eBooks

OUTBOUND STRATEGY SUCCESS GUIDE FOR: FINANCIAL SERVICES

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In this ebook, you’ll discover:

How 2 leading financial service providers surpassed goals with a cloud contact center software that goes beyond legacy CCaaS. Explore practical product applications and actionable success stories to take your outbound strategy to the next level.

This ebook is perfect for:

Sales, Revenue, Marketing and CX leaders at financial services companies looking to level up their outbound strategy, and quickly grow connection and conversion rates with policyholders.

Latest Blog Posts

SEPTEMBER 2023 RELEASES

September 2023 Releases

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SEPTEMBER 2023 RELEASES

September 2023 Releases

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SEPTEMBER 2023 RELEASES

September 2023 Releases

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Insuretech Insights Presentation: Using Regal to Drive Revenue Across the Policyholder Lifecycle

Our Co-Founder & CTO, Rebecca Greene, delivered a presentation at the recent Insurtech Insights NYC 2024 event about how insurance brands can meet the moment of global uncertainty and rebuild trust by turning untapped customer data into personalized, revenue driving conversations across the Policyholder lifecycle.

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May 2024 Releases

May 2024 Releases

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The Financial Impact of Working with Regal.io: 547% ROI

Discover how working with Regal.io led to a 547% ROI for businesses. Learn more about the financial impact and success stories in our comprehensive case study.

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April 2024 Releases

April 2024 Releases

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Previewing Custom Objects

With Custom Objects, brands will be empowered to tailor their customer data models within Regal and provide a single pane of glass for agents – leading to better customer conversations.

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Introducing Regal Live

Monitor intraday call center metrics in real-time to adjust staffing, campaigns or coaching on the spot.

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Introducing REGAL AI

Improve agent efficiency and win more customers with REGAL AI.

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Introducing Regal IVR

Regal’s IVR leverages unified customer profiles to personalize inbound caller experience – delivering better customer experiences and business outcomes.

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Introducing Regal Progressive Dialer

Regal’s powerful progressive dialer multiplies your reach and maximizes agents’ time for personalized conversations.

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Goodbye Regal Voice, Hello Regal.io

Friends and supporters, We are excited to announce our updated branding and website. It better captures what we stand for.

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March 2024 Releases

March 2024 Releases

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Introducing Custom Tasks: Sometimes Actions Speak Louder Than Words

Use custom tasks to orchestrate Agent actions beyond just customer conversations.

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Transforming The Patient Journey: From Reactive to Proactive Healthcare

Regal helps patient-centric Healthcare brands deliver proactive care and achieve better patient outcomes by personalizing patient outreach, increasing patient engagement, and improving provider efficiency.

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Why Your Outbound Calls Are Being Labeled SPAM or SPAM LIKELY… and What to Do About It

Legitimate B2C brands are incorrectly being flagged as spam by cell carriers. If your current call patterns are causing your legitimate calls to be flagged, there is a new process to remove spam flags.

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4 Essential SMS Campaigns for Life Insurance Companies

The fastest growing insurance brands are using SMS campaigns in intelligent ways to drive higher customer engagement and more revenue. You can too with these 4 essential SMS campaigns.

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5 Essential SMS Campaigns for Home Services Companies

The fastest growing home services brands are using SMS in intelligent ways to drive higher customer engagement and more revenue. Get started with these 5 essential campaigns.

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Beyond CCaaS: How to turn your Contact Center into a Revenue Center

Why are so many contact centers stuck being cost centers? Why do they keep looking for cost reductions instead of revenue increases? Bad data and technology decisions are at the core of this issue. We need "marketing automation" (aka unified customer profiles, event-driven systems and a/b testing) like Regal.io in the contact center to empower teams to start looking for incremental revenue instead.

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6 Use Cases for REGAL AI Call Summaries

Discover 6 ways customers are using REGAL AI Call Summaries to drive better business outcomes.

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February 2024 Releases

February 2024 Releases

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What is a Journey Builder?: A Complete Guide

Say goodbye to batch processing, complicated SQL queries or custom engineering to decide who to call. Journey builders help B2C create more timely, relevant and personalized outreach to customers.

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Need to Boost Call Center Productivity? Switch to a Power Dialer

Discover how a power dialer can revolutionize outbound calling and enhance sales team productivity. Schedule a consultation with our experts to explore Regal.io's power dialer.

