Case Study: SoFi achieves 66% more answer rates and 8% more loan conversions with Regal.io

SoFi boosts answer rates 66% with Regal.io

SoFi, a leading consumer fintech brand, faced the challenge of connecting with more prospects over the phone. Their existing customer support tool lacked the functionality needed for a data-driven sales team. VP of Performance Marketing Kevin Heung sought a solution fully integrated with their marketing stack to trigger calls and texts based on customer behavior, leading them to the vendor Regal.io.

By implementing Regal.io's sales platform, SoFi was able to create personalized call tasks for high-intent website visitors and use branded caller ID. The solution delivered dramatic results: a 66% lift in answer rates, an 8% lift in loan conversions, and a 21% increase in the average face value of issued loans. Regal.io enabled SoFi to reach customers at the right moment, improving both conversion rates and customer quality.

SoFi