Customers / 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.
Trusted by operations teams across industries
insurance
No more single-point solutions. Next Matter's platform is ready to handle it all for you.
Workflow automation isn't limited to the "soft stuff". Automate KYC, compliance, customer support, and more.
Give users a delightful experience, whether it's requesting a new debit card or investigating fraud.
Integrate workflows at every point with your existing tools and database.
See measurable impact fast with a dedicated success manager to help you onboard and ramp up.
TEMPLATES
Customer Reviews
"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."
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.
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.
INTEGRATIONS
Whatever tools your teams rely on, Next Matter enables you to connect. Eliminate copy-paste and system-switching, and drive operations from one platform.
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.
“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.”
