Industries / Financial Services

Workflow automation for financial services

With today's market volatility and shifting regulatory conditions, there's a lot that banks and financial services businesses can't control.

But they can get full control over day-to-day operations, customer-facing workflows, compliance reporting and more using Next Matter's all-in-one workflow automation. There's never been a better time than now.

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Trusted by operations teams across industries


Full coverage for financial services workflow automation

No more single-point solutions. Next Matter's platform is ready to handle it all for you.

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Automation for every use case

Workflow automation isn't limited to the "soft stuff". Automate KYC, compliance, customer support, and more.

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Smooth experience for customers and teams

Give users a delightful experience, whether it's requesting a new debit card or investigating fraud.

End-to-end integrations for all your tools

Integrate workflows at every point with your existing tools and database.

Get measurable results fast

See measurable impact fast with a dedicated success manager to help you onboard and ramp up.


Financial services workflows

Most popular workflow templates being used by financial service orgs:

Customer Reviews

Teams in financial services are winning with Next Matter

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Fully automated in less than 1 week

You could say we were version one doing the job, and version five was Next Matter. We skipped a bunch of iterations and went straight to automating and tracking the process.

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Sped up onboarding 5-6x

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.

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Dragan Maksimovic
Next Matter integrations examples
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Connect all the tools in your stack

Whatever tools your teams rely on, Next Matter enables you to connect. Eliminate copy-paste and system-switching, and drive operations from one platform.

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Integrate operations end-to-end – Use native integrations or API to connect all your systems, and drive it all from Next Matter.

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Operate better with automation –  Send data to and from systems, trigger processes based on system events, and eliminate countless hours of manual data-entry.

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TradeCore automates customer risk assessment with Next Matter

“We needed to find the sweet spot where we remove the compliance burden for our customers, but still offer a smooth onboarding experience for their users. Next Matter enabled that for us.”

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THE Operations Playbook

Ready to automate fintech operations? Download now!

Download our free, 72-page that playbook and get started today. The PDF includes templates, planning and evaluation guides, toolkit guidance, real-life case studies, and more.

Ready to learn about workflows for service operations?