Regal Integrations

Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide.

Klaviyo is the AI-first B2C CRM platform that helps you grow by integrating marketing, analytics, and customer service in one solution. Powered by unified data and built-in AI, it's faster and easier than ever to create personalized, lasting customer relationships. Klaviyo unifies your customer profiles by capturing every event, and then lets you orchestrate your email marketing, SMS marketing, push notifications, WhatsApp, and RCS campaigns in one place. Built-in AI agents plan and launch campaigns, personalize every send, answer questions, and resolve issues. With real-time attribution and insights, you'll be able to make smarter, faster decisions that drive ROI. Trusted by more than 170,000 businesses, Klaviyo can grow your business while keeping operations simple and customer relationships strong

Assembled is the only platform that unifies AI agents and intelligent workforce management to power fast and flexible support operations. Built for scale, we help teams automate over 50% of customer interactions, forecast with 90%+ accuracy, and optimize staffing across in-house and BPO teams. Orchestrate every chat, email, or call, balancing workloads between human and AI agents in real time — without sacrificing quality or control. Trusted by Stripe, Canva, and Robinhood, Assembled transforms support from a cost center into a strategic advantage. Our Workforce and Vendor Management tools connect forecasting, scheduling, and performance for smarter staffing decisions. AI Agents automate conversations across channels with your workflows and brand voice. AI Copilot empowers agents with real-time guidance, suggested replies, and one-click actions for faster, higher-quality resolutions.

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

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.

Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.

Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings without the back-and-forth emails. Share custom booking links, set availability preferences, and automate reminders, follow-ups, and calendar syncing. Calendly supports one-on-one, group, collective, and round robin scheduling, with smart features like buffer times, time zone detection, and meeting caps. Integrate with Google, Outlook, Office 365, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, and more to embed scheduling into your existing workflow. Calendly helps entrepreneurs, sales, marketing, recruiting, customer success, and professional services teams save time, reduce no-shows, and improve the client experience. Built for flexibility and scale, Calendly offers admin controls, reporting, and enterprise-grade security. Sign up for free and simplify your scheduling today—no credit card required.

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.

Customers are bombarded with messages every day, and most go ignored. Customer.io is a customer engagement platform designed for tech-savvy organizations to create personalized customer journeys that engage, convert, and scale. Fueled by first-party data, teams can manage and tailor their customer messages across all channels, including email, in-app, push, SMS, and webhooks – all within one intuitive platform. Today, 7,400+ brands trust their messaging needs with Customer.io, and G2 recently recognized us as a Best Software award winner in the Marketing and Digital Advertising Products category. Customer.io’s suite of products includes Journeys, a messaging automation tool, Data Pipelines, a customer data platform; and Parcel, a code editor designed for email. Founded in 2012, Customer.io is a globally distributed, remote-first company named one of the fastest-growing private companies on the 2024 Inc. 5000 list.

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.

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’.

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.

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.