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Task

Explore Employee Compliance Solution and Schedule a Demo

As a compliance officer, I explore the Employee Compliance solution offered by Greenboard, so that I can evaluate its suitability for my organization's needs and schedule a demo to learn more about its features.

Success definition: Given I am on the Greenboard website When I click on the 'Solutions' link, then click on the 'Learn more' button for Employee Compliance, and finally click on the 'Request a demo' link Then I should see the detailed features of the Employee Compliance solution followed by a scheduling form to book a demo.

Trajectory

Step 1:

Url (before/after):

https://greenboard.com/

https://greenboard.com/solutions

Content (before/after): 

RootWebArea Greenboard | Modern Financial Compliance Software, focused, url='https://greenboard.com/'
    [70] link, center=(426,47), url='https://greenboard.com/'
    [75] link Solutions, center=(874,47), url='https://greenboard.com/solutions'
        paragraph
    [79] link About, center=(957,47), url='https://greenboard.com/about'
Show more 
        paragraph
    [83] link Resources, center=(1043,47), url='https://greenboard.com/resources'
        paragraph
    [88] link Login, center=(1703,47), url='https://my.greenboard.com/'
        paragraph
    [92] link button, center=(1820,47), inner_text=Request a demo, url='https://calendly.com/d/cmm5-7md-s8f'
        image
        paragraph
            StaticText Request a demo
    heading Interconnected, intelligent compliance tools that use AI for unparalelled diligence.
    image
    paragraph
        StaticText Greenboard is on a mission to build
        StaticText SEC & FINRA compliance tools
        StaticText so good that not using Greenboard will become tantamount to negligence in vendor selection.
    StaticText See Greenboard in action, request a product demo
    StaticText ➤
    StaticText Learn more about Greenboard's offering & technology
    StaticText ➤
    paragraph
        StaticText Backed by
        strong
            StaticText top venture firms
        StaticText and already trusted by clients with
        strong
            StaticText billions in AUM
    [125] div, center=(960,926), inner_text=Learn more about Greenboard's offering & technology
➤
    [122] div, center=(960,879), inner_text=See Greenboard in action, request a product demo
➤
    list
        listitem
            image, url='https://framerusercontent.com/images/BkUiIPjjaHinX5U26eJH7UPBiFw.png'
        listitem
            image, url='https://framerusercontent.com/images/YwZOpoJAXZLAPOVMdqh4fMzfI.png'
        listitem
            image, url='https://framerusercontent.com/images/WNHvEaFn8V1uVvj7FMrUilwgzCs.png?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/oJ3W9Ndnm1PQ6SzHkyOj2JhNqpU.png'
        listitem
            image, url='https://framerusercontent.com/images/NcJJldZh8qINfJ3n4WO67OtJBA.png?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/EIijbxHBu5rwRKi0dhPv6QuvH2Q.png?scale-down-to=512'
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            image, url='https://framerusercontent.com/images/DaUF4kHfOhFO6Sp2yJGpcopeY.png?scale-down-to=512'
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            image, url='https://framerusercontent.com/images/FznfmkV2DkHr3ATwdcWTQx7rs.png?scale-down-to=512'
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            image, url='https://framerusercontent.com/images/2D2eNWMw81or6zCMTRFac6eedQ.png?scale-down-to=512'
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            image, url='https://framerusercontent.com/images/bZoosE6MwlhxdKprMz3ehBHp34.png?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/wrRakQHhxyySdNA0zw3GVGtE3u8.png?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/V3dn4eeTb0Ad3amVHeOUEADQ.png?scale-down-to=512'
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            image, url='https://framerusercontent.com/images/cydOPC7JY4isJsMDWaGXsNBo.png?scale-down-to=512'
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            image, url='https://framerusercontent.com/images/CdFgz7qJMTciaj5soHGasV6qzYk.png?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/RU8vDlTqJthONSWPJXA7XhxbHS4.png?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/uqe2lplMUo5T3vBJAnJ1DGiBk.svg'
        listitem
            image, url='https://framerusercontent.com/images/73eo6KGpO4XXRjIHVtoKSyc3nWc.png'
    list
        listitem
            image, url='https://framerusercontent.com/images/D9UKQLv0ZEIlaMptpXhT6lGHpE.png?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/Hw3gcYpq73pjoQC6hbkozBRJ9Lw.jpg'
