Operational confidence
for your most complex processes

Next Matter turns operational complexity into governed execution that scales with your business

Trusted by regulated financial services firms

Trade Republic Swan Ocorian b2venture Börse Stuttgart

Governed workflow orchestration, built for regulated financial services

Next Matter Governed
Execution
Your team
Clients
Counterparties
Your systems
AI agents

Automate your processes end to end, without manual handoffs

Give ops, compliance, and IT one shared view of every process

Augments your existing stack - no rip-and-replace

Built to scale

Run your business on process, not memory

Growth doesn't stall for lack of ambition. It stalls when IT can't build fast enough to keep up. Next Matter gives teams what they need to fix processes before complexity becomes a constraint.

See how a leading fund administrator standardised at scale
description Client onboarding
Empowered
group Ops update it, no ticket
Marco, operations v1.3

Built for operations

Live in days, not months

Operations teams can design, deploy, and change workflows themselves. The people closest to the process own the process, without raising a ticket.

Explore Workflow Builder
Ops team
Builds workflow
Workflow Builder
Build
Deploy
Deployed in days
Live
Deployed and running

Compliance by design

Your auditor's questions already have an answer

Every step is timestamped and captured as work happens - not assembled after the fact. When a regulator asks why, the trace is already there.

Explore how we do it
Live audit trail
Audit-ready
database
Source data
Captured 10:21 AM
auto_awesome
Draft
Generated 10:27 AM
group
Review
Approved 10:34 AM
lock
Final version
Locked 10:41 AM

Why clients build on Next Matter

1  month
to deploy what internal engineering estimated at 12 months
Trade Republic
1,800
employees now on standardised, auditable operations
Ocorian
100%
audit trail on every KYC and compliance workflow run
Swan
In their own words

What operators say about Next Matter

From regulated banks to global fund administrators, teams use Next Matter to run their most critical processes.

  • Trade Republic logo

    Next Matter enabled us to go from idea, to working process, to go-live with a reliable solution in a matter of days.

    TR
    Trade Republic
  • Swan logo

    Managing processes manually was a quality and compliance risk. With Next Matter, we can now run customer onboarding at scale and never miss a critical step.

    MJ
    Maxime de Juniac
    Chief Service Officer, Swan
  • tink HR

    Whenever things change, like a new form that needs to be filled, or an additional training that needs to be done, I can make the change myself within minutes in the Next Matter editor.

    TH
    tink HR
  • b2venture logo

    Next Matter turned our investment governance from coordinated emails into an institutional-grade system.

    SE
    Sven Eppert
    Partner & CFO, b2venture
  • Home24 Outlet logo

    It's simple, flexible, and super easy to use. That's the biggest advantage.

    HO
    Home24 Outlet
  • Trade Republic logo

    Next Matter enabled us to go from idea, to working process, to go-live with a reliable solution in a matter of days.

    TR
    Trade Republic
  • Swan logo

    Managing processes manually was a quality and compliance risk. With Next Matter, we can now run customer onboarding at scale and never miss a critical step.

    MJ
    Maxime de Juniac
    Chief Service Officer, Swan
  • tink HR

    Whenever things change, like a new form that needs to be filled, or an additional training that needs to be done, I can make the change myself within minutes in the Next Matter editor.

    TH
    tink HR
  • b2venture logo

    Next Matter turned our investment governance from coordinated emails into an institutional-grade system.

    SE
    Sven Eppert
    Partner & CFO, b2venture
  • Home24 Outlet logo

    It's simple, flexible, and super easy to use. That's the biggest advantage.

    HO
    Home24 Outlet
  • TradeCore logo

    We have a lot of users to onboard and it was a very time-consuming process. With Next Matter we reduced the onboarding time by 5-6x.

    DM
    Dragan Maksimovic
    Compliance Officer, TradeCore
  • Ocorian logo

    With Next Matter, we can provide a single digital view of all tasks and processes between Ocorian and client teams, with real-time collaboration across transparent process steps.

    OC
    Ocorian
  • Aerones logo

    It's now impossible for any information to be missed with all the required steps built in.

    LB
    Lilija Breiva
    Health, Safety and Quality Manager, Aerones
  • Trade Republic logo

    When regulators come to us, we can show them every instance of every process, even if they want to see proof from a 3-month period or more.

    TR
    Trade Republic
  • Trade Republic logo

    It was a no-brainer: our engineers taking one year to deliver, or having Next Matter deliver it in under one month. We need to move fast while maintaining the highest quality possible.

