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What is Next Matter?

Regulated financial operations run on process — and Next Matter is where those processes live. Fund administrators, asset managers, and asset servicing teams use the platform to build and run the workflows that keep operations compliant: onboarding investors and LPs, processing capital calls and NAV, handling KYC/AML checks, managing subscriptions and redemptions. What sets it apart is that compliance isn't an add-on. Every process comes with four-eyes approval, exception handling, and a full timestamped record baked in from day one — so when a regulator asks for evidence, it's already there. No engineering team required either: operations staff design and adjust their own workflows directly, with changes live within days. And it's built to sit alongside the tools already in place — ledgers, CRMs, KYC platforms — rather than forcing a rip-and-replace. Different people see different things: task owners get a simple to-do view, managers get oversight of the full picture, and external parties get a guest-friendly interface for their piece of the process.

What is Duvo.ai?

Duvo.ai operates as an agile platform specifically designed for teams in retail, FMCG, and CPG sectors, proficient in visualizing real operational workflows, enhancing process efficiencies, and overseeing approved tasks through a variety of platforms such as ERP systems, supplier portals, emails, spreadsheets, and internal applications. It effectively narrows the gap between idealized workflows and the practicalities of daily operations by accurately depicting the current operational state and crafting improved methodologies. The cutting-edge Duvo Clarity feature allows teams to swiftly map out workflows, departments, or teams within a matter of days by employing diverse evidence-collection techniques like screen recordings, structured interviews, and pre-existing documentation. This meticulous process results in a detailed L4 process map that encompasses tasks, systems, decision points, handoffs, exceptions, workarounds, rework, costs involved, savings potential, control limits, and highlights the best candidates for automation or redesign. In addition, Duvo Automation transforms this refined process map into effective agents that can carry out processes from initiation to completion across the existing systems employed by teams, significantly boosting efficiency and productivity. This comprehensive integration not only simplifies operations but also liberates teams to concentrate on strategic initiatives, freeing them from the constraints of routine, repetitive tasks, ultimately fostering a more innovative work environment.

Media

Media

Integrations Supported

HubSpot CRM
Microsoft 365
NetSuite
Salesforce
Slack
Constant Contact
Deloitte Compliance Suite
ElevenLabs
Google Analytics
Google Docs
HubSpot Customer Platform
HubSpot Service Hub
Microsoft Outlook
Microsoft Teams
Microsoft Word
SAP Cloud Platform
Trello
Twilio
Xero
Zendesk

Integrations Supported

HubSpot CRM
Microsoft 365
NetSuite
Salesforce
Slack
Constant Contact
Deloitte Compliance Suite
ElevenLabs
Google Analytics
Google Docs
HubSpot Customer Platform
HubSpot Service Hub
Microsoft Outlook
Microsoft Teams
Microsoft Word
SAP Cloud Platform
Trello
Twilio
Xero
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per user per month
Billed annually
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Next Matter

Date Founded

2018

Company Location

Germany

Company Website

nextmatter.com

Company Facts

Organization Name

Duvo.ai

Company Location

Czech Republic

Company Website

www.duvo.ai/

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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