There’s a better way to run operations

Fast-growing companies are scaling up operations and crushing their goals using Next Matter.

Woman looking at an iPad for financial service advice
KYC & Onboarding
PEP & Sanctions
Mass Customer Comms
Seizure/Subpoena Management
Customer Support Ops

Financial Services

Powering customer experience, compliance operations, and more – with unprecedented speed and reliability.

Regulatory changes, market shifts, and disruptive competition require fintech companies to act fast in order to stay ahead. Next Matter enables you with the speed needed to meet each of these challenges head-on, and an all-in-one platform to automate and track your core operations – so you never drop the ball again.

That's why leading financial services companies rely on Next Matter to automate KYC, compliance operations, customer experience, risk scoring, and reducing total process turnaround times by up to 90%.

Read more
“We sped up our customer risk scoring process by 5-6x using Next Matter, and the process was fully automated within a week”
Woman speaking on the phone
Customer Onboarding
Partner Onboarding
Policy Management


Break down silos, deliver policies faster and easier, and provide exceptional customer experience.

Insurance companies win today by making the entire insurance experience faster, easier, and more transparent for their customers. But you can’t do that with clunky, manual operations.

Once automated in Next Matter, key operations like claims, customer onboarding, and policy management can run on autopilot, allowing your team to focus on customer experience and delivering better products.

Read more
Someone on a desktop computer looking at an online marketplace
Partner & Customer Onboarding
Partner Invoicing
Claim Handling
Campaign Management
PDP Creation


Scale up marketplace operations fast, and never miss an opportunity to grow

Fast-growing marketplaces deal with immense operational workloads that aren't supported by their marketplace platforms.

With Next Matter, teams get an operational home of their own, including all of their processes, teams, data, and more. Instead of wasting time on application development - or worse, manual coordination - they go-live with custom, automated processes in a matter of hours, and see impact immediately.

“Next Matter has enabled the team to operate with greater ease and precision. In a complex process we can be confident that nothing will fall through due to human error.”
Woman purchasing something in a retail store
Inventory Checks
Return Handling
Order Fulfillment
Store Audits

Retail & Ecommerce

Retail operations solutions that adapt to change and unlock growth

Operational silos and disparate systems prevent retailers from reaching their full growth potential. But not anymore.

Next Matter gives retail and ecommerce operations teams an all-in-one platform to carry out all their processes – no more switching systems, no more copy-paste, and no more dropping balls. Whether it's everyday order fulfillment or high-cost escalations, you can automate the process and doit better with Next Matter.

“In the past we spreadsheets, a messaging app, and a task manager to handle fulfillment. Next Matter was the only solution that solved the problem end-to-end, and we rolled it out in less than 2 days.”
Cars parked in a fleet and ready to go
Equipment Rental
Return Handling
Insurance Claims
In- & Out-Fleeting
Repairs & Maintenance
Vehicle Registration

Fleet & Mobility Services

Streamline fleet and mobility operations in one system, and focus on expansion

Fleet and mobility teams face a unique operational challenge – with every expansion comes more assets that need to be managed, maintained, and utilized.  That's not scalable without a dedicated platform.

Next Matter offers an all-in-one platform for fleet and mobility operators to manage, carry out, and document all of their multi-step and multi-system operations. Our customers streamline back office processes as well as critical, customer-facing processes, driving both efficiency and customer experience improvements.

Read more
Two venture capitalist workers making a deal
KYP & Investor Onboarding
Capital Calls
Company Onboarding
Portfolio Reporting
LP & ESG Reporting

Venture Capital
& Private Equity

Put fund operations on autopilot, and get back to building the next unicorn

Successful investing requires a long-term strategy that involves a great deal of time, networking, capital, and calculation. Running behind all that are ongoing fund operations, which can make or break a fund's capacity to attract and develop successful portfolio assets.

That's why funds use Next Matter to automate processes like quarterly reporting, management attestations, and company onboarding. With time-consuming operations automated, fund managers earn back time to focus on doing what they do best – creating successful companies.

A man loading a van for a delivery service
Courier / Rider / Driver Onboarding
Partner / Supplier Onboarding
Delivery Hub Opening
Vehicle repair request management
Regular inventory audit

Delivery Services

Operate at lightspeed and deliver amazing customer experiences

You’re on a mission to change the way that customers experience delivered products. Speed and precision are of the utmost importance in order to succeed in this market, beat out the competition, and keep customers happy for the long haul.

Operational excellence is paramount, and Next Matter can get you there. With a custom-built, dedicated hub for your operations, you can automate and streamline each of your core delivery operations processes, and scale up effortlessly as you grow. With operations management, tracking, workflows, documentation, and task execution all in one system, you’ve got nothing slowing you down.    

Read more
Property onboarding
Maintenance & Repair
Appointment Booking
Application Handling
Property offboarding

Real Estate

Automate property operations, get total visibility, and run it all from one system

As a buyer, investor, or property manager, you’ve got to compete in a tough real estate market. What’s one way to get ahead? Running your entire real estate operation in a unified, automated system.

Read more
Graph up icon


World-class workflows,
loved by customers

Customers love Next Matter workflows, integrations, and top-rated customer success. And we’re releasing new features for our customers every week!

Start automating in Next Matter today