    OL
    Operations Leadership
    Trade Republic
  • TradeCore logo

    We have a lot of users to onboard and it was a very time-consuming process. With Next Matter we reduced the onboarding time by 5-6x.

    DM
    Dragan Maksimovic
    Compliance Officer, TradeCore
  • Ocorian logo

    With Next Matter, we can provide a single digital view of all tasks and processes between Ocorian and client teams, with real-time collaboration across transparent process steps.

    OC
    Ocorian
  • Aerones logo

    It's now impossible for any information to be missed with all the required steps built in.

    LB
    Lilija Breiva
    Health, Safety and Quality Manager, Aerones
  • Trade Republic logo

    When regulators come to us, we can show them every instance of every process, even if they want to see proof from a 3-month period or more.

    TR
    Trade Republic
  • Trade Republic logo

    It was a no-brainer: our engineers taking one year to deliver, or having Next Matter deliver it in under one month. We need to move fast while maintaining the highest quality possible.

    OL
    Operations Leadership
    Trade Republic
  • Branch logo

    It's the biggest source of truth. If you don't know something, you go check it in Next Matter.

    OL
    Operations Lead
    Branch
  • Houst logo

    With Next Matter, we can maintain that personal touch while still building processes out at scale.

    KI
    Kitty
    Quality and Process Improvement Manager, Houst
  • TradeCore logo

    We were able to get it up and running in no time, with no engineering commitment from our side.

    TR
    TradeCore
  • Branch logo

    It's the biggest source of truth. If you don't know something, you go check it in Next Matter.

    OL
    Operations Lead
    Branch
  • Houst logo

    With Next Matter, we can maintain that personal touch while still building processes out at scale.

    KI
    Kitty
    Quality and Process Improvement Manager, Houst
  • TradeCore logo

    We were able to get it up and running in no time, with no engineering commitment from our side.

    TR
    TradeCore
6,956,435
Regulated Workflows Run
Live
52,234,481
Steps executed

Loved by our users

G2 Users Love Us Capterra 4.9 / 5 Zendesk 5 / 5

Sales have Salesforce. Tech have Jira. Ops need Next Matter.

Case studies

How regulated FS firms use Next Matter

Real deployments. Named customers. Measurable outcomes.

Financial services & banking
OCORIAN

Standardising collaboration for 1,800 employees across asset services

Global fund services · 1,800 employees · 9,000+ clients

Distributions & capital calls Investor KYC Financial reporting
100% end-to-end
process coverage replacing fragmented email workflows firm-wide
Read the full story →
Trade Republic

Orchestrating support and compliance workflows at Europe's largest broker

10M+ customers · Regulated by BaFin

KYC verification Support resolution Compliance checks
1  month
to deploy what internal estimates had at 12 months to build
Read the full story →
Swan

Automating mission-critical KYC & KYB at Europe's leading BaaS platform

Banking-as-a-Service leader · Compliance-first architecture

KYC automation KYB onboarding AML workflows
100% audit trail
on every regulated workflow, replayable for any regulator
Read the full story →
Fund managers & asset managers
b2venture

Audit-proof investment management workflows at $800M AUM VC

$800M AUM · VC governance & portfolio operations

IC workflows Investment approvals Portfolio reporting
Read the full story →
Börse Stuttgart

Fund operations workflows across a regulated European exchange group

Exchange operator · 21 months running on Next Matter

Name & mandate changes Operational controls

How it works

From pilot to production
in days, not months

Next Matter brings domain expertise across fund administration and financial services - you don't start from zero.

Step 1 - Identify

Map your highest-risk manual processes

Next Matter brings domain expertise across fund administration and financial services - you don't start from zero. We help you prioritise the workflows with the highest compliance risk and operational impact first.

Step 2 - Build

Your operations team builds it - no engineering dependency

No code, no engineering dependency. Working prototypes to production typically within days or weeks, not months. Business users own the process - IT reviews, not gatekeeps.

Step 3 - Run & Improve

Real-time visibility and compliance-grade audit trails

Real-time visibility, SLA enforcement, compliance-grade audit trails. Adapt workflows as regulations and business needs change - without IT tickets or sprint cycles. AI agents slot into existing workflows as you're ready.

Start building

See what your ops team could ship this week

Design, deploy and govern your first workflow in days - no engineering queue.

Get a working prototype
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