For wealth manager
For wealth manager
For wealth manager
The system to turn your
relationships into
revenue.
The system to turn your
relationships into
revenue.
The system to turn your relationships into revenue.
Regards helps you nurture relationships through long sales cycles, drive more referrals and stay top of mind with your network.
Regards helps you nurture relationships through long sales cycles, drive more referrals and stay top of mind with your network.
WHAT YOU ARE MISSING?
Your CRM tracks accounts. Not relationships.
Your CRM tracks accounts.
Not relationships.
Your CRM tracks accounts. Not relationships.
It tracks what closed. It can't tell you who's hiring, who has posted a job requirement, or who is expanding their team.
It tracks what closed. It can't tell you who's hiring,
who has posted a job requirement, or who is expanding their team.
Your CRM is built for meetings, paperwork and compliance notes.
So your relationships end up being tracked in your head.
Your CRM is built for meetings, paperwork and compliance notes.
So your relationships end up being tracked in your head.
THE SOLUTION
THE SOLUTION
Regards is your relationship assistant
to nurture your network.
Regards is your
relationship assistant
to nurture your network.
Regards is your
relationship assistant
to nurture your network.
The next deal is in your network. Make sure you're in the room.
Book 15 minutes. Live product. We'll show you exactly how Regards fits into your team's day — from voice note to first call.
Your next referral is already
in your book.
The next deal is in
your network. Make sure
you're in the room.
Make sure you're the one who called. Book 15 minutes and see how Regards fits into your week.
Make sure you're the one who called. Book 15 minutes and see how Regards fits into your week.
How it works
How it works
Every relationship nurtured.
Regards turns your network into a
revenue engine.
1
BUILD
Sync your priority network in minutes.
Sync your priority network in minutes.
Sync your priority network in minutes.
Scan a card, paste a LinkedIn URL, or bulk upload from CRM. Everyone you want to stay in front of, in one place.
Scan a card, paste a LinkedIn URL, or bulk upload from CRM. Everyone you want to stay in front of, in one place.
2
SIGNALS
Catch the announcements worth a call
Catch the announcements worth a call
Catch the announcements worth a call
Regards watches LinkedIn posts and the news for announcements like a business sale, a promotion or a new venture, and flags them the day they go live.
Regards watches LinkedIn posts and the news for announcements like a business sale, a promotion or a new venture, and flags them the day they go live.
3
PROACTIVELY NURTURE
4
3
Be the first call. Every time.
Be the first call. Every time.
Be the first call. Every time.
Regards builds your daily list of who to contact and why, and drafts conversation starters from your notes and their latest activity. Thoughtful, consistent — at scale.
Regards builds your daily list of who to contact and why, and drafts conversation starters from your notes and their latest activity. Thoughtful, consistent — at scale.
4
AFTER EVERY CALL
Capture what matters in 15 seconds. Hands-free.
Capture what matters in 15 seconds. Hands-free.
Capture what matters in 15 seconds. Hands-free.
Leave a voice note on the go. Regards transcribes it and automatically updates any follow-ups and any relevant details against the profile.
Leave a voice note on the go. Regards transcribes it and automatically updates any follow-ups and any relevant details against the profile.
And more built in.
And more built in.
Store all details
From hobbies and kids' names to how you first met, all on their profile.
Store all details
From hobbies and kids' names to how you first met, all on their profile.
Voice notes
Talk for 15 seconds after a meeting. Regards saves the details and follow-ups.
Voice notes
Talk for 15 seconds after a meeting. Regards saves the details and follow-ups.
Works with your CRM
Keep your system of record. Regards keeps the relationship warm.
Works with your CRM
Keep your system of record. Regards keeps the relationship warm.
Review prep
Pull up the last conversation and life updates before you walk in.
Review prep
Pull up the last conversation and life updates before you walk in.
Card scanning
Met a new COI at an event? Snap their card and they're saved.
Card scanning
Met a new COI at an event? Snap their card and they're saved.
Built for mobile
Everything works from your phone, between meetings.
Built for mobile
Everything works from your phone, between meetings.
🔒 Your data is yours. Always.
🔒 Your data is yours. Always.
Regards is a subscription product—we earn from your payments, not your data.
No third-party sharing. Delete your data, anytime.
Regards is a subscription product—we earn from your payments, not your data.
No third-party sharing. Export or delete anytime.
Regards is a subscription product—we earn from your payments, not your data. No third-party sharing.
Delete your data, anytime.
Your next referral is already
in your book.
The next deal is in
your network. Make sure
you're in the room.
Make sure you're the one who called. Book 15 minutes and see how Regards fits into your week.
Make sure you're the one who called. Book 15 minutes and see how Regards fits into your week.
The next deal is in your network. Make sure you're in the room.
Book 15 minutes. Live product. We'll show you exactly how Regards fits into your team's day — from voice note to first call.
Questions before downloading
Questions before downloading
Do you offer a free trial?
Yes. Regards comes with a 14-day free trial, and you can cancel anytime. Just download the app on iOS or Android to get started.
Can I use Regards with my existing CRM and tools?
How is Regards different from a traditional CRM?
Who is Regards built for?
How do live signals work? Which sources do you monitor?
How does Regards use AI?
Do you offer a free trial?
Yes. Regards comes with a 14-day free trial, and you can cancel anytime. Just download the app on iOS or Android to get started.
Can I use Regards with my existing CRM and tools?
How is Regards different from a traditional CRM?
Who is Regards built for?
How do live signals work? Which sources do you monitor?
How does Regards use AI?
Warm connections in a world of cold outreach.
hello@regardsapp.ai
© 2025 Madras Made Digital Solutions Pvt Ltd. All rights reserved.
Warm connections in a world of cold outreach.
hello@regardsapp.ai
© 2025 Madras Made Digital Solutions Pvt Ltd. All rights reserved.
Warm connections in a world of cold outreach.
hello@regardsapp.ai
© 2025 Madras Made Digital Solutions Pvt Ltd. All rights reserved.