        listitem
            image, url='https://framerusercontent.com/images/2mJELPIdOhvpkbuMNhnayhRuOiE.webp'
        listitem
            image, url='https://framerusercontent.com/images/VUVPp5L6ewupatL8Zn5DqRN0yUk.png'
        listitem
            image, url='https://framerusercontent.com/images/6z3OWpTCJxge8RISB1QDRyCGuo.png'
        listitem
            image, url='https://framerusercontent.com/images/S53hV2eZRhwvRm5KPCdoM3yzo.png?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/AqfV6FXp3TUpi1KhSHDQyriOzw.png'
        listitem
            image, url='https://framerusercontent.com/images/pp2hRPRVsVRDb3dhbZf42iPxt0.png'
        listitem
            image, url='https://framerusercontent.com/images/uCjXnzxVxuC4Nnwp1OKUsfG4OI.png?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/Wt0iUH8FFnI3kStS4FS18Nr6sc.webp?scale-down-to=512'
        listitem
            image, url='https://framerusercontent.com/images/99keSjOmRLuwJKro3XKGmcXc.webp'
        listitem
            image, url='https://framerusercontent.com/images/BMMWuTQH8oVBBzlqePjrm35TrE.png?scale-down-to=512'
    image
    heading Product
    heading Better together
    paragraph
        StaticText Unlock testing capabilities and greater efficiency via bringing all compliance tools and relevant data together.
    image
    paragraph
        StaticText Communications Archiving
    image
    paragraph
        StaticText Code of Ethics, KYE, & Attestations
    image
    paragraph
        StaticText Exception Reporting & Forensic Testing
    image
    paragraph
        StaticText Risk Assessment & Test Mapping
    image
    paragraph
        StaticText Calendar & Task Management
    image
    paragraph
        StaticText Marketing & Product Compliance
    image
    paragraph
        StaticText Vendor Compliance Management
    image
    paragraph
        StaticText System of Record
    heading Start here to build an exception report...
    image
    heading Built for humans
    paragraph
        StaticText Software for a culture of compliance
    paragraph
    paragraph
        StaticText D
    paragraph
        StaticText Dave
    image
    paragraph
        StaticText D
    paragraph
        StaticText Edward
    image
    paragraph
        StaticText D
    paragraph
        StaticText Katherine
    image
    paragraph
        StaticText D
    paragraph
        StaticText Nicolas
    image
    image
    heading Search…
    heading Book a live demo
    paragraph
        StaticText Learn the how and why of Greenboard in 15 minutes.
    link button, url='https://calendly.com/d/cmm5-7md-s8f'
        paragraph
            StaticText Book Here
    heading Learn more now:
    heading +1 (332)-455-1462
    paragraph
        StaticText Get your questions answered by a member of the Greenboard team.
    contentinfo
        link, url='https://greenboard.com/'
        link Linkedin, url='https://www.linkedin.com/company/greenboard-compliance/'
            image
            paragraph
        link SOC2 Certification, url='https://greenboard-inc.secureframetrust.com/'
            paragraph
        heading Product
        paragraph
            link Solutions, url='https://greenboard.com/solutions'
        paragraph
            link Registration, url='https://greenboard.com/learn/registration'
        paragraph
            link Get in Touch, url='https://greenboard.com/learn/demo'
        heading Compare
        paragraph
            link vs RIA in a Box, url='https://greenboard.com/compare/comply'
        paragraph
            link vs Hadrius, url='https://greenboard.com/compare/hadrius'
        paragraph
            link vs Aer, url='https://greenboard.com/compare/aer'
        paragraph
            link vs Saifr, url='https://greenboard.com/compare/saifr'
        heading Compare
        paragraph
            link vs Red Oak, url='https://greenboard.com/compare/red-oak'
        paragraph
            link vs MCO, url='https://greenboard.com/compare/mco'
        paragraph
            link vs ComplySci, url='https://greenboard.com/compare/complysci'
        paragraph
            link vs ACA, url='https://greenboard.com/compare/aca'
        heading Company
        paragraph
            link About, url='https://greenboard.com/about'
        paragraph
            link Resources, url='https://greenboard.com/resources'
        paragraph
            link Terms of Service, url='https://greenboard.com/terms-of-service'
        paragraph
            link Privacy Policy, url='https://greenboard.com/privacy-policy'
        paragraph
            StaticText © 2024 Greenboard, Inc. All rights reserved.
        image

