# AI phone & voice agents tools used by Finance companies

usedby lists 43 Finance companies using 8 AI phone & voice agents tools. The most used is Regal: 15 of the 43 Finance companies on usedby, every proof level counted. These are counts of the companies usedby tracks, not a market share. Data as of 2026-10-24.

## Largest and best-proven users

Two labelled views of the same companies. Neither is a score.

### Largest companies

By employee range. Size known for 22 of 43.

| Company | Proof | Employees | Tools | Last check |
|---|---|---|---|---|
| [Intuit](https://www.usedby.ai/companies/intuit.md) | Observed | 10,001+ | Vapi | 2026-10-22 |
| [New York Life](https://www.usedby.ai/companies/new-york-life.md) | Observed | 10,001+ | Vapi | 2026-10-22 |
| [Ally](https://www.usedby.ai/companies/ally.md) | Observed | 10,001+ | Salient | 2026-10-16 |

### Strongest proof

Confirmed or declared: 18 of 43. This view filters what you read, never what is counted.

| Company | Proof | Employees | Tools | Last check |
|---|---|---|---|---|
| [Embrace Home Loans](https://www.usedby.ai/companies/embrace-home-loans.md) | Confirmed | Unknown | Regal | 2026-10-24 |
| [Ethos](https://www.usedby.ai/companies/ethos.md) | Confirmed | 201–1,000 | Regal | 2026-10-24 |
| [Healthbird](https://www.usedby.ai/companies/healthbird.md) | Confirmed | 201–1,000 | Regal | 2026-10-24 |

## Ranking

Tools ranked by the companies of the 43 Finance companies on usedby that use them. Each company counts once per tool, at its strongest proof. Ties go to more confirmed, then declared, then observed companies.

| # | Tool | Companies | Confirmed | Declared | Observed | Job posts only | Last check |
|---|---|---|---|---|---|---|---|
| 1 | [Regal](https://www.usedby.ai/tools/regal.md) | 15 | 8 | 0 | 7 | 0 | 2026-10-24 |
| 2 | [Replicant](https://www.usedby.ai/tools/replicant.md) | 6 | 3 | 0 | 3 | 0 | 2026-10-21 |
| 3 | [Bland AI](https://www.usedby.ai/tools/bland-ai.md) | 6 | 2 | 0 | 4 | 0 | 2026-10-20 |
| 4 | [PolyAI](https://www.usedby.ai/tools/polyai.md) | 5 | 2 | 0 | 3 | 0 | 2026-10-21 |
| 5 | [Retell AI](https://www.usedby.ai/tools/retell-ai.md) | 5 | 2 | 0 | 3 | 0 | 2026-10-20 |
| 6 | [Salient](https://www.usedby.ai/tools/salient.md) | 4 | 0 | 0 | 4 | 0 | 2026-10-16 |
| 7 | [Vapi](https://www.usedby.ai/tools/vapi.md) | 3 | 1 | 0 | 2 | 0 | 2026-10-22 |
| 8 | [Hippocratic AI](https://www.usedby.ai/tools/hippocratic-ai.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-19 |

## Customers per tool

Every line is a customer, at one of three proof levels: confirmed (a case study, a named quote, a press release, or the company's own public account of using the tool (its own site, or a post by one of its executives, VP or above)), observed (the vendor shows the company on its own pages) or signal (a job post shows the company's employees use the tool, the weakest proof). A line the company declared to usedby itself, or that it lists as a sub-processor on its own legal page, is marked declared. A signal is never a case study or a vendor listing. Strongest proof first. "Last check" is the later of the line's re-verification and its latest capture.

