Retellio

Retellio is now Verlo — The AI Assistant for Financial AdvisorsAnalyze thousands of customer calls in secondsAI agents that conduct deep research for product teamsBook a DemoTrusted byCase studyCase studyCase studyEarly Risk DetectionSpot churn and deal risk signals instantly and route them directly into Slack — before they hit your numbersExecutive BriefsGet high-level summary briefs that highlight the most important customer themes and insights for busy executives who don't have time to listen through hours of calls.Deal IntelligenceEvery deal is analyzed in real-time to expose hidden risks, stalled deals, and missed commitments — no guesswork, no surprisesAutomated WorkflowsSet up automated workflows that route insights to the right people, create tickets, and trigger actions without manual intervention.What our customers sayI created a custom prompt to assign segments to different calls. My VP of Sales was shocked I already knew about a call and how we'd positioned our offering, but it was easy because I had the segment in Slack right away.Daryl AllenVP FinanceThere's cool stuff we would not have discovered without your software. Reps forget, they think it's not important — but Retellio bubbles it up and pushes it up the chain faster.Mike SchaeferSVP RevenueFrom the first few podcast-style recaps I listened to, we were able to take action almost immediately. Having access to the right snippets made all the difference.Kristen O'BrienChief of StaffIntegrates with the tools you already use+ moreRetellio works seamlessly with your existing tech stack. From CRM and call platforms to Slack and more! It takes just a few minutes to go from zero to getting real customer insights delivered directly to your team. Connect, configure and get going in a single day.Book a DemoEnterprise-Grade Security You Can TrustWith SOC 2 Type II compliance, our platform is built with security at its core. Your data is encrypted and protected at all times, so you can rely on Retellio to keep your customer insights safe and secure. --- Retellio is now Verlo — The AI Assistant for Financial AdvisorsTrusted by teams who put customers firstBook a Demo“I have my podcasts set up for delivery at 5 AM. I hit the couch with my first cup of coffee and get the distilled day-in-review. It's awesome! We're acting on things every day that used to slip for 60–90 days.”Mike SchaeferSVP RevenueRead case study“I created a custom action for a new feature we launched. I didn't have to listen to the whole podcast, just the segment that got picked up. And I was able to have a conversation in almost real time with my account executives about that opportunity. That was impressive.”Daryl AllenVP FinanceRead case study“After setting up the recap for last week's calls, I immediately spotted opportunities for the team to strengthen their positioning and better serve customers. It enables us to adjust in real time and support our salespeople where it matters most.”Kristen O'BrienChief of StaffRead case studySee it in actionBook a demo and see how Retellio brings the voice of the customer to your fingertips.Book a Demo --- Retellio is now Verlo — The AI Assistant for Financial AdvisorsCASE STUDYMacabacus Closes the Feedback Loop and Sharpens Sales Execution with RetellioMacabacus is a productivity and brand compliance software for finance. With Retellio, they save 8 hours every week by instantly surfacing the most important moments from customer calls.Kristen O'BrienChief of Staff & Head of Business OperationsThe ChallengeDisjointed feedback flow, hidden deal blockers, missed sales coaching moments, and lack of visibility into customer calls due to the time-intensive nature of listening to them.The SolutionRetellio's AI-powered summaries, podcast-style recaps, CRM filters, and instant sharing.BackgroundMacabacus empowers finance teams with best-in-class modeling, presentation, and productivity tools. When they launched major enterprise features, including new AI capabilities, they realized that critical product feedback from customers was hiding in plain sight—trapped in call recordings no one had time to rewatch.At the same time, sales leaders needed better visibility into customer conversations to identify trends, enable the sales team more effectively, and strengthen execution to support growth initiatives. The ability to listen to calls at scale was the missing piece.The ProblemKristen O'Brien, Chief of Staff and Head of Business Operations at Macabacus, identified clear gaps that were slowing down revenue and product learning:• Valuable customer feedback wasn't making its way back to the product team.• Sales coaching opportunities were missed due to time constraints.• Weekly call recaps lacked precision, and important insights were often overlooked.