Related Products
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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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About
MarketingOne is a user-friendly marketing platform developed by Paragon, designed to control and streamline marketing processes, thereby saving time and money while ensuring compliance. The platform offers operational excellence in marketing operations, bundling extensive knowledge to provide ease of use and continuous improvements, keeping it up-to-date. MarketingOne is versatile and modular, enhancing the efficiency of marketing efforts from planning and execution to evaluation. It allows the coordination of marketing materials nationally and internationally, with provisions for local adaptations. The platform facilitates collaboration across organizations, enabling rapid responses to changing circumstances and integration of all communications, with the flexibility to modify and add processes as per business requirements. It provides transparency through centralized management insights into costs, leading to a more effective marketing operation.
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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 firms looking for a solution to manage SEC/FINRA compliance, automate oversight, and maintain audit-ready recordkeeping across all functions
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Audience
Multinational corporations in need of a tool to streamline their marketing operations across diverse regions
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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 InformationGreenboard
Founded: 2023
United States
www.greenboard.com
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Company InformationMarketingOne
Founded: 1995
Netherlands
www.marketingone.eu/platform
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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