RootWebArea Greenboard | Modern Financial Compliance Software, focused, url='https://greenboard.com/solutions'
    [790] link, center=(426,47), url='https://greenboard.com/'
    [795] link Solutions, center=(874,47), url='https://greenboard.com/solutions'
        paragraph
    [799] link About, center=(957,47), url='https://greenboard.com/about'
Show more 
        paragraph
    [803] link Resources, center=(1043,47), url='https://greenboard.com/resources'
        paragraph
    [808] link Login, center=(1703,47), url='https://my.greenboard.com/'
        paragraph
    [812] link button, center=(1820,47), inner_text=Request a demo, url='https://calendly.com/d/cmm5-7md-s8f'
        image
        paragraph
            StaticText Request a demo
    paragraph
        StaticText Our Solutions
    heading AI to identify compliance risk. Human-centric software to drive a culture of compliance.
    paragraph
        StaticText Greenboard lets financial firms manage employee tasks, archiving, content review, policies, calendars, document processing, training, and more—all in one AI-native, cloud-based operating system
    paragraph
        StaticText Employee Compliance
    heading Employee Compliance, Modernized
    paragraph
        StaticText Greenboard's know-your-employee (KYE) system handles attestations, pre-clearance, exception reporting and more via a modern easy-to-use UI
    [847] link button, center=(440,905), inner_text=Learn more, url='https://greenboard.com/solutions/employee-compliance'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/okqtYfnMusxlzFTdJJTBEAcM.png'
    paragraph
        StaticText Brokerage Data
    heading Better Brokerage Connectivity: Modernized APIs, Traditional Feeds, and AI-powered Extraction
    paragraph
        StaticText Greenboard is the first KYE platform to support both traditional file feeds, modern brokerage APIs, and use proprietary AI to extract and structure data from brokerage statements
    link button, url='https://greenboard.com/solutions/brokerage-data'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/FzkQCNt0PdcfRdZCytLtCTbWo.svg'
    paragraph
        StaticText Communications Archiving
    heading Communications Archiving & AI-Powered Review
    paragraph
        StaticText Rule 204-2 compliant archiving and AI-powered risk flagging of all communications: from email, to instant-messaging, to SMS
    link button, url='https://greenboard.com/solutions/archiving'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/CNvft2FVLJUtZxYRTbZunQSqJCY.png'
    paragraph
        StaticText Marketing
    heading Super-Charged Compliance Reviews
    paragraph
        StaticText Reduce compliance cycle time by 90%+ on compliance review processes
    link button, url='https://greenboard.com/solutions/marketing'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/9GrQK8UVWKYJGu85bqncgtq2UY8.png'
    paragraph
        StaticText Vendor Management
    heading Streamlined Vendor Compliance Management
    paragraph
        StaticText Manage vendor diligence and questionnaires seamlessly
    link button, url='https://greenboard.com/solutions/vendor'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/q2WUK3mpopJOoPutDd9NVkOrdE.png'
    contentinfo
        link, url='https://greenboard.com/'
        link Linkedin, url='https://www.linkedin.com/company/greenboard-compliance/'
            image
            paragraph
        link SOC2 Certification, url='https://greenboard-inc.secureframetrust.com/'
            paragraph
        heading Product
        paragraph
            link Solutions, url='https://greenboard.com/solutions'
        paragraph
            link Registration, url='https://greenboard.com/learn/registration'
        paragraph
            link Get in Touch, url='https://greenboard.com/learn/demo'
        heading Compare
        paragraph
            link vs RIA in a Box, url='https://greenboard.com/compare/comply'
        paragraph
            link vs Hadrius, url='https://greenboard.com/compare/hadrius'
        paragraph
            link vs Aer, url='https://greenboard.com/compare/aer'
        paragraph
            link vs Saifr, url='https://greenboard.com/compare/saifr'
        heading Compare
        paragraph
            link vs Red Oak, url='https://greenboard.com/compare/red-oak'
        paragraph
            link vs MCO, url='https://greenboard.com/compare/mco'
        paragraph
            link vs ComplySci, url='https://greenboard.com/compare/complysci'
        paragraph
            link vs ACA, url='https://greenboard.com/compare/aca'
        heading Company
        paragraph
            link About, url='https://greenboard.com/about'
        paragraph
            link Resources, url='https://greenboard.com/resources'
        paragraph
            link Terms of Service, url='https://greenboard.com/terms-of-service'
        paragraph
            link Privacy Policy, url='https://greenboard.com/privacy-policy'
        paragraph
            StaticText © 2024 Greenboard, Inc. All rights reserved.
        image

