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New: AI Tools in LeadCenter
Automatic Family Creation & Head of Household Assignment Email Redirects Now Saved to Notes (and No More Duplicate Contacts) Weekly Executive Report by Email New: Enhanced Email Sync Privacy Options New: AI Tools in LeadCenter Sender Signature Shortcode Email Open & Click Notifications Enhanced Calendar View: Smarter Grouping for Synced Appointments Introducing the Servicing Advisor View Send Test Emails with Shortcodes Populated Introducing AI-Powered Follow-Up Emails After Every Zoom Meeting Redirect to a Custom Confirmation Page for Calendars & Events Smarter Workflows, Automated Catchlight Enrichment & More Enhanced Monthly Calendar View: Smarter Grouping and Improved Performance Introducing the "Days in Stage" Filter Across LeadCenter Custom Consent Message for LeadCenter Public Forms Introducing Main and Sleeve Financial Accounts New Notification System in LeadCenter Web & Mobile Apps Introducing LeadCenter University: Your Path to Mastering LeadCenter Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks! Daily Digest Emails: Your Day, at a Glance Edit Workflows Without Interruptions Important Update: New Business Verification Required for SMS & Voice Services Improved Side Menu Control LeadCenter Mobile App v1.1: View Schedules for Your Team Members on the Go New Feature: TCPA Compliance Message for Text Messaging Personal Notification Preferences: Get the Right Alerts, Only When You Need Them LeadCenter Mobile App v1.0.9: Manage More on the Go Send Event Invitations in Just a Few Clicks View Catchlight Data Instantly in Sales Pipeline LeadCenter Mobile App Version 1 Released Appointment report to track scheduler performance New: Download Financial Accounts from the Accounts Page Ability to Sort by Name in Contacts and Pipeline Dashboards New: Productivity Report Custom Fields Now in the Overview Section Uploading AUM/Insurance Accounts via CSV Assign Scheduler to Leads Assigning Tasks to Teams Q2 2025: Upcoming Features Your Emails, Calls, and Texts—Now Easier to Manage Than Ever Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

What's New

Automatic Family Creation & Head of Household Assignment Email Redirects Now Saved to Notes (and No More Duplicate Contacts) Weekly Executive Report by Email New: Enhanced Email Sync Privacy Options New: AI Tools in LeadCenter Sender Signature Shortcode Email Open & Click Notifications Enhanced Calendar View: Smarter Grouping for Synced Appointments Introducing the Servicing Advisor View Send Test Emails with Shortcodes Populated Introducing AI-Powered Follow-Up Emails After Every Zoom Meeting Redirect to a Custom Confirmation Page for Calendars & Events Smarter Workflows, Automated Catchlight Enrichment & More Enhanced Monthly Calendar View: Smarter Grouping and Improved Performance Introducing the "Days in Stage" Filter Across LeadCenter Custom Consent Message for LeadCenter Public Forms Introducing Main and Sleeve Financial Accounts New Notification System in LeadCenter Web & Mobile Apps Introducing LeadCenter University: Your Path to Mastering LeadCenter Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks! Daily Digest Emails: Your Day, at a Glance Edit Workflows Without Interruptions Important Update: New Business Verification Required for SMS & Voice Services Improved Side Menu Control LeadCenter Mobile App v1.1: View Schedules for Your Team Members on the Go New Feature: TCPA Compliance Message for Text Messaging Personal Notification Preferences: Get the Right Alerts, Only When You Need Them LeadCenter Mobile App v1.0.9: Manage More on the Go Send Event Invitations in Just a Few Clicks View Catchlight Data Instantly in Sales Pipeline LeadCenter Mobile App Version 1 Released Appointment report to track scheduler performance New: Download Financial Accounts from the Accounts Page Ability to Sort by Name in Contacts and Pipeline Dashboards New: Productivity Report Custom Fields Now in the Overview Section Uploading AUM/Insurance Accounts via CSV Assign Scheduler to Leads Assigning Tasks to Teams Q2 2025: Upcoming Features Your Emails, Calls, and Texts—Now Easier to Manage Than Ever Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

New: AI Tools in LeadCenter

09/30/2025

We’re introducing new AI tools in LeadCenter. The AI Assistant helps you create and refine emails & texts — and includes a built-in Email & Text Compliance Check so you can instantly review messages against SEC & FINRA guidelines. In addition, the new Contact Compliance Audit lets you review contact data for regulatory issues.

Both features are in Beta and available to all users.

AI Assistant for Emails & Texts

The AI Assistant is now built into your email and text templates — as well as when sending an email or text directly from a contact record or the communications pages. With this update, you can generate new messages, improve drafts, and ensure compliance without leaving LeadCenter.AI.

How It Works

Click the new AI Assistant button when creating or editing an email or text template, or when sending a message from a contact record or the communications pages. This opens the “Ask AI” panel at the top of your screen.

AI Assistant button in email/text templates

You can either start fresh or improve existing drafts. When you select Write new email, the chat box opens for you to create a message from scratch with AI. You can also freely chat with the AI Assistant for full flexibility. Pre-made prompts are available at the top to help you quickly adjust tone and structure:

  • Enhance with AI — expand and improve the draft
  • Formalize — make it more professional
  • Polish — refine tone and clarity
  • Elaborate — add more detail
  • Shorten — keep it concise
  • Compliance check (SEC & FINRA) — run a compliance review on your copy

Compliance Check

After drafting your message, use the Compliance Check option to run a preliminary review against SEC & FINRA guidelines. This helps you identify potential issues before sending and streamline your compliance workflow directly inside LeadCenter.AI.

Tip: Always write or generate your copy first — then run the Compliance Check to review it.

Compliance Audit for Contacts

In addition to the AI Assistant, we’ve added a Compliance Audit tool on contact records. Look for the shield icon at the top-right of a contact record to launch a compliance audit.

  • Compliance Check — status review of each field based on the contact’s data in LeadCenter.AI.
  • Compliance Analysis — a deeper review for SEC & FINRA rules, with a table of identified issues, regulatory references, and recommendations for improvement.

You can include/exclude fields in the analysis and enable rules by regulator (FINRA, SEC, or both). Both are enabled by default.

Important Disclaimer: Beta Feature — Compliance Check and Compliance Analysis may be inaccurate or incomplete. These are for preliminary review only and do not constitute formal compliance approval. Advisors and firms remain fully responsible for ensuring compliance with SEC, FINRA, and other applicable regulations. Always verify findings with qualified compliance professionals before making decisions.

Privacy Note: Only status messages (not PII or full contact records) are transmitted for analysis. You can view the exact message sent and received directly in the interface.

AI Chat Log

All AI Assistant sessions are logged centrally for your account. You can review past sessions anytime in two ways:

  • Go directly to the AI Chat Log page.
  • Or, open your Settings, click the Security Management tab, and select AI Chat Log.

Note: Logs are visible at the account level, so all sessions are stored centrally and not limited to the individual user.

Why It Matters

  • Run quick SEC & FINRA compliance checks directly while drafting emails & texts.
  • Generate high-quality messages in seconds — from scratch or by refining drafts.
  • Save time with built-in prompts tailored for common advisor communications.
  • Audit contact records for compliance issues without leaving LeadCenter.
  • Keep a centralized log of all AI activity for transparency and review.

This feature is in Beta and available to all users. We’d love your feedback!

Questions or feedback? Reach out anytime at support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.