Greenboard vs. Saifr: AI marketing review inside your whole compliance program

Comparing Greenboard and Saifr? Greenboard’s AI marketing review averages seven seconds, and it’s part of one platform for archiving, employee and firm compliance.

Automation everywhere

That's GreenboardGo.

GreenboardGo is built into every Greenboard workflow, not added on top. It answers routine policy questions, triages what's urgent, and drafts tasks so owners only have to review and approve them. Judgment calls go to the person responsible for them. Go handles the busywork, and your people make the decisions.

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One system of action

Independence from fragmented tools.

Marketing review is one part of the platform, next to everything else an examiner asks about. Greenboard brings your program together on a fully configurable platform, built on WORM-based recordkeeping designed to meet SEC 17a-4 requirements:

88%
of customers retired at least one legacy tool1
99.14%
fewer e-communications false positives2
7 seconds
average marketing review turnaround3
  1. 1Based on sampled onboarding data of customers consolidating systems into Greenboard. Results may vary.
  2. 2Based on supervision reports across a sample of customers. Results may vary by communication volume, lexicon setup, and firm size.
  3. 3Based on sampled user sessions over the past 12 months. Results may vary by content complexity, firm setup, and reviewer availability.

Marketing review that keeps pace with your content

In Greenboard, marketing review is one module of a complete compliance platform.

A culture of compliance only happens when people actually use the tool. Every Greenboard workflow is designed to take friction out of the process for advisors, traders, and employees, not just the CCO.

  • Marketing review averages seven seconds, checks against SEC marketing rules and FINRA advertising standards, and verifies that every required disclosure is present and accurate.

  • Advisors get an instant pre-check when they upload, and Go flags performance, testimonial and disclosure issues before the piece reaches you.

  • Pieces move through staged approvals, with comments on the piece, e-signed approvals and reports ready for an exam.

  • Marketing review sits in the same system as archiving, personal trading, attestations and vendor diligence, so one record answers the examiner.

Exam-ready by default

An exam request becomes a query, not a fire drill.

Every judgment call goes to a human, and every AI action is recorded: what Go surfaced, who reviewed it, what they decided, and when. When an examiner asks how you got there, the answer is already in the record.

Greenboard is SOC 2 Type II compliant. Our security controls and full subprocessor list are published at trust.greenboard.com.

Why Greenboard

Built by a product and engineering company, first.

We invest where it counts: in the platform your team uses every day. That means one system, one record, and a product that gets better with every release.

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In their words

“Whatever we came up with for marketing reviews, it had to move as fast as the content creators moved.”

Alex StickelmanCCO & COO, Root Financial
24 hrs
Weekly time saved on marketing review
70+
Greenboard users
20%
MoM headcount growth enabled

Bring your program. We'll show you the exam file.

Send us your policies, communications, and trade data. We'll run them through Greenboard and show you what your program looks like on one system.

Backed by Base10 Partners, General Catalyst, and Y Combinator