video1.0<iframe src="https://www.loom.com/embed/c32930c42e7745748c07ea48f2b87854" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c32930c42e7745748c07ea48f2b87854-9000a3520f3b8146.gif202.07In this video, I demonstrate how to perform a new eye compliance check for a contact record in Lead Center. By clicking on the AI assistant and selecting compliance audit, you can quickly identify any missing key details required for FINRA and SEC compliance, such as address and tax ID. The AI will analyze the compliance automatically, providing a summary of issues found along with relevant regulations and recommendations for fixing them. I also highlight that privacy is ensured, as no actual data is shared with the AI. Please make sure to export the findings to Excel for your records.