Compliance software for fintech platforms

Compliance software for fintech platforms that need compliance to keep pace with the product.

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A fintech team member at work

Overview

Greenboard gives registered fintechs, from early-stage startups to growth-stage platforms, one AI-powered compliance platform that keeps pace with the product: Slack and Teams captured and supervised, marketing reviewed before it ships, and employee trading monitored as the team grows. It connects to your identity provider and your own AI agents, so compliance runs inside the tools your team already uses.

  1. 01

    Compliance in Slack and Teams

    GreenboardGo answers questions, files requests and routes approvals in the chat tools your team already lives in.

  2. 02

    Marketing review at release speed

    AI pre-checks app copy, landing pages, emails and social posts against SEC and FINRA rules, so launches don't wait on compliance.

  3. 03

    Archiving for modern channels

    Slack, Teams, email, text and social are captured in one WORM-compliant archive and supervised with your lexicon and AI rules.

  4. 04

    Employee trading at scale

    Link brokerage accounts for every new hire, pre-clear trades and check them against your restricted list automatically.

  5. 05

    Your AI agents, inside the program

    Greenboard's tools are available over MCP, so Claude, ChatGPT or your own agent can do compliance work as the person who asked.

  6. 06

    Built for your stack

    SSO with Entra, Okta or SAML, automatic user provisioning and exports in CSV and Excel keep Greenboard in step with your systems.

What we hear from fintech compliance teams

Compliance at a fintech is usually a small team supporting a large product and engineering organization, at a company that ships every week and hires every month.

  • Compliance can't be the release bottleneck

    Product ships every week, and every new screen, push notification and email can be a communication with the public. Teams need reviews that fit the release cycle.

  • The team works in Slack, not email

    Decisions and customer conversations happen in Slack and Teams. Firms need those channels captured and supervised without asking anyone to change how they work.

  • Headcount grows faster than the program

    Every new hire needs onboarding, attestations and brokerage accounts linked. Teams want accounts provisioned from the identity provider and policies that apply themselves.

  • Engineers expect compliance to plug in

    Technical teams want compliance to work with the tools and agents they build with, with permissions and an audit trail they can trust.

In practice

How teams like yours use Greenboard

01

Compliance in Slack and Teams

Compliance happens where your team already works, so fewer requests get skipped and fewer questions go unasked.

  • GreenboardGo answers in Slack and Teams
  • Requests filed from chat
  • Approvals and status without switching apps
  • Links straight into Greenboard
02

Your AI agents, inside your compliance program

Your team's AI tools can do real compliance work, without ever getting more access than the person using them.

  • Works with Claude, ChatGPT, or your own agent
  • Pre-clear trades, look up policies, log gifts
  • Every call runs as the user
  • Tools across the whole platform
03

Access from the identity provider you already use

People get into Greenboard through the identity provider your firm already uses, and lose access the day they leave.

  • SSO with Entra, Okta, or SAML
  • New users provisioned automatically
  • Accounts removed when someone leaves
  • Biometric MFA
04

Every action on the record

Your record stays complete no matter where the work starts.

  • Every agent call logged
  • Chat requests tracked like any other
  • One audit trail across every tool
  • Exports in CSV and Excel

Other firm types

FAQs

Frequently asked questions

What compliance software does a fintech company need?

Registered fintechs need archiving for the channels the team actually uses, marketing review that keeps up with releases, and employee trading oversight as headcount grows. Greenboard covers all three and connects to your identity provider.

Can Slack and Microsoft Teams messages be archived?

Yes. Slack, Teams, email, text, and social are captured in one WORM-compliant archive and supervised with your lexicon and AI rules, without asking anyone to change how they work.

Can our own AI agents do compliance work in Greenboard?

Yes. Greenboard's tools are available over MCP, so Claude, ChatGPT, or your own agent can do compliance work as the person who asked, never with more access than that person has.

Built for AI-native compliance teams.

See how your program runs on one system. Implementation is measured in weeks, not quarters.