--- title: "Operational Intelligence | Next Matter" description: "Every workflow at Next Matter generates structured operational data - approvals, handoffs, exceptions, SLAs, evidence. Two live examples of what you can build on top." 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) ![Operational intelligence dashboard visualizing live workflow signals, exceptions and process metrics across connected systems](/__l5e/assets-v1/17e66960-b170-4961-b419-1dc0060fdb62/operational-intelligence-hero.png) monitor\_heart Operational Intelligence # Every workflow generates the data to run your operation Approvals, handoffs, exceptions, evidence - every step becomes structured data the moment it happens. What intelligence or dashboard you build on top of it is up to you. Here are two examples. Regulated onboarding Infrastructure migration Workflow portfolio Onboarding Retail onboardingBusiness KYBPartner onboarding \+ 12 more onboarding workflows Client Service Reporting Compliance Demo scenarios ⌄ # Process Intelligence Hub Onboarding Workflow Retail onboarding Live simulation Workflow DesignLive OperationsCompliance ControlData & IntegrationsAudit & Evidence ## Workflow Design Design and inspect the Retail onboarding flow across core work, operations, compliance, integrations, and audit evidence. Open KYC sub-workflow CoreOpsComplianceIntegrationsAudit Customer Apply Request info Intake Validate data Eligibility check Verification KYC Sanctions / PEP Risk Risk score EDD trigger Review Manual review Maker-checker Activation Provision account Trading permissions Monitoring Activate Open cases **1,284**+312 today STP rate **86%**Healthy automation Manual review **38**14 at SLA risk Sanctions alerts **3**Requires compliance action • RET-20491 moved from PEP Review to Approved • BUS-11830 requested additional UBO document • KYC Provider latency returned to normal • TRD-88201 trading permissions enabled • RET-20491 moved from PEP Review to Approved • BUS-11830 requested additional UBO document • KYC Provider latency returned to normal • TRD-88201 trading permissions enabled • RET-20491 moved from PEP Review to Approved • BUS-11830 requested additional UBO document • KYC Provider latency returned to normal • TRD-88201 trading permissions enabled LIVE # PROJECT ATLAS // DC MIGRATION CONTROL OverviewSitesNetworkWorkloadsRiskRunbook Exception IdentifiedREGION US-ALL UTC 21:34:05 ATL06 RAID degraded - bay 14 hot-swap dispatched ETA 22m • IAD03 cutover window opens 04:00 UTC • Cross-region replication lag 1.4s (SLA 5s) • DFW02 throughput peaked 412 Gbps (last 15m) • PHX03 thermal alarm cleared at 03:14 UTC • NYC01 92% complete - 108 racks pending • Total data migrated since T0: 4.82 PB ATL06 RAID degraded - bay 14 hot-swap dispatched ETA 22m • IAD03 cutover window opens 04:00 UTC • Cross-region replication lag 1.4s (SLA 5s) • DFW02 throughput peaked 412 Gbps (last 15m) • PHX03 thermal alarm cleared at 03:14 UTC • NYC01 92% complete - 108 racks pending • Total data migrated since T0: 4.82 PB Overall Progress 63.4 % +0.4% / hr Data Migrated 4.82 PB of 7.61 PB Throughput 284 Gbps ingress · 48 sites VMs Migrated 184,216 +312 last hour Active Incidents 3 1 critical · 2 warn Days to T+0 46 d on schedule Site Operations Map 13 sites · 9,970 racks · live status Migrated Active Queued Alert Overall Migration weighted across all phases 63.4% Atlas Program Phase Completion Network Throughput ingress / egress · last 60s Ingress Egress Inter-Region Latency ms · rolling East West Central Site Inventory rack-level rollup Code Location Status Racks Progress SEA01 Seattle, WA migrated 412 100 PDX02 Portland, OR migrated 318 100 SFO04 San Jose, CA active 880 72 LAX07 Los Angeles, CA active 920 48 PHX03 Phoenix, AZ queued 540 12 DEN05 Denver, CO active 460 64 DFW02 Dallas, TX active 1120 81 ORD01 Chicago, IL migrated 990 100 ATL06 Atlanta, GA alert 760 38 MIA09 Miami, FL queued 410 6 IAD03 Ashburn, VA active 1480 88 BOS02 Boston, MA migrated 360 100 NYC01 New York, NY active 1320 92 Operations Stream live syslog · severity ≥ INFO streaming 21:34:05 OK ORD01 checksum verified 142 TB 21:34:03 INFO DFW02 rsync batch complete 21:33:54 INFO IAD03 vmotion 248 VMs migrated 21:33:45 WARN ATL06 link saturation 92% on uplink-3 21:33:36 INFO LAX07 snapshot frozen, replication started 21:33:27 OK ORD01 checksum verified 142 TB 21:33:18 INFO SFO04 BGP session re-established 21:33:09 ERR ATL06 RAID degraded on bay 14 21:33:00 INFO NYC01 cutover window opened 21:32:51 OK DEN05 DNS TTL lowered to 60s 21:32:42 INFO PDX02 rack 41-B powered down 21:32:33 WARN PHX03 thermal alarm cleared 21:32:24 INFO MIA09 container workloads drained 21:32:15 INFO DFW02 rsync batch complete 21:32:06 INFO IAD03 vmotion 248 VMs migrated Atlas Control · v4.12.0 Build 2026.06.11 · Restricted // SCI ## Want a view like this on your workflows? Book a working session and we'll map what an operating view of your process could look like. [Book a demo](/book-a-demo) ![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)