Reasoning for action: Since the user story requires the exploration of the Employee Compliance solution, I first need to access the relevant section of Greenboard's website. By clicking on the 'Solutions' link, I directly access the main area where the various compliance solutions are presented. This is a crucial first step to find and learn about the Employee Compliance solution.

Action: click('75') # Click on the Solutions link to explore the offerings of Greenboard.

Change Description: The browser navigated to the Solutions page of Greenboard, reflecting a change in the URL to 'https://greenboard.com/solutions'. The page now presents information about various compliance solutions offered by Greenboard, including employee compliance, brokerage data, communications archiving, and vendor management.

Screenshot before:Screenshot after:---

Step 2:

Url (before/after):

https://greenboard.com/solutions

https://greenboard.com/solutions/employee-compliance

Content (before/after): 

RootWebArea Greenboard | Modern Financial Compliance Software, focused, url='https://greenboard.com/solutions'
    [790] link, center=(426,47), url='https://greenboard.com/'
    [795] link Solutions, center=(874,47), url='https://greenboard.com/solutions'
        paragraph
    [799] link About, center=(957,47), url='https://greenboard.com/about'
Show more 
        paragraph
    [803] link Resources, center=(1043,47), url='https://greenboard.com/resources'
        paragraph
    [808] link Login, center=(1703,47), url='https://my.greenboard.com/'
        paragraph
    [812] link button, center=(1820,47), inner_text=Request a demo, url='https://calendly.com/d/cmm5-7md-s8f'
        image
        paragraph
            StaticText Request a demo
    paragraph
        StaticText Our Solutions
    heading AI to identify compliance risk. Human-centric software to drive a culture of compliance.
    paragraph
        StaticText Greenboard lets financial firms manage employee tasks, archiving, content review, policies, calendars, document processing, training, and more—all in one AI-native, cloud-based operating system
    paragraph
        StaticText Employee Compliance
    heading Employee Compliance, Modernized
    paragraph
        StaticText Greenboard's know-your-employee (KYE) system handles attestations, pre-clearance, exception reporting and more via a modern easy-to-use UI
    [847] link button, center=(440,905), inner_text=Learn more, url='https://greenboard.com/solutions/employee-compliance'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/okqtYfnMusxlzFTdJJTBEAcM.png'
    paragraph
        StaticText Brokerage Data
    heading Better Brokerage Connectivity: Modernized APIs, Traditional Feeds, and AI-powered Extraction
    paragraph
        StaticText Greenboard is the first KYE platform to support both traditional file feeds, modern brokerage APIs, and use proprietary AI to extract and structure data from brokerage statements
    link button, url='https://greenboard.com/solutions/brokerage-data'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/FzkQCNt0PdcfRdZCytLtCTbWo.svg'
