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What is Greenboard?

Greenboard is a cutting-edge platform hosted in the cloud that leverages artificial intelligence to function as a complete operating system focused on regulatory compliance, specifically designed for financial institutions regulated by the SEC and FINRA. By integrating a variety of traditionally separate tools into a unified dashboard, it effectively oversees critical operations such as archiving, communication supervision, compliance processes at both organizational and individual levels, vendor compliance checks, marketing content evaluations, trade testing, and thorough record-keeping that is ready for audits. Its unique "Greenboard Go" AI engine connects seamlessly with all firm data to proactively spot risks, uncover compliance issues, and support the maintenance of consistent internal regulations. The platform is built with a user-friendly interface and a robust architecture that emphasizes both ease of use and security, featuring role-based access controls, a strong data framework, and compliance with SOC2-Type 2 standards to safeguard data privacy and meet regulatory mandates. This holistic strategy not only optimizes operational efficiency but also strengthens the organization's protective measures against potential compliance infractions while fostering a culture of accountability. Additionally, its real-time analytics capabilities allow firms to make informed decisions swiftly, enhancing their overall operational agility in a dynamic regulatory landscape.

What is FirmScribe?

FirmScribe is a powerful communication archiving solution designed specifically for organizations, allowing them to effectively capture, store, and review messages from platforms like iMessage, SMS, and WhatsApp on iPhones, all while adhering to SEC and FINRA message-archiving regulations. Since launching in 2017, the platform has successfully integrated with a multitude of devices and archived billions of messages from Apple, preserving the original messaging experience and phone numbers for users without the need for extra apps or phone numbers, thus streamlining the compliance process for administrators who can easily manage enrolled users. The system features an intuitive administrative interface, centralized data collection, and built-in safeguards against compliance errors, offering capabilities such as capturing historical messages, federated authentication support, sending proactive notifications, and facilitating bulk user onboarding, with WhatsApp message capture included at no extra charge. Furthermore, FirmScribe includes specialized tools like SELECTCapture, which enables organizations to concentrate specifically on archiving business-related message threads, thereby amplifying their compliance efforts. This holistic approach not only simplifies the complexities of communication archiving but also empowers organizations to operate with assurance and efficiency, ensuring they remain compliant in an ever-evolving regulatory landscape. Ultimately, FirmScribe stands out as a comprehensive solution that meets the diverse needs of today's organizations.

Media

Media

Integrations Supported

Apple iOS
Microsoft Azure
Microsoft Entra
WhatsApp
Zoho Assist
iMessage

Integrations Supported

Apple iOS
Microsoft Azure
Microsoft Entra
WhatsApp
Zoho Assist
iMessage

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Greenboard

Date Founded

2023

Company Location

United States

Company Website

www.greenboard.com

Company Facts

Organization Name

FirmScribe

Date Founded

2017

Company Location

United States

Company Website

www.firmscribe.com

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Categories and Features

Archiving

Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery

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