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