--- title: "Next Matter | Rapidly transform your entire operations" description: "Next Matter is compliance and audit grade end-to-end operational infrastructure for financial services. Deploy AI, orchestrate people and systems, transform in days not years." 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) bolt Intro · 2026 # 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. [Connect with Us](/book-a-demo) [See the product](/product) 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) 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. groups ### People Customers, employees and partners, with human-in-the-loop approvals and audit at every step. hub ### Systems AI agents, homegrown tools and third party platforms, orchestrated in one system of record. database ### 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. 1 ### Identify and prioritise Pick the AI and operations initiatives with the highest leverage. Scope them with your business and your centre of excellence. 2 ### 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. 3 ### Run and improve Iterate continuously based on real user feedback and evolving regulation. The business owns its operations again. format\_quote > "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. [ ![Trade Republic](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e9_traderpublic_trustbar.svg) Regulated bank, $150bn AUM, 10m customers across 17 countries. Runs: AML Investigation · Card Replacements · KYC Exceptions · Subpoenas · Trading Events ](/case-studies/trade-republic)[ ![Swan](/__l5e/assets-v1/ef4919d4-3042-430f-b1a2-10b7da14c889/swan-logo.webp) French banking-as-a-service provider, active in 30 countries, regulated by ACPR. Runs: KYB/KYP · B2B2C Onboarding · Transaction Reviews · Compliance Checks ](/case-studies/swan)[ ![Ocorian](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e8_Ocorian_trustbar.svg) Global fund services provider, 8,000+ clients, 1,800 employees. Runs: Distributions · Capital Calls · Investor KYC · Financial Reviews · Reporting ](/case-studies/ocorian) 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. [Connect with Us](/book-a-demo) [Read our opinions](/opinions) 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. All rights reserved. A Daizy company [Terms of Service](/terms-of-service) [Privacy Policy](/privacy-policy) [Data Processing Agreement](/data-processing-agreement) Solutions - [Solutions Overview](/solutions) - [AI Orchestration](/solutions/ai-orchestration) - [Workflow Library](/remix) Case Studies - [Ocorian](/case-studies/ocorian) - [Trade Republic](/case-studies/trade-republic) - [b2Venture](/case-studies/b2venture) - [Swan](/case-studies/swan) Platform - [Platform Overview](/platform) - [Workflow Builder](/workflow-builder) - [AI & Automation](/ai-and-automation) - [Integrations](/integrations) - [Governance & Audit](/governance-and-audit) - [Security](/security) Resources - [Ask a Technical Question](https://help.nextmatter.com/docs/integrate-across-tools?assistant) - [Opinions](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo)