Updates, insights, and how-tos to help you get the most out of the Green Check platform.
This Halloween, we’ve got some thrilling new features to enhance your cannabis banking experience. From spooky-good updates to wicked enhancements, we’ve brewed up just what you need to boost your business. Dive in—if you dare! 👻
Getting the most out of Portfolio Management 📊
Already using our Portfolio Management Dashboard? Make sure you’re conjuring all its magic! 🧙♂️ This premium tool pulls together your cannabis banking data, helping you track revenue, uncover growth opportunities, and benchmark against your peers—without any tricks.
Key Treats:
- Revenue Tracking: See fees and deposit interest crystal clear. 💰
- Growth Insights: Spot the key cannabis businesses for expansion.
- Industry Benchmarks: Measure your success against the competition.
If you haven’t taken the plunge with the free 30-day trial, don’t let it ghost you! 👻 See how this Dashboard can enchant your program's success.
While we're in the spirit—we want your feedback!
No tricks, just treats! 🎃 Let us know how you’re liking the new Dashboard by taking a quick survey. We're brewing up improvements fast, so tell us what you love or where we can make it even better.
Your feedback means the 🌍 to us and we want you to 💚 this product!
What's New ✨
Task Reminders & Notifications
They're arriving any day now: built-in task reminders! 🕸️ This new feature automates reminders for upcoming and overdue tasks, giving you full visibility into when the last reminder was sent and when the next one is creeping up.
And the best part? As soon as it's live, reminders will go out automatically—no action needed on your part! Say goodbye to haunting missed deadlines and enjoy spooky-smart follow-ups that keep everyone accountable. 🎃
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In The Spotlight ✨
Amended SAR Filing Made Scarily Simple
We’re thrilled to reveal a hauntingly helpful feature for filing Amended SARs! With just one click, you can now duplicate completed SARs, with all the previous details magically filled in. Save yourself from the nightmare of manual data entry and get back to your other tasks faster—no broomstick needed! 🧙♀️
On The Horizon 💡
An upgrade for your CRBs doing manual sales uploads
We’re enhancing the manual sales upload process for your CRBs! The update will include improved column mapping and better error handling, making uploads smoother and more reliable. We're working on this upgrade now and will notify your CRBs ahead of time to ensure a seamless transition to the new interface!
Got an idea brewing? 💫✨
Share it in the Green Check Ideas Portal and make your wish list come to life.
Most of our latest features—like the CRB Inbox, Amended SARs, Task Reminders, and Portfolio Management—are the result of your fantastic suggestions. As we plan for 2025, we want your input and votes to shape our roadmap. We’re already brewing up PDF support, Beneficial Ownership tools, and more customization, but we want to hear from you!
Take five minutes to cast your votes or submit your own spine-tingling ideas! (you must be logged into Green Check to access the portal) 👻