Product BUZZ: July 2024

Updates, insights, and how-tos to help you get the most out of the Green Check platform.

Happy July and welcome to our product newsletter! 🎆🌿 This month, as we celebrate the height of summer, our team is excited to share some fireworks-worthy updates designed to ignite your cannabis banking journey. Just sit back, relax, and enjoy the show!

Guess the Green Check Feature 🤔

How many clues do you need to identify this month’s feature?

  • Clue 1: Recently released and is part of the FinCEN module.
  • Clue 2:  Bubbles missing or incorrect fields to the top of the report, highlighting issues that need to be corrected!
  • Clue 3: Clickable links bring you right to the affected area—no more hunting for something you may have missed.

👇 Scroll to the bottom for the answer 👇

What’s New ✨

Never Miss Comments Left by CRBs Again!

We're excited to announce an upcoming feature designed to enhance your user experience, inspired by feedback from our ideas portal. We learned that comments from your CRBs were sometimes missed because no one at your FI was specifically mentioned. We’re fixing that!

Here's what to expect:

  • No Mention? No Problem: The Relationship Manager (RM) (or admin 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 admin if no RM is set) will be CCed on every mention or comment reply, ensuring they stay informed even when other users are mentioned.

Set your RM at the CRB account level to ensure you receive personalized and timely updates about your valuable accounts!

Stay tuned for more updates!

In the Spotlight ✨

Tribal Nation License Support

We are excited to announce a new feature that supports marijuana licenses issued by Tribal Nations. This enhancement ensures that cannabis companies holding such licenses can complete the license upload step in their application process. With this feature, users can specify their Tribal Nation license details, streamlining their onboarding experience. Learn more here.

On the Horizon 💡

Overall App Performance & User Experience

We’re thrilled to announce enhancements are coming that aim to improve your overall experience when using the Green Check app:
 
Key Changes You’ll Notice:

  1. Persistent Filters: Your filters will stay active as you navigate through different areas of the app. This means you won’t have to reapply them until you refresh the page, set new filters, or your session times out. Our goal is to save you time and effort in finding what you need.
  2. Efficient Data Handling: We’re reducing unnecessary data reloads by caching data as you navigate. Data will be updated every 30 minutes or upon page refresh as needed.

Why This Matters:

  • Efficiency: Access the info you need without repeatedly setting filters.
  • Seamless Navigation: Enjoy a smoother experience as you move between sections.

Stay tuned for an announcement when these improvements are live!

Answer to Guess the Green Check Feature 🤔

This month, we're highlighting FinCEN SAR Validation Summary. This new feature helps you quickly identify, locate, and resolve any issues within Suspicious Activity Reports (SARs), saving you time and effort. Read more about this feature here.