Product BUZZ: September 2024

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

Hello and welcome to the September edition of our product newsletter! 🍂 As the seasons shift, we're unveiling updates that are tailored to adapt to your evolving needs in cannabis banking. Let’s explore the latest innovations!

📊 Portfolio Management is here 📊

We’re excited to announce our Portfolio Management Dashboard, a premium add-on designed to bring all your cannabis banking data into one view. You can opt-in for a free 30-day trial and experience how it helps boost revenue, find growth opportunities, and benchmark performance.

Key Benefits:

• Track Revenue: Instantly view fees and deposit interest.
• Find Growth Opportunities: Identify key cannabis businesses and areas for expansion.
• Peer Group Insights: Compare your performance with industry-wide data.
  Start exploring today and unlock the full potential of your program.

Opt-in for your free trial!

What's New (Launching SOON) ✨

Task Reminders & Notifications

Next up, an important enhancement to task management in Green Check, launching soon: built-in task reminders! This feature includes reminders (for both upcoming and late tasks) and visibility (so you can see when the last reminder was sent, and when the next one will be sent).

Currently, some of our FIs manually follow up on incomplete tasks via phone or email. This new feature will automate that process, saving time and ensuring tasks are followed up on consistently, improving accountability and reducing the risk of missed deadlines.

Stay tuned for the official launch!

In The Spotlight ✨

Filter Enhancements = Better UX for YOU!

We’ve made a useful update to improve your workflow! Now, when you apply filters within a tab, those filters will stick with you as you move around the app and click in and out of records. You can easily reset your filters or refresh the page when needed. This change will help you navigate faster and more efficiently.

An easier filter experience awaits

On the Horizon (In Development) 💡

Amended SAR Filing Made Simple

We’re excited to announce an upcoming feature that will make filing amended SARs easier than ever. Soon, you’ll be able to duplicate completed SARs with all information automatically populated for quick updates. This streamlined process will save you time while ensuring compliance. Stay tuned!

Beneficial Ownership Survey Results ✅

A big thank you to everyone who participated in our recent survey on Beneficial Ownership! Your feedback is instrumental in shaping the future of this feature.

As a token of our appreciation, we're excited to share a sneak peek of our in-progress designs for this feature. Feel free to browse the designs and share further insights as we refine the experience.

We'd also like to congratulate our five lucky winners of the Amazon gift card giveaway! Once again, thank you for helping us build a better product.