Related Products
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About
Fintel Connect is a leading growth marketing solution tailored for the financial industry, aiming to support the banking and financial ecosystem with tools and insights that enable them to better reach future customers and deliver the right products to the right audiences in a compliant and cost-effective way. Their technology solutions are built to help financial institutions overcome the most challenging barriers to achieve, and exceed, their growth. Fintel Connect offers a complete partnership solution and a specialized network of affiliates and influencers, an AI-powered monitoring tool to protect your brand and keep it content-compliant, and a complete customer journey tracking and analytics tool for transparency on marketing results. With over 20 years in performance marketing, they serve 85+ financial brands and have a network of 5,000+ financial affiliates and influencers.
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About
Greenboard is a cloud-based, AI-powered platform that acts as a unified operating system for regulatory compliance under the SEC and FINRA for financial firms. It consolidates what are often multiple fragmented tools into a single dashboard that handles archiving and communications supervision, firm- and employee-level compliance workflows, third-party/vendor compliance, marketing content reviews, trade-testing, and books/records management, and full audit-ready recordkeeping. Leveraging its built-in “Greenboard Go” AI engine, which connects to all firm data, it automatically scans for risks, flags compliance issues, and helps enforce consistent internal policies. Its interface and architecture are designed with usability and security in mind, featuring role-based permissions, enterprise-grade data infrastructure, and SOC2-Type 2 compliance to ensure data privacy and regulatory defensibility.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial institutions wanting a tool to enhance their marketing efforts through partner marketing processes, compliance operations, and comprehensive analytics
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Audience
Financial firms looking for a solution to manage SEC/FINRA compliance, automate oversight, and maintain audit-ready recordkeeping across all functions
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFintel Connect
Founded: 2018
Canada
www.fintelconnect.com
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Company InformationGreenboard
Founded: 2023
United States
www.greenboard.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
AppsFlyer
Authorize.Net
Branch
Google Cloud Platform
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