Financial Services

Regal is the outbound sales platform for insurance, lending, banking and investment teams.

Drive more leads, convert more clients, and get your clients what they need by enabling fast, secure, personalized outreach across channels.
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Regal drives 3,500,000+ ROI-positive conversations a month

Use Regal to:
Boost call efficiency
Increase in answer rates
See All Customer Stories
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."

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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."

Secure More Clients

Boost answer rates with Branded Caller ID, power more dials with Sales Dialer, and drive more conversions by using Journeys to automatically trigger a branded call or SMS when prospects are most interested in your plan or coverage.

Streamline Onboarding

Help guide prospects through your onboarding process by automatically triggering helpful reminders and tips when they get stuck, like a text or branded call prompting them to link their funding source.

Build Lasting Relationships

Increase lifetime value by knowing your customer. Segment your customers based on their attributes – from first-time credit card users to rewards points mavens – and send them personalized product recommendations and tips.

Treat your customers like royalty

Ready to see Regal in action?
Book a personalized demo.

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