    paragraph
        StaticText Communications Archiving
    heading Communications Archiving & AI-Powered Review
    paragraph
        StaticText Rule 204-2 compliant archiving and AI-powered risk flagging of all communications: from email, to instant-messaging, to SMS
    link button, url='https://greenboard.com/solutions/archiving'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/CNvft2FVLJUtZxYRTbZunQSqJCY.png'
    paragraph
        StaticText Marketing
    heading Super-Charged Compliance Reviews
    paragraph
        StaticText Reduce compliance cycle time by 90%+ on compliance review processes
    link button, url='https://greenboard.com/solutions/marketing'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/9GrQK8UVWKYJGu85bqncgtq2UY8.png'
    paragraph
        StaticText Vendor Management
    heading Streamlined Vendor Compliance Management
    paragraph
        StaticText Manage vendor diligence and questionnaires seamlessly
    link button, url='https://greenboard.com/solutions/vendor'
        image
        paragraph
            StaticText Learn more
    image, url='https://framerusercontent.com/images/q2WUK3mpopJOoPutDd9NVkOrdE.png'
    contentinfo
        link, url='https://greenboard.com/'
        link Linkedin, url='https://www.linkedin.com/company/greenboard-compliance/'
            image
            paragraph
        link SOC2 Certification, url='https://greenboard-inc.secureframetrust.com/'
            paragraph
        heading Product
        paragraph
            link Solutions, url='https://greenboard.com/solutions'
        paragraph
            link Registration, url='https://greenboard.com/learn/registration'
        paragraph
            link Get in Touch, url='https://greenboard.com/learn/demo'
        heading Compare
        paragraph
            link vs RIA in a Box, url='https://greenboard.com/compare/comply'
        paragraph
            link vs Hadrius, url='https://greenboard.com/compare/hadrius'
        paragraph
            link vs Aer, url='https://greenboard.com/compare/aer'
        paragraph
            link vs Saifr, url='https://greenboard.com/compare/saifr'
        heading Compare
        paragraph
            link vs Red Oak, url='https://greenboard.com/compare/red-oak'
        paragraph
            link vs MCO, url='https://greenboard.com/compare/mco'
        paragraph
            link vs ComplySci, url='https://greenboard.com/compare/complysci'
        paragraph
            link vs ACA, url='https://greenboard.com/compare/aca'
        heading Company
        paragraph
            link About, url='https://greenboard.com/about'
        paragraph
            link Resources, url='https://greenboard.com/resources'
        paragraph
            link Terms of Service, url='https://greenboard.com/terms-of-service'
        paragraph
            link Privacy Policy, url='https://greenboard.com/privacy-policy'
        paragraph
            StaticText © 2024 Greenboard, Inc. All rights reserved.
        image

RootWebArea Employee Compliance, Modernized - Greenboard | Modern Financial Compliance Software, focused, url='https://greenboard.com/solutions/employee-compliance'
    [1045] link, center=(426,47), url='https://greenboard.com/'
    [1050] link Solutions, center=(874,47), url='https://greenboard.com/solutions'
        paragraph
    [1054] link About, center=(957,47), url='https://greenboard.com/about'
Show more 
        paragraph
    [1058] link Resources, center=(1043,47), url='https://greenboard.com/resources'
        paragraph
    [1063] link Login, center=(1703,47), url='https://my.greenboard.com/'
        paragraph
    [1067] link button, center=(1820,47), inner_text=Request a demo, url='https://calendly.com/d/cmm5-7md-s8f'
        image
        paragraph
            StaticText Request a demo
    paragraph
        StaticText Employee Compliance
    heading Employee Compliance, Modernized
    paragraph
        StaticText Greenboard's know-your-employee (KYE) system handles attestations, pre-clearance, exception reporting and more via a modern easy-to-use UI
    image, url='https://framerusercontent.com/images/okqtYfnMusxlzFTdJJTBEAcM.png'
    paragraph
        StaticText Greenboard's know-your-employee (KYE) system handles attestations, pre-clearance, exception reporting and more via a modern easy-to-use UI. This covers:
    list
        listitem
            StaticText •
            paragraph
                StaticText Trades
        listitem
            StaticText •
            paragraph
                StaticText Private Placements
        listitem
            StaticText •
            paragraph
                StaticText Political Contributions
        listitem
            StaticText •
            paragraph
                StaticText Outside Affiliations
        listitem
            StaticText •
            paragraph
                StaticText Initial Public Offerings
        listitem
            StaticText •
            paragraph
                StaticText Gifts & Entertainment
        listitem
            StaticText •
            paragraph
                StaticText Exception Reporting & Trade Testing
        listitem
            StaticText •
            paragraph
                StaticText Policy review and sign-off
        listitem
            StaticText •
            paragraph
                StaticText Anything else - our system is fully customizable via a task-builder interface (see below)
            paragraph
    image, url='https://framerusercontent.com/images/Y3k40TpqpRJtySxohDktba1f6p4.png?scale-down-to=1024'
    paragraph
        StaticText Our thesis around building better software for KYE software is simple: in a world where the lion's share of work at covered firms occurs on screens, the quality of the digital experience a compliance team offers their stakeholders will has a material impact on adherence to policies and the firm's culture of compliance (or lack thereof).
    image, url='https://framerusercontent.com/images/O8tgN9EBydzH11gDQz0XmPneT0.png?scale-down-to=1024'
    paragraph
        StaticText Each Access Person or Supervised Person workflow in Greenboard includes educational elements out of the box and elements to psychologically nudge employees to report on the entirety of the information they are obligated to report.
    paragraph
    paragraph
        StaticText To learn more about our employee compliance offering
        link request a demo here., url='https://calendly.com/dave-greenboard/30min'
    contentinfo
        link, url='https://greenboard.com/'
        link Linkedin, url='https://www.linkedin.com/company/greenboard-compliance/'
            image
            paragraph
        link SOC2 Certification, url='https://greenboard-inc.secureframetrust.com/'
            paragraph
        heading Product
        paragraph
            link Solutions, url='https://greenboard.com/solutions'
        paragraph
            link Registration, url='https://greenboard.com/learn/registration'
        paragraph
            link Get in Touch, url='https://greenboard.com/learn/demo'
        heading Compare
        paragraph
            link vs RIA in a Box, url='https://greenboard.com/compare/comply'
        paragraph
            link vs Hadrius, url='https://greenboard.com/compare/hadrius'
        paragraph
            link vs Aer, url='https://greenboard.com/compare/aer'
        paragraph
            link vs Saifr, url='https://greenboard.com/compare/saifr'
        heading Compare
        paragraph
            link vs Red Oak, url='https://greenboard.com/compare/red-oak'
        paragraph
            link vs MCO, url='https://greenboard.com/compare/mco'
        paragraph
            link vs ComplySci, url='https://greenboard.com/compare/complysci'
        paragraph
            link vs ACA, url='https://greenboard.com/compare/aca'
        heading Company
        paragraph
            link About, url='https://greenboard.com/about'
        paragraph
            link Resources, url='https://greenboard.com/resources'
        paragraph
            link Terms of Service, url='https://greenboard.com/terms-of-service'
        paragraph
            link Privacy Policy, url='https://greenboard.com/privacy-policy'
        paragraph
            StaticText © 2024 Greenboard, Inc. All rights reserved.
        image

Reasoning for action: By clicking the 'Learn more' button for Employee Compliance, I am directed to a page that provides in-depth information regarding the specific features and functionalities of this compliance solution. This step is crucial in fulfilling the user's goal of exploring the Employee Compliance solution to assess if it meets the organization's needs.

