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.
Transforming process and AI initiatives at:
"Our core service ops processes run on Next Matter, and coordination between HQ and field workers is now fully automated. This got rid of so much time wasted on chat.
"We couldn’t live without Next Matter - seriously! Super easy to use for everyone on the team after a short onboarding and easy to configure when we need changes."
“Engineers would take a year to build a process—with Next Matter, it was delivered in under a month. We needed speed without sacrificing quality, so they became our go-to.”
“Managing processes manually was a quality & compliance risk. With Next Matter, we now run customer onboarding at scale and never miss a critical step.”
“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.”
“With Next Matter we can provide fund managers with a single digital view of all tasks and processes between Ocorian and client teams across fund and investor operations, with real-time collaboration across transparent process steps.”
If your service team works with a service platform like Zendesk, Next Matter lets your agents trigger end-to-end financial services workflows directly from Agent Copilot.
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.
