AIÂ orchestration
for financial services
For Financial Service firms wanting to align and orchestrate multi-party workflows.
Daizy Next Matter & b2venture: 

Building automated, audit proof Investment Management workflows at scale
“Next Matter turned our investment governance from coordinated emails into an institutional-grade system.”
b2venture initially explored legacy business process management tools. However, many felt overengineered and rigid, designed for technical users rather than agile, business-led investment teams. User interfaces felt dated. Adapting workflows required unnecessary complexity.
Next Matter offered something fundamentally different: a no-code, visually intuitive workflow engine that the investment team could own and adapt themselves.
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."
Obi’s low-code platform of choice for process orchestration at the 2025 Hackathon.
“Without Next Matter the cross-functional 8-person team - with just two developers - couldn't have delivered a working prototype of that quality within 48 hours”
Flexible Process Orchestration Platform.

Reliable Service.
AI Financial Reporting.
Deep Domain Expertise, Built for Compliance.
Our AIÂ reporting agents are a fully configurable AIÂ powered investment content engine. Grounded with institutional data from providers such as MSCI, Morningstar, and client-side data.
Our agents help automate regulatory reports, fund commentary, and sales enablement content.
Keep Adding Agents, but Start Orchestrating Them.
Reliable service workflows where enterprise service matter most
Enterprise service, enterprise reliability
Custom Deployment
Customize your deployment with your cloud (AWS, Azure, Google), white-label workspaces, forms, portals, and domains.
Governance &Â Control
Get enterprise-grade security, compliance, scalability, and reliability: SOC2, GDPR, audit logs, and more.
Implementation Services
Work with our service transformation experts or official partners to implement your automation roadmap and onboard your teams.
