Regal Integrations

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. Per IDC, it’s the #1 CDP in worldwide market share four years in a row (2019-2022). Using Twilio Segment, companies can collect, unify and route their customer data into any system where it’s needed to better understand their customers and create seamless, compelling experiences in real-time. Over 25,000 companies use Twilio Segment to make real-time decisions, accelerate growth and deliver world-class customer experiences.

Build exceptional customer experiences with Zendesk. The leading provider of software and solutions for better customer relationships, Zendesk empowers businesses to be more reliable, flexible, and scalable. Its family of products include Support, an integrated customer support solution; Chat, live chat and messaging tool; Talk, call center software; Explore for analytics and reporting; Inbox, shared team inbox; Guide, a knowledge base and self service soltuion; and Connect + Outbound for proactive campaigns.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Slack is a cloud-based project collaboration and team interaction software solution specially designed to seamlessly facilitate communication across organizations. Featuring powerful tools and services integrated into a single platform, Slack provides private channels to promote interaction within smaller teams, direct channels to help send messages directly to colleagues, and public channels that enables members across organizations to start conversations. Available on Mac, Windows, Android, and iOS apps, Slack offers a plethora of features that include chat, file sharing, collaborative workspace, real-time notifications, two-way audio and video, screen sharing, document imaging, activity tracking and logging, and more.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.

Calendly helps you schedule meetings without the back-and-forth emails. We take the work out of connecting with others so you can accomplish more. Learn how painless scheduling can be with Calendly. Setup is easy. Let Calendly know your availability preferences and it’ll do the work for you. Share your Calendly links via email or embed it on your website. They pick a time and the event is added to your calendar. Works with your Google, Outlook, Office 365 or iCloud calendar so you’re never double booked. Set buffer times between meetings, prevent last minute meetings, create secret event types, and more. Supports 1-on-1, round robin and collective availability meetings. Seamless timezone detection for your invitees so everyone’s on the same page. Automate tasks with Salesforce, GoToMeeting, Zapier and more. Works great for individuals, teams and departments.

Klaviyo is an enterprise-level, cloud-based email marketing software solution for eCommerce companies. With powerful segmentation, one-click integrations, ROI-based reporting, website tracking, pre-built autoresponders, custom activity fields, drag-and-drop email design, and 360° customer profiles, Klaviyo helps brands drive more sales with its super-targeted and highly relevant marketing capabilities. With Klaviyo, users can pull in important data from their eCommerce platform and/or website and put this data to work to help personalize marketing content and optimize business performance. The solution also supports integration with payment processing and point of sale (POS) software solutions, such as Magento, Shopify, and WooCommerce.

Customer.io is a marketing platform for sending targeted and automated emails, push notifications, and SMS messages to engage and retain an audience. Customer.io is a marketing platform for sending targeted and automated emails, push notifications, and SMS messages to engage and retain an audience. Harnessing real-time behavioral data and advanced segmentation across web and mobile channels, Customer.io empowers marketers to send contextually-relevant communication that creates a great customer experience leading to retention and conversion. Customer.io is transforming marketing for high-growth companies including Ring, Codecademy, Segment and over 1700 others. Founded in 2012, Customer.io is headquartered in Portland, Oregon, with a team in North America, Europe, and Asia.

Power your website with a CMS that makes it easy to grow better. Developers build using flexible themes and content structures. Marketers easily edit and create pages on their own. Customers get a personalized, secure experience. With CMS Hub, everyone wins. The content management system you need to easily create and manage website pages personalized for different visitors - and optimized for devices and conversions. Rely on developers as much or as little as you'd like. Easily see how you can improve your site and take action, all in one place with the SEO recommendations home screen. Use one of HubSpot's pre-built website themes with the option for custom development. Build a cohesive site without worrying about mismatched designs, logos, or navigations. Easily manage multiple language domains and optimize each one for SEO. Allow users to toggle between languages. Update and create pages without a developer's help or custom code. Publishing changes on the fly has never been easier.

Kustomer is a centralized customer service platform built for your brand to deliver exceptional experiences in today’s on-demand, customer-first world. See all customer info on single timeline. Take requests from anywhere, reply in a single thread. Configurable interface to automate repetitive tasks. Kustomer makes personalized, efficient and effortless customer service a reality. Accelerate customer conversations and eliminate tedious questions by providing a holistic view of the customer. Unify customer purchase and activity history from all your systems on the Kustomer timeline, so agents have data-driven, actionable conversations without changing screens. Give your customers and agents the freedom to switch between different channels as needed during a conversation for a true omnichannel experience. Agents will always have the context to progress conversations forward without customers repeating information whether communicating through email, chat, SMS, voice, Facebook Messenger

Send the right message, to the right device, at the right time with Iterable, a top-rated growth marketing and user engagement platform. Iterable offers true omni-channel relevance at scale by enabling B2C marketers to deliver 1-to-1 personalized messages across multiple channels, activate all relevant customer data in real time for personalized messaging and campaigns, and create seamless, automated campaigns Iterable’s intuitive Workflow Studio. The platform supports all type of marketing campaigns across all channels.

mParticle is the leading Customer Data Platform (CDP) for multi-channel consumer brands . Companies such as Airbnb, Overstock, Venmo, Spotify and Postmates use mParticle to create a unified, real-time customer data pipeline that enables them to win in key moments of the customer journey. Founded in 2013, mParticle is headquartered in New York City with offices in Delray Beach, London, San Francisco and Seattle.

Braze is a customer engagement platform that delivers messaging experiences across push, email, apps, and more. Braze is built specifically for today’s mobile-first world and tomorrow’s ambient computing future. Braze is set apart as the platform that allows for real-time and continuous data streaming, replacing decades-old databases that aren’t built for today’s on-demand, always-connected customer. With data, technology, and teams working together in unison, the Braze platform makes marketing more authentic, brands more human, and customers more satisfied with every experience. Braze is a venture-backed company with hundreds of employees. Offices are located in New York City, San Francisco, London, and Singapore. Recognized by Forbes Cloud 100 at #85, ranked #225 on Inc.'s 500 Fastest Growing Private Companies, and listed as #21 in the Deloitte Technology Fast 500 List, and recognized by The New York Times as ‘The Next Wave of ‘Unicorn’ Start-Ups’.

Tag management made easy. Manage all your website tags without editing code. Google Tag Manager delivers simple, reliable, easily integrated tag management solutions— for free. Efficiently add and update your own website tags to better understand conversions, site analytics, and more. Tag Manager supports and integrates with all Google and third-party tags. Error checking, security features, and speedy tag loading ensure that all your tags work. Improve collaboration across your business. Features like workspaces, granular access controls, and support for multi-environment testing mean that marketing and IT can work together efficiently. Get access to features like easy preview and debug tools, auto-event triggers, and a user-friendly interface to help you manage your tags. Tag Manager works seamlessly with Google and third-party tags, so you can change tags on the fly – saving time and increasing efficiency. Conversion tracking, basic remarketing, and dynamic remarketing.

Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository.