a0f3-b4cc-4815-9410-6d4422a47e82/branch.svg) It's the biggest source of truth. If you don't know something, you go check it in Next Matter. OL Operations Lead Branch - Image: Houst logo (https://nextmatter.com/__l5e/assets-v1/b6876d29-ef35-4bbc-b46a-cee4a20a38aa/houst.svg) With Next Matter, we can maintain that personal touch while still building processes out at scale. KI Kitty Quality and Process Improvement Manager, Houst - Image: TradeCore logo (https://nextmatter.com/__l5e/assets-v1/1b8e7e95-9fc4-4a08-948f-26dde1acae91/tradecore.svg) We were able to get it up and running in no time, with no engineering commitment from our side. TR TradeCore 7,135,660 Regulated Workflows Run Live 59,556,171 Steps executed Trusted by operations teams G2 Users Love Us: https://www.g2.com/products/next-matter/reviews Capterra 4.9 / 5: https://www.capterra.co.uk/software/212770/next-matter Zendesk 5 / 5: https://www.zendesk.co.uk/marketplace/apps/support/992085/next-matter/?queryID=1f58ff15fca7a8dd14a17718ebf529a0 Sales have Salesforce. Tech have Jira. Ops need Next Matter. Case studies ## How regulated FS firms use Next Matter Real deployments. Named customers. Measurable outcomes. Financial services & banking OCORIAN ### Standardising collaboration for 1,800 employees across asset services Global fund services · 1,800 employees · 9,000+ clients Distributions & capital calls Investor KYC Financial reporting 100% end-to-end process coverage replacing fragmented email workflows firm-wide Read the full story → (https://nextmatter.com/case-studies/ocorian) Trade Republic ### Orchestrating support and compliance workflows at Europe's largest broker 10M+ customers · Regulated by BaFin KYC verification Support resolution Compliance checks 1 month to deploy what internal estimates had at 12 months to build Read the full story → (https://nextmatter.com/case-studies/trade-republic) Swan ### Automating mission-critical KYC & KYB at Europe's leading BaaS platform Banking-as-a-Service leader · Compliance-first architecture KYC automation KYB onboarding AML workflows 100% audit trail on every regulated workflow, replayable for any regulator Read the full story → (https://nextmatter.com/case-studies/swan) Fund managers & asset managers b2venture ### Audit-proof investment management workflows at $800M AUM VC $800M AUM · VC governance & portfolio operations IC workflows Investment approvals Portfolio reporting Read the full story → (https://nextmatter.com/case-studies/b2venture) Börse Stuttgart ### Fund operations workflows across a regulated European exchange group Exchange operator · 21 months running on Next Matter Name & mandate changes Operational controls How it works ## From pilot to production in days, not months Next Matter brings domain expertise across fund administration and financial services - you don't start from zero. Step 1 - Identify ### Map your highest-risk manual processes Next Matter brings domain expertise across fund administration and financial services - you don't start from zero. We help you prioritise the workflows with the highest compliance risk and operational impact first. Step 2 - Build ### Your operations team builds it - no engineering dependency No code, no engineering dependency. Working prototypes to production typically within days or weeks, not months. Business users own the process - IT reviews, not gatekeeps. Step 3 - Run & Improve ### Real-time visibility and compliance-grade audit trails Real-time visibility, SLA enforcement, compliance-grade audit trails. Adapt workflows as regulations and business needs change - without IT tickets or sprint cycles. AI agents slot into existing workflows as you're ready. Start building ## See what your ops team could ship this month Design, deploy and govern your first regulated workflow in days - no engineering queue. 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