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Orchestrate service processes in 3 steps

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🎙️ Cards Against Complexity – The Podcast for Enterprise Innovators

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# DO SErVICE RIGHT.
# Every single time.

Lean enterprise organisations enable their business users to orchestrate customer and employee service processes without IT dependencies—using a visual workflow builder, no-code interfaces for team and guest actions, and progress dashboards for complete transparency.

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Start Customer Onboarding

Zendesk Co-Pilot

webhook trigger

AI AGENT

Review & Approve Y/N?

Compliance Analyst

Review & Approve Y/N?

Compliance Analyst

APPROVAL

NO-CODE FORM

Update System Data

Database Integration

DATABASE

CUSTOM INTEGRATION

ENABLING 100% SERVICE RELIABILITY AT:

Start Customer Onboarding

Zendesk Co-Pilot

webhook trigger

Start

Review & Approve Y/N?

Compliance Analyst

APPROVAL

NO-CODE FORM

Update System Data

Database Integration

DATABASE

CONDITIONAL

AI Click & Collect in 48h

Asset Service in Real Time

1M Visa Cards in 5-months

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”

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."**

## Flexible Process Orchestration Platform.
Reliable Service.

Builder Toolbox

Design workflows using 1000s of automations, AI, and custom API

BUILDER TOOLBOX →

Team Interfaces

Simplify complex collaboration across multiple teams

Team apps →

Manager Dashboard

Keep service operations, deadlines, & SLA’s on track

MANAGER DASHBOARD →

Guest Interfaces

Engage external users with public forms, portals, and integrations

guest apps →

## Connect anything.
Resolve everything.

“Without Next Matter, achieving this scale of integration across people, tasks, emails and software for complete oversight and traceability would not have been possible.”

ALINA WELTLE

OPS EXCELLENCE MANAGER, FOODJI

People

Data

Systems

94%

Reduction in manual compliance tasks

"We have regular audits, and if we don't have the right systems and processes it could be a critical issue. Next Matter enabled us to go from idea, to working process, to go-live with a reliable solution in a matter of days."

MANUAEL FRAGA

STRATEGIC OPERATIONS MANAGER, TRADE REPUBLIC

“Instead of 3 weeks it takes us 3 days to resolve merchant claims."

ALINA MÜLLER

TEAMLEAD CLAIMS, FOND OF

85%

Faster resolution of B2B merchant claims

## Reliable service workflows where enterprise service matter most

Employee Service

Customer Service

KYC & Onboarding

Enhanced Due Diligence (AML)

Card Issuance

Equipment Request

Risk Assessment

Claims

Product Return

Product Return

Product Return

Product Return

Product Return

Product Return

Product Return

PEP & Sanctions Check

Complaints / Damages

Bankruptcy

Inventory Request

Vendor Onboarding

Employee Onboarding

## Enterprise service, enterprise reliability

### Custom Deployment

Customize your deployment with your cloud (AWS, Azure, Google), white-label workspaces, forms, portals, and domains.

### Governance & 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.

## Here's what customers are
achieving right now

0

x

Faster resolutions for customer claims

0

%

Reduction in manual compliance tasks

0

x

Scale up in partner operations in less than 1 year

(\*these are actual customer results!)

## See how to orchestrate processes

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