What is the Next Matter platform?

A platform for orchestrating people, systems and AI across regulated financial-services operations. It provides long-running process orchestration, native integrations, guest and team interfaces, governance and a full audit trail.

Is Next Matter suitable for engineering teams?

Yes. Engineering teams use Next Matter to deliver operational software without building and maintaining brittle internal tools — orchestrating existing systems through a typed API instead of writing bespoke workflow code.

Luminous blue orb symbolizing the Next Matter platform connecting people, systems and AI

hub Platform

Critical work, finally governed and auditable

Build governed workflows in days. Connected to the systems you already use. No engineering required.

6,955,285

Regulated Workflows Run

Live

52,190,578

Steps executed

account_balance Why Next Matter

Built for the operational complexity of financial services

Regulated environments, fragmented systems and endless exceptions — the realities Next Matter is designed for.

Ship changes in days

Build governed workflows visually, without code or developer bottlenecks.

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Next Matter workflow builder canvas showing drag-and-drop steps, branching logic and connected systems for an operations process

Turn exception handling into a controlled process

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Catch, route and resolve exceptions in a controlled process

Pass your next audit without a fire drill

Audit evidence is captured automatically, not assembled later.

Audit evidence captured automatically across systems

Give clients a cleaner experience

Less chasing. Faster responses. Cleaner client journeys.

Client workflow with automated updates and reporting

Scale AI, without losing control

AI drafts. Humans approve. Every step logged.

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Govern and monitor every workflow

Dashboards with live workflow intelligence of every step.

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Next Matter process intelligence hub dashboard

integration_instructions Integrations

Works with the systems your operation already runs on

With 1000+ integrations, Next Matter orchestrates work across the core banking, custody, CRM, communications and data tools your teams use every day

verified_user Trust & Compliance

Governed and secured, from day one

Every workflow runs on an auditable, SOC 2 and ISO 27001–certified foundation — built for the scrutiny of regulators, auditors and enterprise security teams.

gavel

Governance & Audit

Every run, approval and AI decision — captured, versioned and exportable on demand.

Tamper-evident audit trail Four-eyes approvals Data & model lineage

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shield_lock

Security

Certified, isolated infrastructure with enterprise-grade access control built in.

SOC 2 Type II & ISO 27001 Encryption everywhere SSO, SCIM & RBAC

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Start building on Next Matter today

See the platform in action

Next Matter workflow builder showing an Investment Operations Exception Workflow