AI Agents for Banking Qualification & Onboarding
“Most people will feel more and more comfortable talking to an AI, and they might even prefer it because there is no background noise. It has infinite patience, you can call it back any time of the day or night, and it's always there.”
Trusted by Insurance Leaders
Why Regal for Banking Qualification & Onboarding?
REACH MORE LEADS, NEW OR AGED
Regal reaches new leads within seconds to qualify intent and eligibility, working across voice, text, and email: so speed to lead doesn't depend on headcount.
The same agents can re-engage leads that have gone quiet, like webinar attendees or past applicants, picking up exactly where they left off.
KEEP CUSTOMERS ON TRACK FROM ONBOARDING ON
Regal carries new customers through onboarding, so nothing stalls between a signed application and the first deposit.
Keep customers on track with advisor appointments and payment reminders, catching reschedules and missed payments.
BUILT-IN COMPLIANCE, FULL VISIBILITY INTO EVERY CALL
Regal connects directly to your CRM and core banking systems, so application status, eligibility data, and call outcomes sync automatically.
The platform runs on SOC 2 Type II and PCI DSS-compliant infrastructure, with built-in TCPA consent before every dial.
In Numbers
With Regal, Fair Financial Care doubled conversions while cutting transfer costs nearly in half
USE CASES
From a first online inquiry to a scheduled advisor call, Regal's AI agents handle the full range of banking conversations. Below are four real use cases, the scripts they run, and the exact journey logic behind each one.
QUALIFY NEW LEADS
Reach new leads within seconds, qualify intent, and route to the right banker. Use CRM-triggered outreach to follow up the moment someone requests info or starts an application. Example: An agent calls within seconds of an online inquiry about a high yield savings account.
Re-engage Aged Leads
Re-engage prospects who've already interacted with your company, like attending a webinar or starting an application, before that interest fades.
Example: An agent follows up with someone who attended an Investing in ETFs 101 webinar last month and never opened an account.
Onboard New Customers
Trigger a welcome call automatically once a new account is opened, and help the customer complete setup steps like direct deposit before they lose momentum.
Example: An agent calls a new checking account customer to help set up direct deposit.
Appointment Reminder with an Advisor
Confirm scheduled calls with a banker or advisor, catch reschedules before they become no-shows, and send a reminder with context already loaded in.
Example: An agent confirms an upcoming call with a financial advisor and handles a reschedule request.
Platform Capabilities
Convert intent into action
Remove friction from the conversations that matter most, from first inquiry through account opening. AI agents handle complexity, navigating application status, questions, and payments, responding and guiding applicants and customers toward resolution.
Personalize Conversations
Build AI agents that represent your brand, with control over tone, persona, and interruption handling. Signals like credit activity, balance changes, and account tier drive dynamic responses during every call, and warm transfers carry full context so a banker starts the conversation with full context.
Multi-Channel Orchestration
Rooted in years of voice-first innovation, Regal's AI Agents speak 30+ languages. Build once and deploy across calls, SMS, and chat, with unlimited capacity for leads, applicants, and customers.
Native CCaaS Platform
Orchestrate AI and human calls in a centralized interface with built-in IVR and routing to licensed bankers, then optimize with A/B testing, Branded Caller ID, and suggested improvements.
Conversation Memory
With a Unified Customer Profile, every interaction picks up where the last left off: application status, past inquiries, and escalation history.
Integrations & Compliance
Connects to your CRM and core banking systems of record, and runs on SOC 2 Type II and PCI DSS-compliant infrastructure, with built-in TCPA consent and Do Not Call checks and guardrail monitoring across every call.
Enterprise-Grade Security
Regal meets enterprise data and privacy standards you can trust.
Our agreements with LLM partners prevent them from training on your data or storing your data.
Treat your customers like royalty
Ready to see Regal in action?
Book a personalized demo.
