Rapidly transform your entire operations.
Compliance and audit grade infrastructure to orchestrate people, systems, data and AI agents end-to-end. Built for the world's most demanding financial services organisations.
Trusted by regulated financial services firms
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.
The reality
AI transformations are stuck.
Pilots prove the magic. Production never arrives. Operations keep growing in complexity, regulation keeps tightening, and the spreadsheets, inboxes and point-to-point scripts that hold it all together quietly become the bottleneck.
Product lines
Multiplying
Jurisdictions
Diverging
Systems
Sprawling
AI agents
Ungoverned
What we do
End-to-end operational infrastructure. Connected, auditable, controlled.
People
Customers, employees and partners, with human-in-the-loop approvals and audit at every step.
Systems
AI agents, homegrown tools and third party platforms, orchestrated in one system of record.
Data
Warehouse, vendors and golden sources, with full lineage and proof for every action taken.
How we are different
Transformation, delivered faster.
Business led
Non-technical users build and change their own orchestrations
Complete
Every feature to run mission-critical operations, including human-in-the-loop
Made for FS
Bank grade infrastructure built by financial services professionals
The road to impact
Days or weeks. Not months or years.
Identify and prioritise
Pick the AI and operations initiatives with the highest leverage. Scope them with your business and your centre of excellence.
Deploy in days, not years
Stand up working orchestrations across people, systems and AI agents inside weeks, with full audit and controls from day one.
Run and improve
Iterate continuously based on real user feedback and evolving regulation. The business owns its operations again.
"The trade-off was our engineers taking one year to build the feature, or having Next Matter deliver it in less than a month. We need to move fast while maintaining the highest quality possible, so Next Matter became our go-to partner."
Manuel Fraga
Strategic Operations Manager, Trade Republic
Customers
Leading financial services organisations orchestrate end-to-end with Next Matter.
Regulated bank, $150bn AUM, 10m customers across 17 countries.
Runs: AML Investigation · Card Replacements · KYC Exceptions · Subpoenas · Trading Events
French banking-as-a-service provider, active in 30 countries, regulated by ACPR.
Runs: KYB/KYP · B2B2C Onboarding · Transaction Reviews · Compliance Checks
Global fund services provider, 8,000+ clients, 1,800 employees.
Runs: Distributions · Capital Calls · Investor KYC · Financial Reviews · Reporting
Börse Stuttgart
Leading European stock exchange, active in 12 countries.
Runs: Name Changes · Vendor Onboarding · Approvals · Finance Approvals
Built for asset management
Hundreds of use cases. One system of record.
Product Management
Fund onboarding, structure setup, legal docs, fee model, exchange listing.
Investment Research
Data extraction, screening, transaction execution, IC approvals, valuation.
Board & Mgmt Reporting
Approvals, regulatory reporting, board packs, QBR, MI.
Marketing & Content
Marketing approval, compliance audit, portfolio narrative, sales enablement.
Client Servicing
Onboarding, ongoing servicing, ad-hoc requests, SLA monitoring.
Fund Accounting
Core accounting, NAV calculation and review, reconciliations.
Compliance & Reg Reporting
Regulatory orchestrations, monitoring, audit request management.
Data & Document Processing
PDF extraction, OCR, classification, version control, quality checks.
Fee, Expense & Billing
Fee calculations, rebates, invoice allocation, approvals, tracking.
Internal Operations
End-to-end orchestration, exceptions, multi-level approvals, SoD controls.
Technology & Integration
System integration, data migration, sync, agentic flows, batch processing.
HR, Finance, Risk & Controls
Risk and control monitoring, audit docs, HR onboarding, incident tracking.
Tell us about your journey.
Whether you are scaling AUM, deploying AI agents, or untangling a decade of point-to-point scripts, we would love to compare notes.
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