Generative AI for compliance & collaboration
Thank you!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
The most relevant compliance information at your fingertips to operate a more informed compliance program.
Capabilities
Global Intelligence
Search, summarize, and cite the most relevant and up to date regulatory literature and guidance across the entire web.
Firm Intelligence
Built around your procedures with secure access to your compliance data across your entire compliance program.
Reporting & Documentation
Never manually produce compliance documentation again.
Use Cases
Regulatory change management
Stay ahead of rule changes with Greenboard Go’s AI-driven monitoring that flags, summarizes, and contextualizes new SEC, FINRA, and global regulations. Automated impact analysis maps every update to your policies and controls, so teams can adapt in hours, not weeks.
Annual compliance reporting
Generate audit-ready, and customizable annual reports with the push of a button based upon your complete compliance program activity and regular compliance processes. Greenboard Go pulls, reconciles, and narrates your data into a format of your choosing.
Compliance program assessments
Greenboard Go benchmarks your program against industry best practices and regulatory mandates, surfacing gaps with clear remediation paths.
Procedure validation and updates
Our generative engine reads your existing procedures, highlights outdated sections, and drafts policy revisions aligned with the latest rules.
Data aggregation and reporting
Easily query unified trade, communications, and vendor data and produce analysis within minutes that would've previously taken hours.
Embedded
intelligence: communications supervision
Detect misconduct cues across email, chat, and collaboration tools with unrivaled precision. Our configurable system cuts review time while tightening control and driving a more robust approach to supervision.
Embedded intelligence: vendor diligence
Automate evidence collection risk assessment drafting while maintaining full questionnaire workflows capabilities .
Embedded intelligence: Marketing
Upload any ad, social post, or presentation and watch Greenboard Go red-line non-compliant language against FINRA 2210 and SEC marketing rules. Suggested edits, disclosure inserts, and approval logs streamline the path from creative concept to compliant launch.