Industries / Financial Services
With Next Matter, business users turn manual processes and AI prototypes into scalable, human-in-the-loop automation fast enough to keep up with evolving compliance regulations and customer expectations.
Ocorian Partners with Next Matter on bi-directional workflows for fund managers
“The world had moved on — clients wanted real-time, digital-first experiences. For example our cash management process – which is now fully automated end to end from invoice coming in, to signatory signing payments.”
Trade Republic orchestrates support and compliance workflows with Next Matter
"It was a no-brainer: Our engineers taking one year to deliver or having Next Matter deliver it in less than one month. We need to move fast while maintaining the highest quality possible, so Next Matter became our go-to partner."
Swan scales automated mission-critical KYC & KYB processes with Next Matter
"Managing processes manually was a quality & compliance risk. With Next Matter, we now run customer onboarding at scale and never miss a critical step."
Next Matter was exactly what we were looking for. It has the visual user experience, and workflows with a mix of manual and automated tasks, traceability tools, as well as conditional assignment and escalations.
Add the Next Matter sidebar to your service platform, such as Zendesk, to enable human and AI agents to trigger and track end-to-end workflows for financial services ticket resolution
Integrate operations end-to-end – Use native integrations or API to connect all your systems, and drive it all from Next Matter.
Operate better with automation – Send data to and from systems, trigger processes based on system events, and eliminate countless hours of manual data-entry.
Customize your deployment with your cloud (AWS, Azure, Google), white-label workspaces, forms, portals, and domains.
Get enterprise-grade security, compliance, scalability, and reliability: SOC2, GDPR, audit logs, and more.
Work with our service transformation experts or official partners to implement your automation roadmap and onboard your teams.
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