Our Solutions

AI to identify compliance risk. Human-centric software to drive a culture of compliance.

AI to identify compliance risk. Human-centric software to drive a culture of compliance.

AI to identify compliance risk. Human-centric software to drive a culture of compliance.

Greenboard lets financial firms manage employee tasks, archiving, content review, policies, calendars, document processing, training, and more—all in one AI-native, cloud-based operating system

Employee Compliance

Employee Compliance, Modernized

Greenboard's know-your-employee (KYE) system handles attestations, pre-clearance, exception reporting and more via a modern easy-to-use UI

Employee Compliance

Employee Compliance, Modernized

Greenboard's know-your-employee (KYE) system handles attestations, pre-clearance, exception reporting and more via a modern easy-to-use UI

Employee Compliance

Employee Compliance, Modernized

Greenboard's know-your-employee (KYE) system handles attestations, pre-clearance, exception reporting and more via a modern easy-to-use UI

Brokerage Data

Better Brokerage Connectivity: Modernized APIs, Traditional Feeds, and AI-powered Extraction

Greenboard is the first KYE platform to support both traditional file feeds, modern brokerage APIs, and use proprietary AI to extract and structure data from brokerage statements

Brokerage Data

Better Brokerage Connectivity: Modernized APIs, Traditional Feeds, and AI-powered Extraction

Greenboard is the first KYE platform to support both traditional file feeds, modern brokerage APIs, and use proprietary AI to extract and structure data from brokerage statements

Brokerage Data

Better Brokerage Connectivity: Modernized APIs, Traditional Feeds, and AI-powered Extraction

Greenboard is the first KYE platform to support both traditional file feeds, modern brokerage APIs, and use proprietary AI to extract and structure data from brokerage statements

Communications Archiving

Communications Archiving & AI-Powered Review

Rule 204-2 compliant archiving and AI-powered risk flagging of all communications: from email, to instant-messaging, to SMS

Communications Archiving

Communications Archiving & AI-Powered Review

Rule 204-2 compliant archiving and AI-powered risk flagging of all communications: from email, to instant-messaging, to SMS

Communications Archiving

Communications Archiving & AI-Powered Review

Rule 204-2 compliant archiving and AI-powered risk flagging of all communications: from email, to instant-messaging, to SMS

Marketing

Super-Charged Compliance Reviews

Reduce compliance cycle time by 90%+ on compliance review processes

Marketing

Super-Charged Compliance Reviews

Reduce compliance cycle time by 90%+ on compliance review processes

Marketing

Super-Charged Compliance Reviews

Reduce compliance cycle time by 90%+ on compliance review processes

Vendor Management

Streamlined Vendor Compliance Management

Manage vendor diligence and questionnaires seamlessly

Vendor Management

Streamlined Vendor Compliance Management

Manage vendor diligence and questionnaires seamlessly

Vendor Management

Streamlined Vendor Compliance Management

Manage vendor diligence and questionnaires seamlessly