Updates, insights, and how-tos to help you get the most out of the Green Check platform.
Welcome to the August edition of our product newsletter (this is a big one)! 🌻 As the season peaks, we're excited to present updates that will help your cannabis banking experience reach new heights. Discover the powerful features and enhancements we've developed to support your growth.Reminder: Take the Beneficial Ownership Survey 🚨
We need your input! Please take ~10 minutes to complete our survey and help shape the new Beneficial Ownership feature in Green Check.
Your feedback is crucial in ensuring this feature meets your business needs.
💰 Plus, 5 lucky participants will win $50 Amazon gift cards! The survey and giveaway close in one week on September 6th, 2024, so don't miss out! 💰
Take Beneficial Ownership survey
What's New ✨
CRB Inbox Enhancements
We've streamlined the CRB Inbox to include all request types, so your CRBs will always know where to find important tasks:
- Inbox: CRBs will now see comment-related tasks and document requests alongside questionnaires and regular tasks—all in ONE place. Direct CRBs to their Inbox to find anything and everything you've requested. This article helps explain the Inbox a little more!
- New Task Type 🆕: Create "external" comment tasks for your CRBs directly from the comment widget, complete with assignees and due dates, to officially track assigned comments.
- External Task Table: Document requests and assigned comments now appear in your Tasks > External table for easier tracking.
- Email Deep Links: Access tasks directly from related emails with new deep links—no more searching required.
In The Spotlight ✨
Never Miss Comments Left by CRBs again!
ICYMI: We learned that comments from your CRBs were sometimes missed because no one at your FI was specifically mentioned. We've fixed that!
Here's what's available:
- No Mention? No Problem: The Relationship Manager (RM) (or all admins if no RM is set) will receive an email for every comment made by a CRB, even if no one is specifically mentioned.
- With Every Mention or Reply: The RM (or all admins if no RM is set) will be CCed on every mention or comment reply, ensuring they stay informed even when other users are mentioned.
- Psst: We recently added a "CC" in-app notification for the drawer as well as a notification toggle in your settings (⚙️) in case you are an admin who doesn't want to be copied on every single comment.
Set your RM at the CRB account level to ensure you receive personalized and timely updates about your valuable accounts!
On the Horizon 💡
Built-In Task Reminders/Notifications
We're introducing built-in task reminders to keep tasks top of mind for both FIs and CRBs. Reminders will be sent before the due date and after, if a task remains incomplete, ensuring all users stay on track.
Once available, the Tasks table will show the last reminder sent and the upcoming reminder date, giving you full visibility into notification timelines—reducing the need for manual follow-ups. Stay tuned for the official launch!
Ideas Portal ✅
Your feedback has driven recent releases like External Comments, CRB Inbox, and Task Reminders, and it's shaping future updates like Beneficial Ownership. Take a moment to review product ideas from your peers and vote on what matters most with the 👍 icon.