A single customer view consolidates data from multiple sources—marketing, sales, support, and commerce—into one real-time profile. No more duplicate records, missed interactions, or outdated insights.
Unified Customer Profile
Deliver personalized, real-time customer experiences with a centralized, AI-powered view of every interaction.
Turn every touchpoint into an opportunity. No more fragmented insights—just smarter engagement, higher conversions, and stronger customer relationships.
Turn every touchpoint into an opportunity. No more fragmented insights—just smarter engagement, higher conversions, and stronger customer relationships.
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Regal drives 3,500,000+ ROI-positive conversations a month
"I love switching between 5 tools and 10 tabs to complete a simple action"
- Said No Agent Ever
James Hummer
VP of Sales, Ethos
“Regal’s AI Phone Agent has been a game-changer for our sales calls. Its features seamlessly integrate into our workflow, allowing us to test, stay compliant, and improve our results at every stage.”
Robby Romance
Director, Strategic Partnerships, HealthBird
"Regal has helped us improve our sales per agent per day by 250%, improve our answer rates by 100%, and our conversion rates by 40%. As a result, we have been able to engage with more qualified prospects, verify their info for successful conversions, and drive additional revenue."
Michael-Rose Sandow
Director of Sales Operations, Kin Insurance
"Regal allows us to connect with more leads, have more meaningful conversations with those leads, and ultimately convert more leads into paying customers."
Kevin Heung
VP Performance Marketing, SoFi
"We've seen answer rates go up and success with Regal that delivers strong returns we can truly measure."
Jacques Rojahn
Head of Sales, Career Karma
"With Regal.io's journey builder and intelligent routing capabilities, we are able to streamline our outbound sales process. We are able to assign a prospective student to our coaching team to create a more consistent and impactful experience for our community."
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William Lucas
Senior Manager, Club Z!
"Regal.io instantly doubled our answer rates and improved productivity of our sales team. We have been able to consolidate what we used to do in three separate systems all into one place while personalizing our outreach to prospects."
Scott Chesrown
Co-Founder & COO, Perry Health
"Regal.io instantly made our enrollment team 4x more productive. Now that we have improved our speed to lead, we use Regal.io's journey builder and reporting to personalize, measure and optimize the experience for each customer."
Leila Kutler
Senior Director, Strategy & Growth, Angi
"Regal allowed us to invest in a personalized conversational experience for our members, and to A/B test how to best support homeowners at key moments."
Manuj Goyal
Product Manager, The Farmer's Dog
"Starting a phone sales program to call our unconverted leads and existing customers was so straightforward with Regal. And we are seeing a 58% lift in conversion."
Regal’s Unified Customer Profile: The Future of Customer Experience
Personalization without limits. Engagement without friction. Results without guesswork. Regal combines real-time customer profiles, identity resolution, and AI-powered insights to help you turn data into revenue.
A Single Customer View for a Frictionless Experience
Actionable Customer Insights That Drive Revenue
Data is useless if you can’t act on it. Regal’s Unified Customer Profile transforms raw customer data into real-time insights that fuel personalized engagement.
Customer Journey Orchestration Across Every Channel
With Regal, you don’t just collect customer data—you activate it within journeys in real time. Our native integrations ensure data flows in and out seamlessly, synchronizing with other systems so you're always working with the most up-to-date insights.
What is a Unified Customer Profile?
A Unified Customer Profile is a single, continuously updated record that compiles real-time customer data from all interactions—online, offline, across devices, and channels—into one actionable view. It not only powers personalized experiences but also improves agent efficiency by giving them everything they need in one place—reducing context switching and streamlining every interaction.
Personalization at Scale
Manage all customer interactions seamlessly from one unified agent desktop. Whether they come through phone, SMS, email, or other channels you can meet your customers where they are. With a unified inbox, agents no longer need to toggle between tools, ensuring that no message slips through the cracks. This streamlined approach enables consistent, contextualized communication across every customer touchpoint.
Get StartedEliminate Data Silos
Disconnected data leads to poor customer experiences and lost revenue. With customer data unification, all teams access the same real-time, accurate customer insights.
Get StartedPredictive AI for Smarter Engagement
A customer data platform powered by AI helps you anticipate customer needs, optimize engagement, and increase lifetime value.
Get StartedFaster, Smarter Decision-Making
A real-time, single customer view ensures that your marketing, sales, and support teams always have the latest customer insights to make data-driven decisions.
Get StartedCompliance-Ready, Secure Data Management
Regal’s privacy-first architecture ensures that your customer journey orchestration efforts remain GDPR, CCPA, and HIPAA-compliant.
Get Started
How Can a Unified Customer Data Platform Benefit You?