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The Next Step Forward in AI will come from Consumer Businesses

Consumer businesses are implementing AI-enabled customer experiences without any change in behavior on the part of consumers, which is leading AI to become common with more speed than past transitions like the internet and the smartphone. And it means that the next step in AI will not come from the LLM providers. The next big step forward in AI rests in the hands of consumer businesses.

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B2C Sales Podcast Episode 6: The Future of Conversation AI with Balto CEO Marc Bernstein

Discover the transformative power of AI in conversations and how Regal's cutting-edge technology is reshaping call analysis and optimization for enhanced customer experiences with Balto's Marc Bernstein on our B2C Sales Podcast.

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B2C Sales Podcast Episode 7: Innovating on Patient Care with Cadence CTO, Eric Hauser

Explore Eric Hauser's remarkable career journey from GovTech to healthcare disruption at Cadence, highlighting the transformative power of innovation, collaboration, with a special focus on the pivotal role of Regal in driving patient engagement and outcomes.

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eBook: How 3 Industry Leaders, SoFi, Perry Health & AllState, Treat Millions of Customers like One in a Million

Discover how Regal.io's AI-powered personalized outreach solutions are revolutionizing outbound sales and customer experience across industries like healthcare, finance, and insurance in our latest eBook, "Modernizing Outbound Contact Centers: How to Treat Millions of Customers like One in a Million."

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Beyond CCaaS: From Customer Data Dips to Customer Data-Driven

Modernizing your Contact Center to drive personalization and more revenue requires a new tech stack you won't get with legacy CCaaS.

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Friends don’t let friends buy CCaaS

Learn when event-driven sales systems like Regal will disrupt the $40B Contact Center Software and CCaaS industry, by improving customer experience and increasing revenue.

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Introducing Custom Contact Lists in Early Access

Custom Contact Lists give agents another way to manage their outreach to contacts.

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November 2023 Releases

November 2023 Releases

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January 2024 Releases

January 2024 Releases

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What is an Outbound Call Center?

The fastest growing High Consideration brands have invested heavily in outbound call centers for sales and marketing. With the right technology, staffing and measurement, you too can build a high performing outbound call center to help hit your growth goals.

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What’s the difference between Caller ID, CNAM, and Branded Caller ID?

Caller ID, CNAM, and Branded Caller ID all help identify an incoming call and, therefore, increase call answer rates. Find out how they differ and how outbound phone sales teams can utilize each to reach prospects and customers effectively.

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Major Changes to SMS and Branded Caller ID Regulations will Improve Customer Experience

Are you using Branded Caller ID for outbound calls or SMS? New SMS and Branded Caller ID regulations rolled out in Q2 2023 that you MUST KNOW ABOUT. The new regulations require that every company register their SMS campaigns and Branded Caller ID campaigns before being allowed to send texts or brand calls.

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Outbound Campaign Compliance 101: TSR, TCPA, DNC, EBR, and ATDS

Ensure proper consent before contacting consumers via call or text. Ignoring regulations like TCPA and TSR poses risks. Stay compliant to safeguard your operations and reputation.

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Milestone: $1 Billion Revenue Driven for Our Customers

We are thrilled to announce that Regal.io has driven over 20M conversations between our customers and their end users, leading to $1 billion in revenue driven to date.

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Drive More Contact Center Revenue With These 6 Holiday Tips

It’s the holiday season and you’d like to hit your December revenue goals. Outbound B2C sales during the holidays can be a major performance driver – if you're prepared and you have the right tools in place. Use these seven tips to get your outbound B2C sales in shape for holiday success.

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How Regal Helps Consumer Lenders Achieve Growth in Tough Times

Our Co-Founder & CTO, Rebecca Greene, spoke with journalist Tony Zerucha at the recent Fintech Nexus USA 2023 event about how consumer lenders are using personalized phone and SMS sales outreach to obtain growth despite high inflation and rising interest rates.

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Announcement: Regal Segment Builder

Regal’s powerful, no-code Segment Builder enables any business user to segment, target, suppress, and send blasts of cross-channel communications (SMS, calls or webhooks) to their customers – all based on a real-time unified customer profile.

