Use cases
Offboard customers end-to-end without switching screens, thanks to CRM integrations, AI inbox optimizer, and the Next Matter sidebar app.
Transform complex B2B onboarding into a simple automated workflow & leverage portals to enable self-service
Turn the tables and amaze customers with a product return experience that keeps them coming back to your store.
Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems
Automate the Near Miss reporting workflow as part of an effective Quality Management program. Remove the documentation burden, boost customer confidence, and focus on identifying root causes.
Automate source of wealth and anti-financial crime checks as part of your automated AFC & AML processes, to eliminate manual coordination risk and ensure compliance.
Automate the vehicle breakdown process end-to-end, and get customers back on the road without a scratch on your reputation.
Carry out your fund valuation process with no manual coordination
Planogram creation standardized with clear documentation and stakeholder alignment
Access risk and assign risk scores with 5-6x increase in efficiency
Handle and process inbound shipments, streamline steps and automate inventory updates
Streamline and automate data collection and creation of financial accounts
Handle bankruptcy proceedings in a streamlined way, with checklists and automated data collection
Report taxes with automated form steps, documentation, and data management
Automate customer communications and internal measures taken for accounts past due
Create and maintain your "single source of truth" the automated way
Block and unblock accounts temporarily and streamline internal and customer communication
An automated process for handling mandatory terrorism financing compliance checks
Resolve partner disputes according to the terms of the partnership agreement with a standardized workflow
Standardize and automate quality management procedures and documentation
Create new product listings and SKUs fast using a streamlined process with checklist and sheet integrations
Conduct investment committee proceedings, minutes creation, and circulation
A simplified process for creating new SKU bundles / splits
Submit and carry out internal repair requests with automated instructions and checklists
Remove products and SKUs in an automated way with checklists and integration steps
Onboard new stores and teams for your own locations or partner locations
Build an automated workflow for customers to confirm delivery destination in the course of an open order
Purchase, register, and launch new vehicles into your fleet
Order and send out replacement credit and debit cards in a few clicks
Receive and process courier/driver/rider applications in a streamlined workflow with auto-documentation
A customizable application to digitize your customer- and internal-facing purchase and checkout process
Assign and dispatch your drivers using an automated workflow in Next Matter
Streamline daily quality checks (e.g. daily store opening, closing execution, and tracking)
Resolve payment disputes end-to-end with automated data collection and streamlined approvals
Create and manage compliance attestations with automated document creation and data collection
Perform routine inventory audits in a few clicks, with no manual coordination
Collect and structure data to report on balances automatically
Manage and process equipment requests in an automated workflow
Maintain deed compliance with a standard, automated workflow
Manage and update fund administrator's with an end-to-end process
Onboard new employees end-to-end, including mandatory background checks and basic training
Resolve incomplete order investigations in a standardized workflow including managerial decision
Set retail pricing and streamline approvals in a simple, automated process
Automate your capital calls with a standard workflow that includes document creation
Demonstrate investment impact with a streamlined process
End-to-end submission and processing of business expenses
Manage and execute transfers with ease
Streamline daily closing procedured with checklists and automated steps
A step-by-step process for fund incorporation
Process exemption orders for capital gains with automated documentation and no screen-switching
Create an automated application for your entire order delivery and receipt confirmation process
Manage and carry out exits with standard process steps and full documentation
Manage and update portfolio company master data
An automated way to manage inheritances and decreases without manual coordination
Enables faster KYC for investors and founders with automatic data gathering and no manual checks
Create, assign, and issue credit voucher for your customers
An automated process for handling mandatory anti-money laundering compliance checks
Investigate, manage, and document fraud cases end-to-end without internal email
Standardize and automate your SPV operations using customizable processes and checklists
Onboard third party vendors end-to-end, with zero manual coordiantion
Collect customer feedback with this survey process, using custom forms, email or SMS integration
Process password, TAN, and PUK reset requests in simplified way
An automated process for handling mandatory anti-money laundering compliance checks
Create your marketing assets with speed and precision, and get product to market faster
Plan your collections in a clear and consistent way, and get ready for the next season
Automate regular risk check-ups for your customers
Complete regular internal audits with speed, precision, and automation
Speed up reconcilliations with checklists and streamlined process steps designed for accounting ops.
Orchestrate and launch campaigns for partners, with stakeholders aligned and handovers automated
A streamlined process for checking and blocking sanctioned groups or individuals from utilizing financial services
Streamline order fulfillment end-to-end, for both in-store and online purchases, from picking to dispatching
Allocate investment returns or capital gains with a standard, coordination-free workflow
End-to-end process and handling for overdelivery and underdelivery
Document and execute updates to customer accounts without switching between systems
Close accounts and automate documentation in a streamlined process
Streamline management and coordination of internal actions around subpoenas
Automate inventory alerts and take standardized action
Carry out your workplace security trainings with clarity, consistency, and no email coordination
Automate data collection and internal coordination steps for handling RFIs
New warehouse opening process, end-to-end, with clear instructions, document management, and sign-offs streamlined
Create legal documentation in an automated style, without opening a word processor
Streamline internal scanning for Politically Exposed Persons (PEPs) or sanctions
Enables faster KYC & Onboarding by automating data gathering and eliminating manual checks
Send out mass communications to customers in batch with full automation and templated messaging
Share quarterly reports, capital calls, tax documents and more with Limited Partners
Create and apply credit vouchers to customer orders and accounts in seconds
Automate and carry out Shelf/POS restocking with no manual coordination
Collect and structure data to generate bank statements in an automated way
Onboard new investors end-to-end with zero manual coordiantion
