Serve more family offices without adding staff.
Segmental takes on the intake, coding, approvals and vendor verification your client service team handles by email. Set it up on your most complex client, then reuse it for the rest.
The problem
What slows the work down
VolumeOne large family can mean thousands of emails and over a thousand transactions a month.
ExceptionsEvery family office has urgent payments, special routes and one-off approvals.
Verification by phoneNew vendors and bank details are confirmed by calling, because fraud attempts never stop.
Products
Where Segmental helps
Operations & complianceFamily Office PortalOne private place for every bill, approval and payment, shared with your advisors.Learn more →Operations & complianceKYC OperationsEvery KYC case arrives with its checks already run and evidence attached.Learn more →Fund lifecycleVerification & ReconciliationCheck NAVs, capital accounts and statements against the source, including shadow accounting.Learn more →
Platform
One platform under every product
Your documents and data become a knowledge graph, and a rules engine applies your firm's logic the same way every time, inside your environment.
Start with your most complex client.
See the platform on your own documents. It deploys inside your environment, and first rules are ready to review within days.