The use case: how SoFi deploys Regal
SoFi uses Regal as a sales platform to call and text prospects based on their real-time behavior, such as website visitors who started a student loan refinancing request but did not finish. Calls display a branded SoFi caller ID and are routed to sales agents.
More reported results
Figures published in Regal’s case study. They are not independently measured by usedby.
Within a single quarter the average face value of issued loans went up by a dramatic 21%.
which led to a strong 5% lift in overall conversion
In the customer’s words
We've seen answer rates go up and success with Regal that delivers strong returns we can truly measure.Other AI tools used by SoFi
Other public relationships recorded on usedby.
Observe.AIConfirmed
SanasConfirmed
SierraConfirmed
SourcegraphConfirmed
BrightHireObserved
CursorObservedRegal users in Fintech & Payments
Companies in the same sector, with public evidence.
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Go straight to the source
Based on Regal’s published case study. We check the public evidence; the results are reported by the vendor.
regal.ai- Last checked
- Oct 8, 2026
Open source capture What the story claims, and what we checked
What we compared with the page.
- The figure: 66%Checked
The figure is on the page; its label is our wording.
- The passage quoted aboveChecked
Copied word for word from the page, near the name of SoFi.
- SoFi uses RegalChecked
Confirmed line.
- The result itselfNot checked
We quote it; we did not measure it.
Within a single quarter the answer rate increased by an incredible 66% (from 15% to 25%), which led to a strong 5% lift in overall conversion.