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How Regal.io is Turning the $40B CX Industry on Its Head

Jon Heaps, former VP, Channel at Observe.ai, Talkdesk, and inContact interviews Alex Levin, Co-Founder & CEO of Regal.io, about the history of the contact center industry and some of the key challenges teams making outbound calls face as customers demand more online experiences.

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Introducing Collaboration-Native Features to CCaaS

Combining collaboration functionality into CCaaS workflow tools invites more cross-functional users from a company to participate in designing the end-customer experience, leading to better omni-channel orchestration and customer outcomes. Learn more about Regal's collaboration features.

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August 2023 Releases

August 2023 Releases

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2023 Year In Review

We look back at major product releases in 2023.

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Introducing QA Scorecards: Uplevel Agent Performance

Uplevel agent performance with Regal's QA Scorecards. With QA Scorecards, managers can ensure that all interactions meet the criteria and standards of excellence established by your company.

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October 2023 Releases

October 2023 Releases

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September 2023 Releases

September 2023 Releases

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Announcement: Regal 1:1 Email Channel

Regal's powerful 1:1 email channel enables agents to have more touch points with customers from a unified platform.

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Announcement: Regal Conversation Intelligence

Regal’s Conversation Intelligence drives higher conversion rates for B2C sales teams. We use both the traditional QA/coaching tools, and brand new conversational triggers that allow you to update customer profiles and send automated follow up messages based on what is said in a conversation.

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Announcement: Regal SMS Suite

Regal’s SMS Suite allows brands to actually drive revenue from SMS. Drive cross-channel engagement using our comprehensive Triggered & Scheduled SMS Journeys (aka SMS Marketing), 1:1 SMS Conversations (aka 2-Way SMS), and AI SMS Bot.

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Announcement: Regal Unified Customer Profile

Regal's Unified Customer Profile gives you a complete view of each customer including 1st party data, 3rd party data and conversation intelligence so you can deliver cross-channel orchestration in conversational channels like phone and sms.

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July 2023 Releases

July 2023 Feature Releases

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June 2023 Releases

June 2023 Feature Releases

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Supercharge your customer engagement capabilities with the Regal <> Braze integration

Existing B2C sales, service, and retention teams can now leverage Braze’s cross-channel messaging capabilities with Regal’s outbound phone & SMS sales platform to personalize their outreach, drive better customer outcomes, and ultimately generate revenue for the business.

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September 2022 Releases

September 2022 Feature Releases

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August 2022 Releases

August 2022 Feature Releases

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October 2022 Releases

October 2022 Feature Releases

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November 2022 Releases

November 2022 Feature Releases

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January 2023 Releases

January 2023 Feature Releases

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February 2023 Releases

February 2023 Feature Releases

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April 2023 Releases

April 2023 Feature Releases

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March 2023 Releases

March 2023 Feature Releases

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May 2023 Releases

May 2023 Feature Releases

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2022 Year In Review

We look back at major product releases in 2022.

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Regal.io Raises $38.5M in Series A Funding

Today we are excited to announce that based on the success our customers are seeing using Regal.io, we have raised $38.5 million in Series A funding led by Emergence Capital to continue to invest in our teams and products.

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Meet Regal Call Branding™: Branded Caller ID that Reaches 400 Million Devices in the US from One Solution

We are excited to announce Regal Call Branding™ including Branded Caller ID. Available on all 400M wireless devices in the US (as well as most of Canada and the UK), Regal Call Branding™ puts you in control of what people see when you call their cell phone – including showing your brand and/or logo.

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Regal is a Winner on G2!

We’re excited to announce that Regal.io has been awarded 6 awards in G2’s Spring 2023 Reports. 

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Announcing our Integration with mParticle

Our integration with mParticle enables you to create a unified customer profile and connect other first party customer data.

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Announcing our Integration with Twilio Segment

We are excited to announce our integration with Twilio Segment, allowing you to seamlessly connect your first-party customer data with Regal.io and 200+ other integrated tools.

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Q&A with Perry Health’s Scott Chesrown

Get behind-the-scenes insights about Perry Health’s 23% revenue increase with Regal.io. Perry Health’s Scott Chesrown sat down with Regal.io and discussed how they implemented outbound sales technology, integrated new capabilities into their process, and built on their early success.

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