Greenboard
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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IntelligenceBank
IntelligenceBank is a marketing operations platform that helps enterprise teams streamline digital asset management, marketing workflows, brand governance, and compliance. With features like a secure DAM, customizable approvals, online brand guidelines, dynamic forms, and audit trails, IntelligenceBank enables faster time-to-market while ensuring brand consistency and regulatory compliance.
Used by leading organizations in financial services, healthcare, franchising, and government, IntelligenceBank integrates with creative, CMS, and enterprise tools to centralize content, automate processes, and reduce risk across marketing operations.
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Red Marker
Red Marker is an AI-powered marketing compliance software designed to streamline the review process of advertising and marketing content. It assists legal and compliance teams in identifying potential legal and brand risks within documents, enabling efficient scaling of content reviews to ensure compliance. The platform offers capabilities such as document scanning, web content monitoring, and customizable risk detection tailored to industry-specific requirements, including regulations from bodies like the Financial Conduct Authority (FCA) and the Financial Industry Regulatory Authority (FINRA). Red Marker integrates with various tools to enhance productivity and project management, providing real-time feedback through platforms used daily by marketing and legal professionals. By automating critical compliance tasks, such as checking for disclosures, and disclaimers, and maintaining brand consistency, Red Marker promotes more efficient workflows, ensuring compliant content.
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Skematic
Skematic is a pioneering workflow management solution that seamlessly integrates people, processes, and systems, offering compliance teams a more efficient way of working. It provides a comprehensive framework for regulatory compliance, encompassing key components such as policy management, task and activity oversight, case management, and reporting. By anchoring controls and remediation frameworks in foundational policies, Skematic ensures that compliance programs are well-structured and effective. It facilitates the implementation of risk-based controls, fostering a continuous surveillance and feedback loop that keeps teams informed and processes on track. Centralized case management allows for unified issue resolution, integrating workflow participation and third-party systems to streamline remediation efforts. Advanced reporting features, including visualizations, Gantt charts, and comprehensive program overviews, empower teams with accessible and complete insights.
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