--- title: "Next Matter | The operational coordination layer for modern enterprise operations" description: "Modern enterprises run on more systems, more teams, more vendors, more AI and more regulation. Next Matter coordinates work across people, systems, partners and AI so complexity does not turn into risk." 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) verified Next Matter · Engineered for trust # Operational complexity creates operational risk. Next Matter is the operational coordination layer for modern enterprise operations. Coordinate work across people, systems, partners and AI, so complexity never becomes risk. [Book a demo](/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 challenge ## Modern enterprise operations have outgrown the tools that run them. More systems More teams More vendors More AI More regulation Less Time Operational complexity arrow\_forward Operational risk arrow\_forward Requires operational coordination The pain ## What the market is telling us. trending\_up ### Growth is exposing the limits of our operating model "Compliance operations would become a constraint with customer growth." unsubscribe ### Email and spreadsheets don't scale "We managed the process with spreadsheets, email, Google Drive and GitHub." person\_check ### We need a single source of truth "If you don't know something, you go check it in Next Matter." timer ### Business change is faster than IT delivery "We got it up and running in no time, with no engineering commitment from our side." verified\_user ### Compliance must scale with growth "We needed to remove the compliance burden, but still offer a smooth onboarding experience." groups ### Critical decisions can't live in people's heads "Investment processes needed to be institutionalized and audit-proof." visibility ### Leaders need visibility, not more meetings "Everyone has a fully transparent view of where we are in the process." schedule ### Manual work is slowing us down "We reduced onboarding time by 5 to 6x." rocket\_launch ### We need to scale without adding chaos "Agency partners grew from 200 to 3,000 while the team grew from 2 to 14." The goal ## The missing layer in modern enterprise operations. Only when all six capabilities work together can organizations truly coordinate operations. The missing layer ## Your systems of record were never built to coordinate the work between them. Existing enterprise platforms ### Systems of record - check IT service management and ticketing - check ERP and CRM - check Security, risk and compliance - check Collaboration tools - check Internal and homegrown systems Next Matter ### Operational coordination layer - bolt Orchestration across teams, systems and third parties - person\_check Clear ownership and accountability - verified Approvals and audit trail on every action - alarm Escalations and SLAs before deadlines slip - shield Risk and executive visibility, in real time Across the enterprise ## People. Systems. Third parties. AI. One operational challenge. account\_balance ### Financial services - Client onboarding - Capital calls - Money movement - Regulatory reporting - Trade exceptions - Operational reconciliations shield ### Risk and governance - Risk and compliance - Security operations - Audit management - Vendor onboarding - Regulatory reviews - Exception governance domain ### Enterprise operations - HR and recruitment - Finance approvals - Legal reviews - Cross-functional projects - Technology change - Data centre migration Different processes. One operational challenge: coordinating increasingly complex operations. The coordination layer ## Coordinate work across people, systems, partners and AI. hub ### Coordinate Orchestrate work across teams, systems and third parties in one place. gavel ### Govern Every task, decision and exception has a clear owner. fact\_check ### Control Every decision is traceable, with a full audit trail by default. bolt ### Execute Automatically escalate work before deadlines are missed. monitoring ### Monitor Know where risk exists and exactly who owns it. insights ### Manage Real-time insight into orchestrations, teams and risk. Coordinate operations. Govern risk. Deliver with confidence. Why enterprises choose Next Matter ## Business configurable. IT governed. Rapidly deployed. Enterprise ready ### Security, auditability, governance and compliance built in from day one Accelerate execution ### Launch in days, not months. Business teams configure, IT stays in control Built for complexity ### Long-lived, multi-party, cross-functional work that mixes humans and systems Works with what you have ### No rip and replace. Next Matter integrates with your existing platforms and data Enterprise impact ## Different organisations. Different processes. Same coordination challenge. [ Accelerate execution ### Trade Republic Digital investment platform. Reduced an orchestration build from one year to under one month. ](/case-studies/trade-republic)[ Strengthen governance ### b2venture Venture capital firm. Digitised investment governance with complete ownership and auditability. ](/case-studies/b2venture)[ Reduce operational risk ### Swan Embedded banking platform. Every KYC and KYB step completed with full visibility and control. ](/case-studies/swan)[ Increase business agility ### Ocorian Global fund and corporate services. Digitised end-to-end cash management on top of existing systems. ](/case-studies/ocorian) ## Modern enterprises require operational coordination. Next Matter is the operational coordination layer for modern enterprise operations. Let's talk about where complexity is becoming risk in yours. [Book a demo](/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)