Action: click('847') # Click on the 'Learn more' button for Employee Compliance to explore this solution in detail.

Change Description: The browser navigated to the 'Employee Compliance' solution page after clicking the 'Learn more' button, updating the URL to 'https://greenboard.com/solutions/employee-compliance' and displaying detailed information and features related to the Employee Compliance system.

Screenshot before:Screenshot after:---

Step 3:

Url (before/after):

https://greenboard.com/solutions/employee-compliance

https://calendly.com/d/cmm5-7md-s8f

Content (before/after): 

RootWebArea Employee Compliance, Modernized - Greenboard | Modern Financial Compliance Software, focused, url='https://greenboard.com/solutions/employee-compliance'
    [1045] link, center=(426,47), url='https://greenboard.com/'
    [1050] link Solutions, center=(874,47), url='https://greenboard.com/solutions'
        paragraph
    [1054] link About, center=(957,47), url='https://greenboard.com/about'
Show more 
        paragraph
    [1058] link Resources, center=(1043,47), url='https://greenboard.com/resources'
        paragraph
    [1063] link Login, center=(1703,47), url='https://my.greenboard.com/'
        paragraph
    [1067] link button, center=(1820,47), inner_text=Request a demo, url='https://calendly.com/d/cmm5-7md-s8f'
        image
        paragraph
            StaticText Request a demo
    paragraph
        StaticText Employee Compliance
    heading Employee Compliance, Modernized
    paragraph
        StaticText Greenboard's know-your-employee (KYE) system handles attestations, pre-clearance, exception reporting and more via a modern easy-to-use UI
    image, url='https://framerusercontent.com/images/okqtYfnMusxlzFTdJJTBEAcM.png'
    paragraph
        StaticText Greenboard's know-your-employee (KYE) system handles attestations, pre-clearance, exception reporting and more via a modern easy-to-use UI. This covers:
    list
        listitem
            StaticText •
            paragraph
                StaticText Trades
        listitem
            StaticText •
            paragraph
                StaticText Private Placements
        listitem
            StaticText •
            paragraph
                StaticText Political Contributions
        listitem
            StaticText •
            paragraph
                StaticText Outside Affiliations
        listitem
            StaticText •
            paragraph
                StaticText Initial Public Offerings
        listitem
            StaticText •
            paragraph
                StaticText Gifts & Entertainment
        listitem
            StaticText •
            paragraph
                StaticText Exception Reporting & Trade Testing
        listitem
            StaticText •
            paragraph
                StaticText Policy review and sign-off
        listitem
            StaticText •
            paragraph
                StaticText Anything else - our system is fully customizable via a task-builder interface (see below)
            paragraph
    image, url='https://framerusercontent.com/images/Y3k40TpqpRJtySxohDktba1f6p4.png?scale-down-to=1024'
    paragraph
        StaticText Our thesis around building better software for KYE software is simple: in a world where the lion's share of work at covered firms occurs on screens, the quality of the digital experience a compliance team offers their stakeholders will has a material impact on adherence to policies and the firm's culture of compliance (or lack thereof).
    image, url='https://framerusercontent.com/images/O8tgN9EBydzH11gDQz0XmPneT0.png?scale-down-to=1024'
    paragraph
        StaticText Each Access Person or Supervised Person workflow in Greenboard includes educational elements out of the box and elements to psychologically nudge employees to report on the entirety of the information they are obligated to report.
    paragraph
    paragraph
        StaticText To learn more about our employee compliance offering
        link request a demo here., url='https://calendly.com/dave-greenboard/30min'
    contentinfo
        link, url='https://greenboard.com/'
        link Linkedin, url='https://www.linkedin.com/company/greenboard-compliance/'
            image
            paragraph
        link SOC2 Certification, url='https://greenboard-inc.secureframetrust.com/'
            paragraph
        heading Product
        paragraph
            link Solutions, url='https://greenboard.com/solutions'
        paragraph
            link Registration, url='https://greenboard.com/learn/registration'
        paragraph
            link Get in Touch, url='https://greenboard.com/learn/demo'
        heading Compare
        paragraph
            link vs RIA in a Box, url='https://greenboard.com/compare/comply'
        paragraph
            link vs Hadrius, url='https://greenboard.com/compare/hadrius'
        paragraph
            link vs Aer, url='https://greenboard.com/compare/aer'
        paragraph
            link vs Saifr, url='https://greenboard.com/compare/saifr'
        heading Compare
        paragraph
            link vs Red Oak, url='https://greenboard.com/compare/red-oak'
        paragraph
            link vs MCO, url='https://greenboard.com/compare/mco'
        paragraph
            link vs ComplySci, url='https://greenboard.com/compare/complysci'
        paragraph
            link vs ACA, url='https://greenboard.com/compare/aca'
        heading Company
        paragraph
            link About, url='https://greenboard.com/about'
        paragraph
            link Resources, url='https://greenboard.com/resources'
        paragraph
            link Terms of Service, url='https://greenboard.com/terms-of-service'
        paragraph
            link Privacy Policy, url='https://greenboard.com/privacy-policy'
        paragraph
            StaticText © 2024 Greenboard, Inc. All rights reserved.
        image

