How to Use Compliance.ai

Getting started with Compliance.ai

After reading this guide, you'll be able to set up your Compliance.ai account and effectively track regulatory changes that impact your financial services organisation.

Step 1: Sign up and set up

1. Go to Compliance.ai.
2. Click on the “Get Started” button in the top right corner.
3. Fill in the registration form with your details and click “Sign Up”.
4. After verifying your email, log in to your account. You may be asked to complete your profile by providing your organisation's information.

Step 2: Your first regulatory update

1. Once logged in, navigate to the “Dashboard” from the left-hand menu.
2. Click on “Regulatory Updates” to view the latest changes.
3. Use the filters at the top to narrow down updates by region, agency, or topic.
4. Select an update that interests you to view details. You can read the full text, see related documents, and even download them.
5. To save a specific update, click the “Save” button to add it to your personal library for easy access later.

Step 3: Get better results

1. Set up alerts by clicking on “Alerts” in the left-hand menu. Here, you can configure notifications for specific topics or agencies.
2. Use the “Search” bar to find relevant regulations by typing keywords related to your compliance needs.
3. Create custom reports by selecting updates and clicking on the “Generate Report” button to summarise important changes for your team.

Pro tip

Regularly update your alerts to ensure you receive the most relevant information. Set them to daily or weekly frequencies based on your organisation's needs to stay ahead of changes.

Common mistake to avoid

Don’t skip the profile completion step. Providing accurate organisation information helps Compliance.ai tailor updates to your specific regulatory environment, ensuring you don't miss critical information.