Customer Stories / Retirable

Retirable is saving 100+ hours per week with Ai agents

about the company

industry

Financial Services

With an older-skewing customer base, Retirable needed automation that felt personal. Regal’s AI Voice Agent delivered—matching human performance with empathy.

in numbers

With Regal, Retirable made reminder calls effortless using AI Agents, giving their team more time to focus on higher-impact work.

100+

Hours Saved per Week

99%

Positive Sentiment

50%

Automation Rate

THE CHALLENGE

Overwhelmed by Repetitive Reminder Calls

Retirable’s human agents were spending a significant amount of time manually managing appointment reminder calls—a repetitive yet critical touchpoint in the customer journey. With a customer base primarily composed of older adults, the team was cautious about introducing automation that might feel impersonal or frustrating. They needed to ensure any solution could maintain the same level of care and trust as a human agent.

SOLUTION

Consistent, Personalized Reminders—Powered by AI

Retirable deployed an AI Voice Agent to handle appointment reminder calls, aiming to offload this repetitive task while preserving the customer experience. The AI Agent was trained to communicate clearly and empathetically, aligned with the expectations of Retirable’s demographic.

Regal’s AI Agent was able to automate 50% of all appointment reminder calls—freeing up human agents to focus on higher-value conversations without compromising on performance or customer satisfaction.

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