Insurance
Reduce Churn & Fraud with a 360-Degree View
Insurance companies can use real-time customer data to predict risk, identify fraud, and intelligently route customers to the right agent—ensuring, for example, that Georgia homeowners connect with Georgia-certified agents, even if they’re calling from a Florida residence.
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Education
Drive Student Engagement & Retention
A unified customer profile helps schools and universities track student journeys, improve enrollment strategies, and personalize the student experience to maximize success.
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Healthcare
Improve Patient Experiences & Outcomes
With real-time customer profiles, healthcare organizations can enhance patient engagement, ensure secure data sharing, and give every care team member—nurses, doctors, and concierges—full context on each interaction to deliver more personalized care.
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Home Services
Automate & Personalize Customer Interactions
From appointment scheduling to post-service follow-ups, a customer data platform ensures seamless, real-time engagement for home services companies.
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FAQS
What is the difference between a Unified Customer Profile and a CRM?
A Unified Customer Profile and a CRM (Customer Relationship Management system) both manage customer data, but they serve different purposes:
- CRM: Primarily designed for managing sales, marketing, and customer service interactions. It tracks customer relationships but lacks real-time data integration across multiple sources.
- Unified Customer Profile: Aggregates real-time customer data from all touchpoints (website, mobile, support, transactions, and social interactions) into a single customer view. This enhances personalization, predictive analytics, and AI-driven engagement.
Key Takeaway: A CRM stores customer interactions, while a Unified Customer Profile actively updates and orchestrates customer data in real time across all platforms.
How does a Unified Customer Profile improve personalization?
A Unified Customer Profile enables hyper-personalized experiences by providing a real-time, 360-degree view of customer behavior.
- Real-Time Personalization: Instant updates on customer interactions allow businesses to respond with relevant offers, messages, and recommendations.
- AI-Powered Customer Insights: Machine learning analyzes behavioral patterns, predicting what customers need before they even ask.
- Cross-Channel Consistency: Customers receive seamless experiences across email, SMS, chat, and phone interactions.
- Segmentation & Targeting: Businesses can create micro-segments based on real-time behavior, demographics, and transaction history.
Example: A retail brand using real-time customer data can send an SMS offer for running shoes right after a customer searches for them on the website.
What’s the role of a Customer Data Platform (CDP) in Unified Customer Profiles?
A Customer Data Platform (CDP) is the technology backbone that powers a Unified Customer Profile by unifying customer data from multiple sources, structuring it into a single customer view, and enabling real-time activation.
Here’s how a CDP enhances a Unified Customer Profile:
Here’s how a CDP enhances a Unified Customer Profile:
- Customer Data Unification: Integrates data from marketing, sales, service, and third-party platforms into a cohesive, up-to-date record.
- Real-Time Data Processing: Ensures businesses always have the latest customer insights to act upon.
- Identity Resolution: Merges fragmented identities across devices, accounts, and channels into a single, accurate profile.
- Customer Journey Orchestration: Enables AI-driven workflows to personalize interactions at every stage of the customer journey.
Key Takeaway: Without a CDP, a Unified Customer Profile wouldn’t function in real-time, making personalization and customer journey automation impossible.
How does a Unified Customer Profile enable real-time customer journey orchestration?
Customer journeys are dynamic, and a Unified Customer Profile ensures brands engage customers at the right time, with the right message, on the right channel.
How it works:
How it works:
- Real-Time Data Collection: Every action a customer takes (e.g., browsing a product, abandoning a cart, opening an email) updates their profile instantly.
- AI-Driven Insights: Predictive analytics detect customer intent and trigger personalized interactions.
- Automated Journey Orchestration: Brands can create real-time engagement workflows that respond to customer behavior.
- Omnichannel Execution: Customers experience consistent interactions across SMS, email, chat, and calls.
Example Use Case: A finance company detects that a customer visits the loan calculator multiple times. The system automatically triggers a chatbot offering personalized financing options. The customer is then connected to a sales rep to finalize the loan application.
Is a Unified Customer Profile compliant with data privacy regulations?
Yes! A Unified Customer Profile ensures that businesses stay compliant with GDPR, CCPA, HIPAA, and other privacy laws by implementing secure data governance practices.
Privacy & Compliance Features:
Privacy & Compliance Features:
- Consent Management: Customers can control how their data is used, stored, and shared.
- Data Minimization: Only necessary data is collected and processed, reducing exposure.
- Anonymization & Encryption: Personally identifiable information (PII) is protected through encryption and anonymization techniques.
- Audit Trails & Compliance Logs: Businesses can track how customer data is used for transparency and regulatory audits.
Key Takeaway: A privacy-first approach ensures that businesses can leverage real-time customer data while maintaining trust and legal compliance.
Treat your customers like royalty
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