Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FirmScribe serves as a robust communication archiving solution tailored for organizations, enabling them to efficiently capture, store, and review messages from iMessage, SMS, and WhatsApp on iPhones, all while ensuring compliance with SEC and FINRA message-archiving standards. Since its inception in 2017, the platform has successfully onboarded numerous devices and archived billions of messages from Apple, all the while maintaining the users' original messaging experience and phone numbers without requiring any additional applications or phone numbers, thereby simplifying compliance for administrators who can manage enrolled users with ease. The system provides a user-friendly administration interface, centralized data collection capabilities, and built-in protections against compliance oversights, featuring options for capturing historical messages, supporting federated authentication, sending proactive alerts, and facilitating bulk user onboarding, with WhatsApp message capture offered at no additional cost. Additionally, FirmScribe boasts specialized solutions such as SELECTCapture, which allows organizations to focus solely on archiving business-related message threads, enhancing their compliance efforts further. This comprehensive approach ensures that organizations can navigate the complexities of communication archiving with confidence and efficiency.
Description
Greenboard is an innovative, cloud-based platform that harnesses AI to serve as a comprehensive operating system for regulatory compliance tailored to the requirements of financial firms governed by the SEC and FINRA. By merging various often-disparate tools into a cohesive dashboard, it efficiently manages essential functions such as archiving, supervision of communications, compliance workflows at both the firm and employee levels, vendor compliance, marketing content assessments, trade testing, and meticulous record-keeping that is audit-ready. Utilizing its proprietary “Greenboard Go” AI engine, which seamlessly integrates with all data within the firm, it proactively identifies risks, highlights compliance discrepancies, and aids in maintaining uniform internal policies. The platform's user interface and underlying architecture prioritize both usability and security, incorporating role-based access controls, robust data infrastructure, and adherence to SOC2-Type 2 standards to protect data privacy and ensure compliance with regulatory requirements. Furthermore, this comprehensive approach not only streamlines operations but also fortifies the organization’s defenses against potential compliance violations.
API Access
Has API
API Access
Has API
Integrations
Apple iOS
Microsoft Azure
Microsoft Entra
WhatsApp
Zoho Assist
iMessage
Integrations
Apple iOS
Microsoft Azure
Microsoft Entra
WhatsApp
Zoho Assist
iMessage
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FirmScribe
Founded
2017
Country
United States
Website
www.firmscribe.com
Vendor Details
Company Name
Greenboard
Founded
2023
Country
United States
Website
www.greenboard.com
Product Features
Archiving
Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation