Connected operations for financial services

Lenders, insurers and compliance teams see every case file, condition, alert and deadline in one place, and act before a regulatory clock runs out.

Clock runningJust now
23 mortgage files near the 30-day adverse action deadline
Detected fromICE Encompass · Microsoft Outlook
ExposureRegulation B notice due in 4 days
Routed toUnderwriting lead, Compliance officer
Prioritize decisionsView sources
Conditions open4 min ago
41 loans waiting on borrower documents for 5 or more days
Detected fromnCino · borrower email and text
Volume at stake$$16.4M in loans due to fund this month
Routed toLoan processor, Loan officer
Chase documentsView sources
Notice due12 min ago
62 property claims past 21 days from proof of loss with no decision
Detected fromGuidewire ClaimCenter · adjuster notes
ExposureWritten status notice required by state rules
Routed toClaims supervisor, Field adjuster
Send status lettersView sources
SAR deadline26 min ago
7 investigations at day 24 of the 30-day SAR window
Detected fromNICE Actimize · case notes
ExposureLate filings are an examination finding
Routed toBSA officer, FIU analyst
Escalate reviewView sources
Submission idle1 hr ago
18 commercial submissions unquoted after 10 days
Detected fromDuck Creek · broker emails
Premium at stake$$2.3M in submitted premium
Routed toUnderwriting manager, Broker relations
Assign underwritersView sources

Run lending, claims and compliance as one, with AI agents that move every case file to a decision

Execute workflows across origination, underwriting, claims and compliance.

Read unstructured data from emails, calls, PDFs and ICE Encompass records.

Expand operational coverage without increasing headcount.

What is at stake
$$61Ba year on financial crime compliance in the US and Canada
44 daysfrom first notice of loss to final payment on a homeowners claim
36.8 daysto close the average US purchase mortgage
One platform

Every team and every system, connected in one place

Financial services teams already run 8 kinds of systems, each holding part of the picture. Segeta sits on top of all of them and connects the work between them.

People in control
Loan processorUnderwriterClaims adjusterBSA/AML investigatorCompliance officerChief Operating Officer
segeta
Commitments · handoffs · approvals · exceptions · cash
01 · Loan origination & servicing

Applications, conditions, disclosures, closing and loan servicing

The lifecycle

Every stage, connected from first commitment to last handoff

APPLICATIONSAND CASEFILESBORROWER ANDPOLICYHOLDERDOCUMENTSPOLICIES,RULES AND…ALERTS ANDINVESTIGATIONSDECISIONS ANDNOTICESYOUR SYSTEMS INTAKEDOCUMENTSREVIEWDECISIONNOTICEAUDIT010203040506 INTAKE LOANPROCESSORUNDERWRITERCLAIMSADJUSTERBSA / AMLINVESTIGATORCOMPLIANCEOFFICERCHIEFOPERATINGOFFICER PEOPLE IN CONTROLCONNECTED WORKFLOWSSHARED BUSINESS DATA

Works with the tools financial services teams already use

Segeta connects to the systems of record, documents and communication tools your teams rely on. Nothing is ripped out.

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