# How SoFi uses Regal

**66%** Lift in answer rate

As published on [regal.ai](https://www.regal.ai/case-study/sofi). Captured by usedby on 2026-10-08.

- Company: [SoFi](https://www.usedby.ai/companies/sofi.md)
- Tool: [Regal](https://www.usedby.ai/tools/regal.md)
- Industry: [Fintech & Payments](https://www.usedby.ai/companies/industry/fintech-payments.md)
- Teams: Performance Marketing

## 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.

Summary written by usedby from the source page, in English. The figures are those of Regal and SoFi, not ours.

> 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.

- **21%**: “Within a single quarter the average face value of issued loans went up by a dramatic 21%.”
- **5%**: “which led to a strong 5% lift in overall conversion”

> We've seen answer rates go up and success with Regal that delivers strong returns we can truly measure.
>
> Kevin Heung, VP Performance Marketing

Source: [regal.ai](https://www.regal.ai/customers), captured 2026-10-08.

## Other AI tools used by SoFi

- [Observe.AI](https://www.usedby.ai/tools/observe-ai.md) — Confirmed
- [Sanas](https://www.usedby.ai/tools/sanas.md) — Confirmed
- [Sierra](https://www.usedby.ai/tools/sierra.md) — Confirmed
- [Sourcegraph](https://www.usedby.ai/tools/sourcegraph.md) — Confirmed
- [BrightHire](https://www.usedby.ai/tools/brighthire.md) — Observed
- [Cursor](https://www.usedby.ai/tools/cursor.md) — Observed

## Regal users in Fintech & Payments

- [Retirable](https://www.usedby.ai/companies/retirable.md) — Confirmed
- [Tenet](https://www.usedby.ai/companies/tenet.md) — Confirmed
- [Wealthsimple](https://www.usedby.ai/companies/wealthsimple.md) — Confirmed
- [TitleMaxa](https://www.usedby.ai/companies/titlemaxa.md) — Observed

## What usedby checked

We compared the story with its live page on 2026-10-08.

- Checked: the figure 66% is on the page; its label is our wording.
- Checked: the passage quoted above is copied word for word from the page, near the name of SoFi.
- Checked: SoFi uses Regal. Confirmed line. Latest check across sources: 2026-10-18.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/sofi-regal · How we check: https://www.usedby.ai/methodology