Greenboard Archiving

Greenboard lets financial firms manage employee tasks, archiving, content review, policies, calendars, document processing, training, and more—all in one AI-native, cloud-based operating system.

The Greenboard Ring Central Archive is a communications archiving solution for RingCentral SMS and chat messages, to allow financial firms to meet SEC/FINRA regulatory requirements.

Archived RingCentral messages automatically flow into the Greenboard system and are reviewed by AI and/or lexicon rules to detect potential risks for review

Greenboard is SOC2 Type I and Type II compliant.