# 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 inquiries, and get your clients what they need by enabling fast, secure, personalized outreach across channels.** **Regal drives** 3,500,000+ ROI-positive conversations a month ## Graduate Looking to Refinance **58% Appointment Set Rate** 22 year old college grad from New York looking to refinance and consolidate their student loans. **Agent Goal:** Qualify Prospect and Book Time with Agent ## Homeowner Looking for Loans **62% Appointment Set Rate** 45 year old homeowner looking to take out a loan to build an extension on their home. **Agent Goal:** Qualify Prospect and Book Time with Agent Use Regal to: - Increase answer rates [See All Customer Stories](https://www.regal.ai/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." [Download PDF](https://www.regal.ai/financial-services#) ### 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.