Portfolio Management:
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The Portfolio Management Dashboard is a new feature that consolidates all cannabis banking program data into a single, comprehensive view. It allows FI users to track key metrics like fees and deposit interest, analyze individual cannabis businesses for growth opportunities, and compare performance across the industry using peer group data.
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If you haven't yet signed up for your free trial, click here. Otherwise, see this support center article for more information regarding using Portfolio Management.
For Your CRBs:
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Improved Email Notifications: We're enhancing the notifications CRB users receive for tasks in Green Check, specifically for those belonging to multiple organizations. Now, if a CRB user is logged into one org and receives a task for another, clicking the email's call to action will automatically switch them to the correct organization. This phased update simplifies task management and builds on recent CRB Inbox improvements. Click here for details.
Integrations:
- Implemented integration timing lock, reducing traffic for POS ingestions.
- Fixed a Dutchie bug related to handling voids.