| Tool | Company | Proof | Source | Last check |
|---|---|---|---|---|
| Regal | [Mutual of Omaha](https://www.usedby.ai/companies/mutual-of-omaha.md) | Confirmed | [regal.ai](https://www.regal.ai/case-study/mutual-of-omaha-mortgage), captured 2026-10-08 | 2026-10-24 |
| Regal | [SoFi](https://www.usedby.ai/companies/sofi.md) | Confirmed | [regal.ai](https://www.regal.ai/case-study/sofi), captured 2026-10-08 | 2026-10-24 |
| Regal | [Wealthsimple](https://www.usedby.ai/companies/wealthsimple.md) | Confirmed | [regal.ai](https://www.regal.ai/case-study/wealthsimple), captured 2026-10-08 | 2026-10-24 |
| Regal | [Embrace Home Loans](https://www.usedby.ai/companies/embrace-home-loans.md) | Confirmed | [regal.ai](https://www.regal.ai/case-study/embrace-home-loans), captured 2026-10-08 | 2026-10-24 |
| Regal | [Healthbird](https://www.usedby.ai/companies/healthbird.md) | Confirmed | [regal.ai](https://www.regal.ai/case-study/healthbird), captured 2026-10-08 | 2026-10-24 |
| Regal | [Retirable](https://www.usedby.ai/companies/retirable.md) | Confirmed | [regal.ai](https://www.regal.ai/case-study/retirable), captured 2026-10-08 | 2026-10-24 |
| Regal | [Tenet](https://www.usedby.ai/companies/tenet.md) | Confirmed | [regal.ai](https://www.regal.ai/case-study/tenet), captured 2026-10-08 | 2026-10-24 |
| Regal | [Ethos](https://www.usedby.ai/companies/ethos.md) | Confirmed | [regal.ai](https://www.regal.ai/case-study/ethos), captured 2026-10-08 | 2026-10-24 |
| Regal | [AAA](https://www.usedby.ai/companies/aaa.md) | Observed | [regal.ai](https://www.regal.ai/), captured 2026-10-24 | 2026-10-24 |
| Regal | [eHealth](https://www.usedby.ai/companies/ehealth.md) | Observed | [regal.ai](https://www.regal.ai/customers), captured 2026-10-24 | 2026-10-24 |
| Regal | [Embrace Pet Insurance](https://www.usedby.ai/companies/embrace-pet-insurance.md) | Observed | [regal.ai](https://www.regal.ai/customers), captured 2026-10-24 | 2026-10-24 |
| Regal | [Fidelity Life](https://www.usedby.ai/companies/fidelity-life.md) | Observed | [regal.ai](https://www.regal.ai/), captured 2026-10-24 | 2026-10-24 |
| Regal | [Figure](https://www.usedby.ai/companies/figure.md) | Observed | [regal.ai](https://www.regal.ai/), captured 2026-10-08 | 2026-10-08 |
| Regal | [Marilyn Todd Insurance](https://www.usedby.ai/companies/marilyn-todd-insurance.md) | Observed | [regal.ai](https://www.regal.ai/customers), captured 2026-10-24 | 2026-10-24 |
| Regal | [TitleMaxa](https://www.usedby.ai/companies/titlemaxa.md) | Observed | [regal.ai](https://www.regal.ai/customers), captured 2026-10-24 | 2026-10-24 |
| Replicant | [Century Support Services](https://www.usedby.ai/companies/century-support-services.md) | Confirmed | [replicant.com](https://replicant.com/case-studies/century-support-services), captured 2026-10-08 | 2026-10-21 |
| Replicant | [CorVel](https://www.usedby.ai/companies/corvel.md) | Confirmed | [replicant.com](https://replicant.com/case-studies/corvel-case-study-2), captured 2026-10-08 | 2026-10-21 |
| Replicant | [ECSI](https://www.usedby.ai/companies/ecsi.md) | Confirmed | [replicant.com](https://replicant.com/case-studies/ecsi), captured 2026-10-08 | 2026-10-21 |
| Replicant | [AAA](https://www.usedby.ai/companies/aaa.md) | Observed | [replicant.com](https://replicant.com/customer-stories), captured 2026-10-21 | 2026-10-21 |
| Replicant | [RateQuote Health Insurance](https://www.usedby.ai/companies/ratequote-health-insurance.md) | Observed | [replicant.com](https://replicant.com/customer-stories), captured 2026-10-08 | 2026-10-08 |
| Replicant | [The General](https://www.usedby.ai/companies/the-general.md) | Observed | [replicant.com](https://replicant.com/customer-stories), captured 2026-10-08 | 2026-10-08 |
| Bland AI | [American Way Health](https://www.usedby.ai/companies/american-way-health.md) | Confirmed | [bland.ai](https://www.bland.ai/customers/american-way-health), captured 2026-10-04 | 2026-10-20 |
| Bland AI | [MyPlanAdvocate](https://www.usedby.ai/companies/myplanadvocate.md) | Confirmed | [bland.ai](https://www.bland.ai/customers/ihfa), captured 2026-10-10 | 2026-10-20 |
| Bland AI | [Mutual of Omaha](https://www.usedby.ai/companies/mutual-of-omaha.md) | Observed | [bland.ai](https://www.bland.ai/customers), captured 2026-10-20 | 2026-10-20 |
| Bland AI | [Corgi](https://www.usedby.ai/companies/corgi.md) | Observed | [bland.ai](https://www.bland.ai/customers), captured 2026-10-20 | 2026-10-20 |
| Bland AI | [First Financial Bank](https://www.usedby.ai/companies/first-financial-bank.md) | Observed | [bland.ai](https://www.bland.ai/customers), captured 2026-10-20 | 2026-10-20 |
| Bland AI | [SmartFinancial](https://www.usedby.ai/companies/smartfinancial.md) | Observed | [bland.ai](https://www.bland.ai/case-studies) | Not dated |
| PolyAI | [Quicken](https://www.usedby.ai/companies/quicken.md) | Confirmed | [poly.ai](https://poly.ai/customers/quicken), captured 2026-10-08 | 2026-10-21 |
| PolyAI | [Simplyhealth](https://www.usedby.ai/companies/simplyhealth.md) | Confirmed | [poly.ai](https://poly.ai/customers/simplyhealth), captured 2026-10-08 | 2026-10-21 |
| PolyAI | [Metro Bank](https://www.usedby.ai/companies/metro-bank.md) | Observed | [poly.ai](https://poly.ai/), captured 2026-10-21 | 2026-10-21 |
| PolyAI | [NatWest](https://www.usedby.ai/companies/natwest.md) | Observed | [poly.ai](https://poly.ai/), captured 2026-10-21 | 2026-10-21 |
| PolyAI | [UniCredit](https://www.usedby.ai/companies/unicredit.md) | Observed | [poly.ai](https://poly.ai/resources/case-studies), captured 2026-10-21 | 2026-10-21 |
| Retell AI | [Matic](https://www.usedby.ai/companies/matic.md) | Confirmed | [retellai.com](https://www.retellai.com/case-study/matic-insurance-ai-call-automation-case-study), captured 2026-10-05 | 2026-10-20 |
| Retell AI | [Sunshine Loans](https://www.usedby.ai/companies/sunshine-loans.md) | Confirmed | [retellai.com](https://www.retellai.com/case-study/sunshine-loans-retell-ai-customer-support-automation), captured 2026-10-05 | 2026-10-20 |
| Retell AI | [Bill](https://www.usedby.ai/companies/bill.md) | Observed | [retellai.com](https://www.retellai.com/customers), captured 2026-10-20 | 2026-10-20 |
| Retell AI | [Caribou](https://www.usedby.ai/companies/caribou.md) | Observed | [retellai.com](https://www.retellai.com/customers), captured 2026-10-20 | 2026-10-20 |
| Retell AI | [SelectQuote](https://www.usedby.ai/companies/selectquote.md) | Observed | [retellai.com](https://www.retellai.com/customers), captured 2026-10-20 | 2026-10-20 |
| Salient | [Ally](https://www.usedby.ai/companies/ally.md) | Observed | [trysalient.com](https://www.trysalient.com/), captured 2026-10-16 | 2026-10-16 |
| Salient | [American Credit Acceptance](https://www.usedby.ai/companies/american-credit-acceptance.md) | Observed | [trysalient.com](https://www.trysalient.com/), captured 2026-10-16 | 2026-10-16 |
| Salient | [Exeter Finance](https://www.usedby.ai/companies/exeter-finance.md) | Observed | [trysalient.com](https://www.trysalient.com/), captured 2026-10-16 | 2026-10-16 |
| Salient | [Westlake Financial](https://www.usedby.ai/companies/westlake-financial.md) | Observed | [trysalient.com](https://www.trysalient.com/), captured 2026-10-16 | 2026-10-16 |
| Vapi | [Spring Venture Group](https://www.usedby.ai/companies/spring-venture-group.md) | Confirmed | [vapi.ai](https://vapi.ai/customers/spring-venture-group), captured 2026-10-08 | 2026-10-22 |
| Vapi | [Intuit](https://www.usedby.ai/companies/intuit.md) | Observed | [vapi.ai](https://vapi.ai/pricing), captured 2026-10-22 | 2026-10-22 |
| Vapi | [New York Life](https://www.usedby.ai/companies/new-york-life.md) | Observed | [vapi.ai](https://vapi.ai/pricing), captured 2026-10-22 | 2026-10-22 |
| Hippocratic AI | [Medical Mutual](https://www.usedby.ai/companies/medical-mutual.md) | Observed | [hippocraticai.com](https://hippocraticai.com/customers/), captured 2026-10-19 | 2026-10-19 |

