Case Study: SoFi achieves 8% higher loan conversion with Regal.io

SoFI Reaches 66% more graduates for 8% more funded loans

SoFi, a leading financial services fintech, wanted a better way to connect with high-intent prospects over the phone for student loan refinancing. After previously relying on support-focused calling tools, the team needed a sales platform that could integrate with its marketing stack and trigger calls and texts based on real-time customer behavior. Regal.io provided the purpose-built phone and texting solution SoFi was looking for.

Using Regal.io, SoFi created personalized call tasks, reached prospects at the right moment, and used branded caller ID to improve trust and answer rates. The impact was strong: answer rates increased by 66% (from 15% to 25%), loan conversion rose by 8%, and average loan face value increased by 21% within a single quarter.

SoFi

Kevin Hueng

Vice President Performance Marketing