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.
Financial Services
Regal is the AI-powered CX platform for insurance, lending, banking and investment teams.
Drive more leads, convert more clients, respond to more inquires, and get your clients what they need by enabling fast, secure, personalized outreach across channels.
Drive more leads, convert more clients, respond to more inquires, 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
Secure More Clients
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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