Updates, insights, and how-tos to help you get the most out of the Green Check platform.
🎉 Welcome to 2025! New year, new possibilities.
A fresh start means fresh opportunities for your cannabis banking program. This month, we’re working through updates to help you simplify compliance, optimize financial performance, and grow your program with confidence.
Let’s make 2025 your best year yet!
On the Horizon
✨ A new way to collect Beneficial Ownership
Big changes are coming to how Beneficial Ownership information is collected during CRB onboarding! Launching in Q1, this new process simplifies compliance and eliminates manual updates.
What’s Changing?
- Beneficial Ownership details will now be collected using Green Check’s Managed Questionnaire instead of custom fields in Due Diligence templates.
- We handle the updates—so you stay compliant without the extra work.
What This Means for You
✅ No more manual template updates
✅ A standardized, automated process
Next Steps
Your Green Check Relationship Manager will guide you through the process—stay tuned for details!
🚀 Performance Boosts Coming Soon!
Slow load times and frustrating reloads? Not anymore! Major performance enhancements are coming in Q1 to make Green Check faster and more reliable.
What to Expect:
✅ Faster page loads
✅ Improved responsiveness
✅ A more stable experience, no matter the data size
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Gain new insights about your program—Portfolio Management is here!
📢 In Case You Missed It: Unlock Deeper Insights
The Portfolio Management Dashboard now offers powerful new use cases to help you track performance, monitor risk, and identify growth opportunities.
🔎 See how it can help your FI → Read more