Case Study: JMG Financial Group scales firmwide compliance with Greenboard

JMG Financial Group cuts compliance onboarding time by 60%+ with Greenboard

JMG Financial Group, a fee-only RIA with $7.5B in AUM, faced a significant challenge with its outdated, paper-based compliance program. The firm relied on a patchwork of legacy systems and manual processes, which created excessive administrative overhead and wasted the compliance team's time on false-positive alerts. To modernize its infrastructure, JMG turned to Greenboard and implemented its full compliance platform.

Greenboard replaced JMG's disparate systems with a single, unified platform that digitized and centralized all compliance workflows. The solution's contextual AI dramatically reduced false flags in communications review, and its automated tools streamlined marketing compliance and employee onboarding. As a result, JMG estimates a 60%+ reduction in compliance onboarding time and can now scale its operations efficiently without adding more administrative work, even as the firm continues to grow.

JMG Financial Group