--- title: "Next Matter | AI Governance for Asset Operations" description: 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" } ] } --- [![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) Featured Story How Ocorian standardized operations for 1,800 employees. # Scale Your AUM . Strengthen Your AI Compliance . Run your most complex, regulated operations with the confidence of the world's leading asset managers and fund administrators. Without adding headcount or losing control. By now you probably have an AI strategy. Do you have a regulator-ready AI operating model? [Explore Case Studies](#featured-proof) [Book a custom demo](#) Trusted by regulated financial services firms Trade Republic Swan Ocorian b2venture Börse Stuttgart The Operating Model ## The control layer for financial services operations Every decision, handoff, approval, and AI action captured in one governed operating model - built by your ops teams, deployed in days, augmenting the stack you already run. [See the platform](/platform) [See your library of templates to remix](/remix) [ ![Ocorian Logo](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da283_ocorian-logo.svg) ### Running Global Fund Ops Without The Mailbox Global fund service provider Ocorian standardized complex collaboration across 1,800 employees and 9,000+ clients. account\_balance\_wallet Distributions & Capital Calls verified\_user Investor KYC analytics Financial Reviews & Reporting 300+ Fund Specialists Worldwide 1 View Across Fund & Investor Ops End-to-End Cash Management Automation Built-in AIFMD / SEC / FATCA Controls Read the full transformation story arrow\_forward ![Ocorian Logo Watermark](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da283_ocorian-logo.svg) "Next Matter is a step change for how we runt things at Ocorian. Everything and everyone should be on Next Matter." Operations Leadership Ocorian Fund & Corporate Services ](/case-studies/ocorian) ## Leading Financial Services Players Trust Next Matter Put AI agents to work alongside your team, so you can automate the complex, regulated orchestrations that slow you down, and free your people for higher-value work. [ ![Trade Republic](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da552_TradeRepublic.svg) Regulated Bank **$150bn AUM** · **10M customers** · 17 countries AML Investigation Card Replacements KYC Exceptions Subpoenas & Trading ](/case-studies/trade-republic)[ ![Swan Logo](/__l5e/assets-v1/ef4919d4-3042-430f-b1a2-10b7da14c889/swan-logo.webp#lh=1500x401) BaaS **30 countries** · French regulated by ACPR KYB/KYP B2B2C Onboarding Transaction Reviews Compliance Checks ](/case-studies/swan) ![Börse Stuttgart Logo](/__l5e/assets-v1/7995c178-db7f-4e90-9441-6e3eddbfe1f0/bourse-stuttgart-logo.webp#lh=576x347) Exchange Leading European stock exchange · **12 countries** Name Changes Vendor Onboarding Approvals & Finance ## Funds / Asset Managers Automate with Next Matter Give your investment and operations teams AI agents they can actually trust, with the governance and audit trail to run them as full team members from day one. CRANE #### Crane UK VC · 60+ Investments group\_add Fund Onboarding fact\_check Investment Committee assignment\_turned\_in Compliance Attestations ETF ISSUERS #### ETF Issuers $600bn+ AUM description Strategy Narratives update Portfolio Updates groups Meeting Preparation [ ![B2Venture Logo](/__l5e/assets-v1/40232f5e-b66d-45f6-8d04-8be40304d172/b2venture-logo.png) #### B2Venture Swiss VC · $800mn AUM summarize IC Minutes history\_edu Audit Trail Generation settings\_suggest Fund Ops Orchestrations ](/case-studies/b2venture) ## In a nutshell The Spaghetti ### If you run engineering You know what to build and what to buy. Keep your best engineers (and tokens) focused on your edge, not orchestration compliance. The Time ### If you run operations You already know which processes live in someone's head and a spreadsheet. That's the risk that keeps you up at night. The Audit ### If you own risk & compliance When the regulator calls, you want to send a link not assemble a war room. The Danger ### If you're the CEO If you're still using Excel and emails, you might be gone in 5 years. ## Lead with Evidence See what you can ship in your first 90 days alongside Ocorian, Trade Republic, and B2Venture. [Connect with Us](/book-a-demo) [View All Success Stories](#) Loved by our users [![G2 Users Love Us](https://cdn.prod.website-files.com/68875dc226afb0a643320138/68875dc226afb0a643320839_G2-badge-users-love-us.png)](https://www.g2.com/products/next-matter/reviews) [![Capterra 4.9 / 5](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da560_logo_capterra.svg)](https://www.capterra.co.uk/software/212770/next-matter) [![Zendesk 5 / 5](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da55e_logo_Zendesk.svg)](https://www.zendesk.co.uk/marketplace/apps/support/992085/next-matter/?queryID=1f58ff15fca7a8dd14a17718ebf529a0) ![Next Matter](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg) The agentic operating system for modern financial services. A Daizy company. [](https://www.linkedin.com/company/nextmatter) Case studies - [Ocorian](/case-studies/ocorian) - [Trade Republic](/case-studies/trade-republic) - [Swan](/case-studies/swan) - [b2Venture](/case-studies/b2venture) - [All case studies](/case-studies) Solutions - [Solutions overview](/solutions) - [AI Orchestration](/solutions/ai-orchestration) - [Workflow library](/remix) Platform - [Platform overview](/platform) - [Workflow Builder](/workflow-builder) - [AI & Automation](/ai-and-automation) - [Integrations](/integrations) - [Governance & Audit](/governance-and-audit) - [Security](/security) - [System status](https://status.nextmatter.com/) Capabilities - [AI Financial Reporting](/ai-financial-reporting) - [Operational Intelligence](/operational-intelligence) - [Exception Handling](/exception-handling) - [Team Interfaces](/team-interfaces) - [Guest Interfaces](/guest-interfaces) - [Manager Dashboard](/manager-dashboard) - [Builder Toolbox](/builder-toolbox) Company - [About](/about) - [Careers](/careers) - [Opinions](/opinions) - [Answers](/answers) - [Documentation](https://help.nextmatter.com/docs/integrate-across-tools) - [Ask a Technical Question](https://help.nextmatter.com/docs/integrate-across-tools?assistant) Certified Secure [![AICPA SOC 2 for Service Organizations](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da55f_logo_SOC2.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![GDPR compliant](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da561_logo_GDPR.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![SOC 2 Type 2 compliant 2025](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69eb389eff4de1586e1d2f14_Daizy%20SOC%202%20Type%202.png)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) © 2026 Daizy NM Ltd. 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