## Method

Public customer lines of active AI phone & voice agents tools at companies classified in Finance. No software vendor had to be left out. Company mix by strongest proof: 18 confirmed, 0 declared, 25 observed and 0 signals.

## Questions

### Which AI phone & voice agents tools do Finance companies use most?

Regal leads: 15 of the 43 Finance companies on usedby that use AI phone & voice agents tools use it. Next: Replicant (6), Bland AI (6), PolyAI (5), and Retell AI (5).

### How many Finance companies use AI phone & voice agents tools?

43 Finance companies on usedby use at least one of 8 AI phone & voice agents tools. It counts the companies usedby tracks.

### What proof backs these lines?

Of the 43 companies, each counted at its strongest proof: 18 confirmed, 0 declared, 25 observed and 0 known from a job post.

### How does usedby build this ranking?

usedby counts each Finance company once per tool, from public proof: case studies, press releases, the company's own site or its declaration to usedby, vendor customer pages and job posts. Every line shows its proof and the date usedby last checked it.

AI phone & voice agents by industry within Finance: [Insurance & InsurTech](https://www.usedby.ai/companies/industry/insurance-insurtech/ai-phone-agents.md) (21)

Industry page: https://www.usedby.ai/companies/industry/finance.md · Category page: https://www.usedby.ai/tools/category/ai-phone-agents.md

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Source: https://www.usedby.ai/companies/industry/finance/ai-phone-agents · How we check: https://www.usedby.ai/methodology