# How Wealthsimple uses Regal

**45%** Reduction in voicemails routed to agents

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

- Company: [Wealthsimple](https://www.usedby.ai/companies/wealthsimple.md)
- Tool: [Regal](https://www.usedby.ai/tools/regal.md)
- Industry: [Fintech & Payments](https://www.usedby.ai/companies/industry/fintech-payments.md)

## The use case: how Wealthsimple deploys Regal

Wealthsimple is a Canadian financial platform offering banking, investing, trading and tax tools. The page title mentions reducing voicemails routed to agents, but the page text does not describe how Wealthsimple uses Regal.

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

> How We Reduced Voicemails Routed to Agents by 45%

## Other AI tools used by Wealthsimple

- [Glean](https://www.usedby.ai/tools/glean.md) — Confirmed
- [Level AI](https://www.usedby.ai/tools/level-ai.md) — Observed
- [Notion](https://www.usedby.ai/tools/notion.md) — Observed
- [Spellbook](https://www.usedby.ai/tools/spellbook.md) — Observed
- [Claude](https://www.usedby.ai/tools/claude.md) — Signal
- [Snowflake](https://www.usedby.ai/tools/snowflake.md) — Signal

## Regal users in Fintech & Payments

- [Retirable](https://www.usedby.ai/companies/retirable.md) — Confirmed
- [SoFi](https://www.usedby.ai/companies/sofi.md) — Confirmed
- [Tenet](https://www.usedby.ai/companies/tenet.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 45% 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 Wealthsimple.
- Checked: Wealthsimple 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/wealthsimple-regal · How we check: https://www.usedby.ai/methodology