Let’s talk about your operations first
We’ll start by understanding where manual work is costing you time, money and risk.
- check_circleWhich processes cause the most delay, cost or risk
- check_circleWho owns the operational outcome and budget
- check_circleWhich systems and IT stakeholders need to be involved
Looking forward to meeting you
While we get ready, here is some of what we think about operations in financial services.
Next Matter Docs
Our portal with everything technical
Feel free to explore or chat with our implementation AI.
AI agents
Agents Solve Problems. Workflows Solve Them Once.
When to reach for an AI agent, and when to reach for a workflow - and why the best systems let the workflow hire the agent for the one step that needs judgement.
Scott Harris · Chief Technology Officer
Outsourcing
You can outsource the work. You can't outsource the accountability.
When the work fails, the regulator, the LP and the depositary come back to the name on the fund - not to whoever performed the task.
Jonty Hurwitz · Founder
AI in asset servicing
The missing half of every AI pitch to asset servicing firms
Every vendor leads with speed. Almost none lead with proof. Timestamped evidence is the part that gets you through an audit.
Jonty Hurwitz · Founder
Investor trust
What investors actually judge you on after a merger
Leadership measures a merger in synergies. Investors measure it by whether their documents, statements and onboarding still work.
Jonty Hurwitz · Founder
Compliance
The Compliance Excuse
What is actually blocking AI in fund operations - and why compliance saying no is a verdict on the process, not the technology.
Jonty Hurwitz · Founder
Orchestration
The Automation Trap: Why APIs and Workflows Won't Fix Fund Operations
Treating APIs, workflows and orchestration as interchangeable is the root cause of automation debt. Here's the difference.
Jonty Hurwitz · Founder