Greenboard is the first lovable compliance software… but don't just take our word for it.
A huge thank you for all of the fantastic and tireless work to get Greenboard configured and rolled out by July. Being able to implement this system firmwide was an amazing feat. And we continue to receive positive unsolicited feedback from our employees — they really love the ease of account connections.
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I just had to activate NMG and there are 19+ users and I have to tell you, I LOVE the new functionality where you can take bulk action! Saved me time and less clicks!
These look great. Thank you! I got feedback today from Ten, he’s been playing around in the marketing side. He’s thrilled with how “easy” the new system is.
I am beyond happy with discovering you guys! This platform has made my bumpy transition as our compliance deputy much smoother than I anticipated!
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Wow, that was easy.
I am always impressed by how quickly your team addresses my questions. A+!
These are all great / value add enhancements, well done and keep up the good work!
Call
It’s going through very easily and I have no complaints about it. It’s fantastic. I love it. You know, it saves me so much time compared to the other ones. So very happy with that.
Call
For the people that have been onboarded, the feedback has been great. They really like the compliance calendar, being able to go in and take care of things on their own.
Thanks so much. I can’t tell you what a wonderful experience this has been so far!
Coming from Global Relay, the search functionality was both performant and intuitive. Great job!
We are thrilled with Greenboard and how easy it is to use!
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our marketing team’s costume 🟩 Happy Halloween!
Call
You've been extremely open and willing to make tweaks and build out additional features just for us. And you've also proactively suggested improvements. Not only being responsive to what we were asking for, but actually coming with ideas of your own.
Awesome, and the energy over here is overwhelmingly in favor of the move, everyone is very happy with Greenboard, we’re glad to be partnered up with you.
We’ve had great feedback from Guy and his advisors. They have loved their Greenboard experience thus far. You, Kyle, and the entire Greenboard team have been great! Thank you again for your partnership.
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The new upload your 2B/U4 button is making my day! Love it!
I am good to go. I’ve spoken to 2 people that have onboarded with you all recently and talk about the wonderful experience they have had with you. My Smarsh contract is up in May. When should we get started?
Cool updates! Happy to see the one about being able to edit reported info after submission. It isn’t a headline-grabbing feature, but it’s one of those fixes to papercuts that really help to maintain long term trust. Keep it up!
Call
I just really appreciate how consistent the programming is throughout Greenboard. Looking at this best execution model, it’s so similar to communications archiving and flagging and review. As somebody who’s trying to learn the best way to use this software, that is really helpful.
Call
The vendor management has been a huge hit, as well as the archiving. So, yeah, I’m optimistic.
We’ve been super pleased with their platform, support, and the AI functionality.
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