--- title: "Platform | Next Matter" description: "The Next Matter platform - agentic orchestration for people, systems and AI across modern financial services." 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" } ] }, { "@context": "https://schema.org", "@graph": [ { "@type": "WebPage", "@id": "https://nextmatter.com/platform#webpage", "url": "https://nextmatter.com/platform", "name": "Platform | Next Matter", "description": "The Next Matter platform - agentic orchestration for people, systems and AI across modern financial services.", "isPartOf": { "@id": "https://nextmatter.com/#website" }, "publisher": { "@id": "https://nextmatter.com/#organization" }, "inLanguage": "en" }, { "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://nextmatter.com" }, { "@type": "ListItem", "position": 2, "name": "Platform", "item": "https://nextmatter.com/platform" } ] }, { "@type": "SoftwareApplication", "name": "Next Matter", "applicationCategory": "BusinessApplication", "operatingSystem": "Web", "url": "https://nextmatter.com/platform", "description": "The Next Matter platform - agentic orchestration for people, systems and AI across modern financial services.", "publisher": { "@id": "https://nextmatter.com/#organization" }, "offers": { "@type": "Offer", "availability": "https://schema.org/InStock", "priceSpecification": { "@type": "PriceSpecification", "priceCurrency": "USD", "valueAddedTaxIncluded": false }, "url": "https://nextmatter.com/pricing" } }, { "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is the Next Matter platform?", "acceptedAnswer": { "@type": "Answer", "text": "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." } }, { "@type": "Question", "name": "Is Next Matter suitable for engineering teams?", "acceptedAnswer": { "@type": "Answer", "text": "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." } } ] } ] } ] --- [![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) ![Luminous blue orb symbolizing the Next Matter platform connecting people, systems and AI](/__l5e/assets-v1/7ae231ae-9792-4305-81fc-ae20f91e509b/platform-hero-orb-v2.png) hub Platform # Critical work, finally governed and auditable Build governed workflows in days. Connected to the systems you already use. No engineering required. 7,028,817 Regulated Workflows Run Live 54,716,335 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. [Explore the workflow builderarrow\_forward ](/workflow-builder) ![Next Matter workflow builder canvas showing drag-and-drop steps, branching logic and connected systems for an operations process](/__l5e/assets-v1/5af42a8a-7538-44c2-add0-113ed62ba710/workflow-builder-preview-v2.png) ### Turn exception handling into a controlled process [See how Swan does itarrow\_forward ](/exception-handling) ![Catch, route and resolve exceptions in a controlled process](/__l5e/assets-v1/da4588a0-a388-4f7b-a278-600f3969a53b/exception-handling.png) ### Pass your next audit without a fire drill Audit evidence is captured automatically, not assembled later. ![Audit evidence captured automatically across systems](/__l5e/assets-v1/4ab3c608-0258-4cc7-807d-e6e96249dd47/audit-evidence.png) ### Give clients a cleaner experience Less chasing. Faster responses. Cleaner client journeys. ![Client workflow with automated updates and reporting](/__l5e/assets-v1/84ee0346-ef9a-4c0e-879e-17626138c5ed/client-experience.png) ### Scale AI, without losing control AI drafts. Humans approve. Every step logged. [Explore AI & Automationarrow\_forward ](/ai-and-automation) ### Govern and monitor every workflow Dashboards with live workflow intelligence of every step. [See what you can buildarrow\_forward ](/operational-intelligence) ![Next Matter process intelligence hub dashboard](/__l5e/assets-v1/41ddad3b-0c00-4f7f-9fd5-97e7e244ffeb/govern-dashboard.png) 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 ![Salesforce](https://upload.wikimedia.org/wikipedia/commons/f/f9/Salesforce.com_logo.svg) ![Microsoft SharePoint](/__l5e/assets-v1/3e7827cd-7e06-475b-b2a9-c1ea3b110542/sharepoint.jpg) ![Google Drive](https://upload.wikimedia.org/wikipedia/commons/1/12/Google_Drive_icon_%282020%29.svg) ![Microsoft Teams](/__l5e/assets-v1/68ccb839-48cd-4ffc-9e0c-78115c58c815/msteams.png) ![Slack](https://upload.wikimedia.org/wikipedia/commons/d/d5/Slack_icon_2019.svg) ![DocuSign](https://cdn.jsdelivr.net/npm/simple-icons@11/icons/docusign.svg) ![Microsoft Azure](https://upload.wikimedia.org/wikipedia/commons/f/fa/Microsoft_Azure.svg) verified\_user Trust & Compliance ## Governed and secured, from day one Every workflow runs on an auditable, [SOC 2](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) 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 [Explore Governance & Auditarrow\_forward ](/governance-and-audit) shield\_lock ### Security Certified, isolated infrastructure with enterprise-grade access control built in. [SOC 2 Type II & ISO 27001 ](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) Encryption everywhere SSO, SCIM & RBAC [Explore Securityarrow\_forward ](/security) [![AICPA SOC 2](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da55f_logo_SOC2.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![SOC 2 Type 2 (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/) [![GDPR compliant](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da561_logo_GDPR.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) ## Start building on Next Matter today [See the platform in action](/book-a-demo) ![Next Matter workflow builder showing an Investment Operations Exception Workflow](/__l5e/assets-v1/c5465f97-6a70-4c1c-82d2-1d45dc447d73/platform-workflow-v2.png) ![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)