Regal Integrations

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Slack is a cloud-based platform that enhances project collaboration and team communication, specifically tailored to foster smooth interaction within organizations. With a robust suite of tools and services unified in one platform, Slack allows for private channels that encourage engagement among smaller groups, direct messaging options for sending information straight to coworkers, and public channels that invite discussions among members from different organizations. Accessible on various operating systems including Mac, Windows, Android, and iOS, Slack boasts a wide array of features such as chat capabilities, file sharing, collaborative workspaces, instant notifications, two-way audio and video calls, screen sharing, document imaging, and activity tracking, among other functionalities. Additionally, its user-friendly interface and versatile integration options make it a popular choice for teams seeking to enhance their productivity and communication effectiveness.

Link your applications and streamline your processes with ease. Designed for those with busy schedules, Zapier automates the transfer of information between your web applications, allowing you to concentrate on what matters most. With just a few clicks, you can connect your online tools so they can exchange data effortlessly. Information flows between your applications through automated workflows known as Zaps. Accelerate your projects and enhance productivity without the need for programming skills. Explore how Zapier democratizes automation for everyone. Continue using the tools you love while benefiting from the extensive connectivity Zapier offers, as it integrates with more web applications than any other service and continually adds new ones weekly. Our platform works seamlessly with popular applications like Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, and many more! The intuitive editor is designed for self-service automation, enabling you to establish Zaps without needing a developer's assistance. Leverage Zapier’s built-in tools to craft robust workflows without relying on additional services. Over 3 million users trust Zapier to handle their repetitive tasks efficiently. Furthermore, Zapier Agents empower businesses to automate real-world operations by developing custom AI-driven teammates, enhancing both productivity and innovation. In this way, Zapier not only simplifies automation but also expands the horizons of what teams can achieve together.

Calendly makes it easy to schedule meetings without having to send back and forth emails. Calendly takes the hassle out of connecting with others, so you can do more. Calendly makes scheduling easy. It's easy to set up. Calendly will take care of the rest. You can send Calendly links to your friends via email or embed it in your website. They choose a time and the event is added in your calendar. It works with your Google, Outlook and Office 365 calendars so you are never double booked. You can set buffer times between meetings, prevent last-minute meetings, create secret events types, and much more. Supports 1-on-1, round-robin, and collective availability meetings. Instant timezone detection for all your invitees to ensure everyone is on the same page. Automate tasks using Zapier, Salesforce, GoToMeeting and Zapier. It works great for individuals, teams, and departments.

Klaviyo empowers businesses to create smarter digital relationships by transforming customer data into meaningful, impactful experiences. From email and SMS to web interactions and reviews, Klaviyo makes it easy for B2C brands to engage customers at every touchpoint. Trusted by over 157,000 businesses, Klaviyo helps drive faster, more efficient revenue growth. Klaviyo’s 350+ integrations making getting started easy for marketers. Some key features of the platform include predictive analytics, AI automation, optimized templates, A/B testing, and intuitive segmentation and email flows to ensure marketers are reaching their audience with the right message at the right time. The solution also supports integration with payment processing and point of sale (POS) software solutions, such as Magento, Shopify, and WooCommerce.

Twilio Segment’s Customer Data Platform (CDP) provides companies with the data foundation that they need to put their customers at the heart of every decision. Using Twilio Segment, companies can collect, unify and route their customer data into any system. Over 25,000 companies use Twilio Segment to make real-time decisions, accelerate growth and deliver world-class customer experiences.

Customer.io is a customer engagement platform designed for organizations to create personalized customer journeys that engage, convert, and scale. Orchestrate messages across all channels, including email, in-app, SMS, push, and webhooks. Over 7,400+ companies, including Notion, Buffer, and Angi, rely on Customer.io to power their messaging needs.

A CMS makes it easy to improve your website. Flexible themes and content structures are used by developers to build websites. Marketers can easily edit and create pages by themselves. Customers receive a personalized and secure experience. CMS Hub is a win-win situation for everyone. CMS Hub is the content management system that you need to create and manage websites tailored for different visitors. It's optimized for devices and conversions. You can rely on developers as often or as little as needed. The SEO recommendations home screen allows you to easily see what your site can do to improve it and take action. You can choose from one of the pre-built HubSpot themes or you can do custom development. You can create a cohesive website without worrying about mismatched logos, navigations, or designs. You can easily manage multiple languages domains and optimize them for SEO. Users can toggle between languages. You can update and create pages without the need for a developer or custom code. It's never been easier to publish changes on the fly.

Kustomer is a central customer service platform that allows your brand to provide exceptional customer experiences in today's customer-first world. All customer information is available on a single timeline. You can accept requests from anywhere and reply in one thread. A configurable interface to automate repetitive tasks. Kustomer is a company that makes customer service easy, personalized, and efficient. A holistic view of the customer allows you to speed up customer conversations and eliminate unnecessary questions. Agents can easily integrate customer activity and purchase history from all of your systems on the Kustomer timeline. This allows them to have data-driven, actionable conversations, without having to switch screens. Your customers and agents will have the ability to switch between channels during a conversation, allowing them to truly experience omnichannel communication. Agents will always have context to move conversations forward, regardless of whether they are communicating via email, chat, voice, or Facebook Messenger.

Deliver the perfect message to the appropriate device at the ideal moment using Iterable, a highly regarded platform for growth marketing and user engagement. This innovative tool provides genuine omni-channel relevance at scale, allowing B2C marketers to send personalized communications tailored to individual users across various channels. By leveraging real-time customer data, Iterable empowers marketers to craft targeted messages and execute campaigns seamlessly. Additionally, the platform features an easy-to-use Workflow Studio for creating automated marketing campaigns. With capabilities that support a wide array of marketing strategies across all available channels, Iterable is designed to enhance user engagement effectively.

Braze serves as a dynamic customer engagement platform that enhances messaging experiences via various channels like push notifications, email, and apps. Designed for the mobile-first landscape of today and the anticipated future of ambient computing, Braze distinguishes itself through its capability for real-time and continuous data streaming, effectively replacing outdated database systems that fall short in meeting the demands of today’s always-connected consumers. By fostering collaboration among data, technology, and teams, the Braze platform elevates marketing to a more genuine level, makes brands feel more relatable, and enhances customer satisfaction with each interaction. With a workforce of hundreds and venture backing, Braze operates offices in major cities including New York City, San Francisco, London, and Singapore. The company has garnered significant recognition, being ranked #85 on Forbes Cloud 100, #225 on Inc.'s 500 Fastest Growing Private Companies, #21 on the Deloitte Technology Fast 500 List, and has been acknowledged by The New York Times as part of the next generation of 'unicorn' startups, showcasing its rapid growth and innovation in the industry. This impressive recognition underscores Braze's commitment to redefining customer engagement in the digital age.

mParticle is the most popular Customer Data Platform (CDP), for multi-channel consumer brands. Overstock, Venmo and Spotify use mParticle to build a unified customer data pipeline that allows them to win at key moments in the customer journey. Founded in 2013, mParticle has offices in New York City, London, San Francisco, San Francisco, and Seattle.

Simplifying tag management is now a reality with tools that allow you to handle all your website tags without the need for code alterations. Google Tag Manager provides a straightforward, dependable, and easily integrated solution for managing tags at no cost. You can effectively add and modify your website tags to gain deeper insights into conversions, site analytics, and other metrics. This tool is compatible with both Google and various third-party tags, ensuring comprehensive support. With features like error checking, security measures, and rapid tag loading, you can be confident that every tag functions properly. Additionally, it fosters improved collaboration within your organization, as features such as workspaces, detailed access controls, and support for multi-environment testing promote efficient teamwork between marketing and IT departments. Access to user-friendly functionalities like preview and debugging tools, auto-event triggers, and a simple interface allows for seamless tag management. The ability to modify tags quickly enhances your workflow, thereby saving time and boosting productivity. Furthermore, it facilitates essential tasks like conversion tracking and remarketing, making it an indispensable tool for any digital marketing strategy.

Discover structured investment options, annuities, and targeted return ETF solutions, all accompanied by a range of analytical tools to help advisors concentrate on their clients' needs. Our diverse multimedia educational materials, which include short-form videos and PDFs, are designed for sharing essential product insights with clients at crucial moments. Offering a thorough education on various asset classes, from fundamental concepts to specific product details, ensures engaging and accessible learning for advisors with any level of experience. With tailored compliance tracking and supervisory instruments, advisors can navigate self-paced certification processes while enabling home offices to maintain real-time oversight. By automating and integrating processes, we provide seamless access to products and educational resources for wealth management firms and financial professionals. Streamlining education alongside operational and compliance supervision, while ensuring direct connectivity to a centralized product repository, fosters greater efficiencies in service delivery. Ultimately, this comprehensive approach empowers advisors to enhance client relationships and drive better financial outcomes.