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
No
API Access
Has API
No
Integrations
Apple iOS
Yes
Microsoft Azure
Yes
Microsoft Entra
Yes
WhatsApp
Yes
Zoho Assist
Yes
iMessage
Yes
Integrations
Apple iOS
No
Microsoft Azure
No
Microsoft Entra
No
WhatsApp
No
Zoho Assist
No
iMessage
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
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
No
Data Deduplication
No
Document Management
No
Email Archiving
No
Multimedia Archiving
No
Retention Management
No
Storage Management
No
Version Control
No
Web Archiving
No
eDiscovery
No
Product Features
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No