Use cases
Offboard customers end-to-end without switching screens, thanks to CRM integrations, AI inbox optimizer, and the Next Matter sidebar app.
Transform complex B2B onboarding into a simple automated workflow & leverage portals to enable self-service
Turn the tables and amaze customers with a product return experience that keeps them coming back to your store.
Automate source of wealth and anti-financial crime checks as part of your automated AFC & AML processes, to eliminate manual coordination risk and ensure compliance.
Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems
Automate the Near Miss reporting workflow as part of an effective Quality Management program. Remove the documentation burden, boost customer confidence, and focus on identifying root causes.
Automate the vehicle breakdown process end-to-end, and get customers back on the road without a scratch on your reputation.
Receive and process courier/driver/rider applications in a streamlined workflow with auto-documentation
Create and launch new product content end-to-end, with clear instructions and automated handovers
Automate your capital calls with a standard workflow that includes document creation
Plan your collections in a clear and consistent way, and get ready for the next season
Create and apply credit vouchers to customer orders and accounts in seconds
Create, manage, and file FACTA reports to the IRS
Streamline daily quality checks (e.g. daily store opening, closing execution, and tracking)
A streamlined process for checking and blocking sanctioned groups or individuals from utilizing financial services
Create and send invoices for partner campaigns with this automated process
Report taxes with automated form steps, documentation, and data management
Conduct investment committee proceedings, minutes creation, and circulation
Standardize and automate your SPV operations using customizable processes and checklists
Close accounts and automate documentation in a streamlined process
Planogram creation standardized with clear documentation and stakeholder alignment
Create your marketing assets with speed and precision, and get product to market faster
A step-by-step process for fund incorporation
Standardize and automate quality management procedures and documentation
Resolve payment disputes end-to-end with automated data collection and streamlined approvals
New warehouse opening process, end-to-end, with clear instructions, document management, and sign-offs streamlined
Collect and structure data to generate bank statements in an automated way
Perform routine inventory audits in a few clicks, with no manual coordination
Investigate, manage, and document fraud cases end-to-end without internal email
Streamline your sample testing workflow for retail and ecommerce products
Access risk and assign risk scores with 5-6x increase in efficiency
Automate and carry out Shelf/POS restocking with no manual coordination
Plan, coordinate, and carry out trade shows and events with clear-cut steps and automated team communication
Create, assign, and issue credit voucher for your customers
Onboard new stores and teams for your own locations or partner locations
Manage and carry out your regular cleaning process with automated checkists and coordination steps
Process seizures with customizable checklists and automated coordination and communications steps
Streamline your internal PO workflows end-to-end with no manual coordination
Purchase, register, and launch new vehicles into your fleet
Enables faster KYP & partner onboarding by automating data gathering and eliminating manual checks
Submit and carry out internal repair requests with automated instructions and checklists
Automate the creation and issuance of new credit or debit cards
Create and manage compliance attestations with automated document creation and data collection
Remove products and SKUs in an automated way with checklists and integration steps
Streamline management and coordination of internal actions around subpoenas
Create new product listings and SKUs fast using a streamlined process with checklist and sheet integrations
Streamline internal scanning for Politically Exposed Persons (PEPs) or sanctions
Create an automated application for your entire order delivery and receipt confirmation process
Onboard new investors end-to-end with zero manual coordiantion
Create ecommerce product campaigns with streamlined coordination across teams and automated campaign data management
Orchestrate and launch campaigns for partners, with stakeholders aligned and handovers automated
Manage and update portfolio company master data
Automate customer communications and internal measures taken for accounts past due
Onboard new employees end-to-end, including mandatory background checks and basic training
Enables faster KYC for investors and founders with automatic data gathering and no manual checks
Speed up reconcilliations with checklists and streamlined process steps designed for accounting ops.
Carry out GDPR requests and other customer privacy concerns end-to-end
Run mandatory checks and approval processes for all of your third party vendors and suppliers
Build an automated workflow for customers to confirm delivery destination in the course of an open order
Onboard couriers/drivers/riders in a streamlined workflow, end-to-end, including documentation
Handle and process inbound shipments, streamline steps and automate inventory updates
PO ordering simplified and streamlined, including approvals
Demonstrate investment impact with a streamlined process
Process data requests on your company portfolio
Allocate investment returns or capital gains with a standard, coordination-free workflow
Manage and process equipment requests in an automated workflow
Investigate, audit, and evaluate performance of a company using an automated workflow
Streamline supplier onboarding for private label suppliers
Automate regular risk check-ups for your customers
Carry out your fund valuation process with no manual coordination
An automated process for handling mandatory anti-money laundering compliance checks
Research and evaluate a security or industry in order to determine its suitability for investment
Collect and structure data to report on balances automatically
Process referral program participation and credits in a simple workflow
Process exemption orders for capital gains with automated documentation and no screen-switching
Maintain deed compliance with a standard, automated workflow
Manage and update fund administrator's with an end-to-end process
Manage and process vehicle repair requests in an automated workflow
Process data deletion requests in a fully automated way, without switching systems
Offboard couriers/drivers/riders in a streamlined workflow, end-to-end, including documentation
Order and send out replacement credit and debit cards in a few clicks
An automated process for handling mandatory illegal activities compliance checks
Open new delivery hubs with a streamline, end-to-end process, including every stakeholder
Collect customer feedback with this survey process, using custom forms, email or SMS integration
Assign and dispatch your drivers using an automated workflow in Next Matter
Manage service and warranty requests to take the guess work out of customer support
A customizable application to digitize your customer- and internal-facing purchase and checkout process
Enables faster KYC & Onboarding by automating data gathering and eliminating manual checks
End-to-end process and handling for overdelivery and underdelivery
