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.
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 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.
Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems
Automate the vehicle breakdown process end-to-end, and get customers back on the road without a scratch on your reputation.
Onboard new employees end-to-end, incl. Advanced Onboarding Requirements (Mandatory Trainings, Know Your Employee, Police Certificate, GDPR, Harrassment, AML Awareness)
Investigate, audit, and evaluate performance of a company using an automated workflow
Research and evaluate a security or industry in order to determine its suitability for investment
Process data deletion requests in a fully automated way, without switching systems
Manage service and warranty requests to take the guess work out of customer support
Standardize and automate customer support ops process for handling complaints and damages
Create campaign materials with streamlined coordination across teams and automated campaign data management
Offboard couriers/drivers/riders in a streamlined workflow, end-to-end, including documentation
Resolve issues and escalations with shipping using a standardized workflow that documents automatically
PO ordering simplified and streamlined, including approvals
Create and send invoices for partner campaigns with this automated process
Open new delivery hubs with a streamline, end-to-end process, including every stakeholder
Manage and carry out your regular cleaning process with automated checkists and coordination steps
Automate the creation and issuance of new credit or debit cards
Create and launch new product content end-to-end, with clear instructions and automated handovers
Streamline your internal order picking process for Whitegoods, Electronics, Furniture, etc
Create ecommerce product campaigns with streamlined coordination across teams and automated campaign data management
Create, manage, and file FACTA reports to the IRS
Manage and process vehicle repair requests in an automated workflow
Consolidate and produce reporting on a portfolio company or companies
Streamline your internal PO workflows end-to-end with no manual coordination
Plan, coordinate, and carry out trade shows and events with clear-cut steps and automated team communication
Streamline supplier onboarding for private label suppliers
Streamline your sample testing workflow for retail and ecommerce products
Process seizures with customizable checklists and automated coordination and communications steps
Run mandatory checks and approval processes for all of your third party vendors and suppliers
Enables faster KYP & partner onboarding by automating data gathering and eliminating manual checks
An automated process for handling mandatory illegal activities compliance checks
Receive and process inbound customer complaints
Onboard couriers/drivers/riders in a streamlined workflow, end-to-end, including documentation
Process data requests on your company portfolio
Automate and streamline multi-step, multi-document identify verification
Process referral program participation and credits in a simple workflow
Carry out GDPR requests and other customer privacy concerns end-to-end
Prepare your overseas shipping operations and standardize the delivery process
Onboard new investors end-to-end with zero manual coordiantion
Collect and structure data to generate bank statements in an automated way
Automate and carry out Shelf/POS restocking with no manual coordination
Create and apply credit vouchers to customer orders and accounts in seconds
Share quarterly reports, capital calls, tax documents and more with Limited Partners
Send out mass communications to customers in batch with full automation and templated messaging
Enables faster KYC & Onboarding by automating data gathering and eliminating manual checks
Streamline internal scanning for Politically Exposed Persons (PEPs) or sanctions
Create legal documentation in an automated style, without opening a word processor
New warehouse opening process, end-to-end, with clear instructions, document management, and sign-offs streamlined
Automate data collection and internal coordination steps for handling RFIs
Carry out your workplace security trainings with clarity, consistency, and no email coordination
Automate inventory alerts and take standardized action
Streamline management and coordination of internal actions around subpoenas
Close accounts and automate documentation in a streamlined process
Document and execute updates to customer accounts without switching between systems
End-to-end process and handling for overdelivery and underdelivery
Allocate investment returns or capital gains with a standard, coordination-free workflow
Streamline order fulfillment end-to-end, for both in-store and online purchases, from picking to dispatching
A streamlined process for checking and blocking sanctioned groups or individuals from utilizing financial services
Orchestrate and launch campaigns for partners, with stakeholders aligned and handovers automated
Speed up reconcilliations with checklists and streamlined process steps designed for accounting ops.
Complete regular internal audits with speed, precision, and automation
Automate regular risk check-ups for your customers
Plan your collections in a clear and consistent way, and get ready for the next season
Create your marketing assets with speed and precision, and get product to market faster
An automated process for handling mandatory anti-money laundering compliance checks
Process password, TAN, and PUK reset requests in simplified way
Collect customer feedback with this survey process, using custom forms, email or SMS integration
Onboard third party vendors end-to-end, with zero manual coordiantion
Standardize and automate your SPV operations using customizable processes and checklists
Investigate, manage, and document fraud cases end-to-end without internal email
An automated process for handling mandatory anti-money laundering compliance checks
Create, assign, and issue credit voucher for your customers
Enables faster KYC for investors and founders with automatic data gathering and no manual checks
An automated way to manage inheritances and decreases without manual coordination
Manage and update portfolio company master data
Manage and carry out exits with standard process steps and full documentation
Create an automated application for your entire order delivery and receipt confirmation process
Process exemption orders for capital gains with automated documentation and no screen-switching
A step-by-step process for fund incorporation
Streamline daily closing procedured with checklists and automated steps
Manage and execute transfers with ease
End-to-end submission and processing of business expenses
Demonstrate investment impact with a streamlined process
Automate your capital calls with a standard workflow that includes document creation
