Compliance 101

The takeaway: After reading this, you'll understand how the Engagement Engine works with your firm's compliance process.

The Engagement Engine gives you research and custom messages. You decide what to use, change, and send.

That's why hundreds of firms already use it. The Engagement Engine doesn't require a special exception or approval.

No data sharing

You don't upload your client list or connect your contacts. The Engagement Engine uses public and licensed information, proprietary data from our marketplace, and original content to research the people and companies you search for.

No CRM integration

The Engagement Engine doesn't connect to your CRM or other firm systems. There's nothing to sync or set up.

No apps

The Engagement Engine gives you research and custom messages. You decide what to use, make any changes, and send the message yourself.

You already had access to this type of research. The Engagement Engine just helps you do it faster and with better sources.

If you or your firm have any questions, feel free to reach out to our concierge team at concierge@usehabits.com.