RootWebArea Calendly, focused, url='https://calendly.com/d/cmm5-7md-s8f'
    heading Form
    image Company logo, url='https://d3v0px0pttie1i.cloudfront.net/uploads/branding/logo/4b105369-0a79-44ec-aba3-b5408c205dcb/9cf49fc6.png'
    group
        Legend
Show more 
            StaticText Name
        [59] textbox First name, center=(857,355), autocomplete=off, contenteditable=True, type=text
        [63] textbox Last name, center=(1063,355), autocomplete=off, contenteditable=True, type=text
    LabelText
        StaticText Email
        StaticText *
    [69] textbox Email *, center=(960,463), autocomplete=email, contenteditable=True, required, type=email
    LabelText
        StaticText What are you hoping to learn during a Greenboard demo?
    [75] textbox What are you hoping to learn during a Greenboard demo?, center=(960,605), autocomplete=off, contenteditable=True, type=textarea
    [77] button Submit, center=(835,706), type=submit
    region Cookie banner
        alertdialog We respect your personal privacy, modal=False
            StaticText We respect your personal privacy
            StaticText We and our partners use cookies, pixels, and similar tracking technology (all called “cookies” here), including necessary cookies to provide our websites and optional cookies to collect information from you (including your clicks, cursor movements, and screen recordings on our websites) for site functionality and personalization, usage analytics, and marketing. You consent to our use of all cookies by choosing “l understand” or continuing to use this website. You may decline optional cookies by choosing "Do not allow cookies". We honor opt-out preference signals.
            [96] link Click here, center=(514,933), url='https://calendly.com/privacy'
            StaticText to read about how we use your personal data.
            [100] button Do not allow cookies, center=(372,1003)
            [101] button I understand, center=(510,1003)
            [102] button Cookie settings, center=(99,1003)
            [105] button Close, center=(560,764)

Reasoning for action: I clicked on the 'Request a demo' link to fulfill the user story requirement of scheduling a demo for the Employee Compliance solution offered by Greenboard. This allows me to move forward in exploring the features of the solution and provides a pathway to assess its suitability for the organization's needs.

Action: click('1067') # Click on the 'Request a demo' link to explore demo options for Employee Compliance.

Change Description: After clicking the 'Request a demo' link, the browser navigated to the Calendly page where a form appears for scheduling a demo. The previous content on Employee Compliance has been replaced with input fields for personal information and demo preferences, indicating a transition from the Greenboard offering to scheduling an appointment.

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