• The team lacked a scalable way to spot trends across customer calls and identify enablement needs to support growth.We weren't getting timely feedback to product, and yet every time I listened to these podcast-style recaps, I kept thinking, 'There's so much valuable insight here that we're not acting on.'The SolutionMacabacus turned to Retellio to break down silos and transform customer conversations into actionable insights. With Retellio, they use:• Podcast-style summaries for fast, digestible updates• CRM filters to surface the right calls and segments• Custom segments and timeline highlights for instant coachingKristen and her team built an always-on loop connecting GTM and Product—without heavy lifting.After setting up the recap for last week's calls, I immediately spotted opportunities for the team to strengthen their positioning and better serve customers. It enables us to adjust in real time and support our salespeople where it matters most.How Macabacus Uses RetellioSurface recurring themes and coach the sales team in real timeSpot deal blockers and ensure a healthy, predictable pipelineDeliver actionable product feedback the same day calls happenKeep sales leaders and PMs aligned with bite-sized highlights instead of rewatching full callsThe Customer Experience team listened to a few product-related podcasts last week and were blown away. One team member said, 'This is so valuable.' Even the CEO shared, 'I'm obsessed… I love this tool!'The ResultsReal-Time Sales Intelligence & a Stronger Feedback Loop✓6–8 hours saved weekly by skipping full call replays and jumping straight to insights✓Immediate behavior shifts: coaching and messaging refinements happen in real time✓Product managers now get same-day feedback, sometimes shipping improvements within hours✓High trust and excitement across teams: stakeholders call Retellio "amazing" and "obsessive"✓Future-proofed workflows with Retellio's upcoming Teams and Outlook integrationsThe TakeawayRetellio helped Macabacus turn passive listening into actionable momentum. Customer calls no longer sit idle—they now drive sharper sales coaching, smarter product decisions, and real-time customer-led innovation.From the first few podcast-style recaps I listened to, we were able to take action almost immediately. Having access to the right snippets made all the difference.See it in actionBook a demo and see how Retellio brings the voice of the customer to your fingertips.Book a Demo --- Retellio is now Verlo — The AI Assistant for Financial AdvisorsCASE STUDYFactoryFix Uses Retellio to Turn Hidden Call Moments into Daily WinsHow a fast-growing AI company built customer insights into their daily workflow to accelerate product development and sales performance.Mike SchaeferSVP RevenueThe ChallengeToo many calls, too few ears — valuable insights buried in Chorus recordings, never reaching the right people soon enough.The SolutionRetellio's AI-powered segments, daily podcast recaps, and automated signal boosting keep teams in sync and opportunities visible.BackgroundFactoryFix connects manufacturers with skilled workers using cutting-edge AI and automation. The team moves fast, relying on real customer conversations to shape everything from product direction to sales coaching. But with hundreds of calls logged in Chorus each week, critical details were easy to overlook.The ProblemMike Schaefer, a FactoryFix leader, described it simply:Everybody would say there's just not enough time in the day to watch all those calls — or even read the recaps. We get a recap for every call, but the idea of streamlining that tighter and flagging what we really need to know about — that hit a nerve for me.Without Retellio, important moments, like customer pain points, hidden wins, real testimonials, often sat unnoticed for weeks or months.The SolutionRetellio changed that overnight. Now, Mike's daily routine starts with a cup of coffee and bite-sized customer intelligence:I have my podcasts set up for delivery at 5 AM. I hit the couch with my first cup of coffee and get the distilled day-in-review. It's awesome! We're acting on things every day that used to slip for 60–90 days.When unexpected gaps or opportunities pop up during the day, Retellio fills them fast:When I have a pocket of 30 minutes, one of my first go-tos is the Retellio window, refreshing segments to see what's live in the last 24 hours. The good, the bad, the ugly — it all bubbles up.How FactoryFix Uses RetellioDaily RewindsAutomated podcasts and emails push curated highlights — churn signals, testimonials, customer wins — straight to leadership and reps.Instant CoachingIf a rep misses a key rebuttal, it lands on their one-on-one agenda the same week.Faster Product FeedbackRecurring pain points surface immediately, reaching product before they snowball.Automated Marketing WinsTestimonials flow into Slack channels automatically — no more pulling teeth for good stories.The ResultsCritical Customer Insights, Delivered Daily✓Real-time discovery:Insights once buried for months now surface daily.✓Daily habit:Leaders rely on curated segments to focus their day.✓More wins, faster:Quick feedback loops mean product, sales, and marketing act immediately.✓Automation:A single marketing associate now has 30+ customer testimonials — painlessly surfaced by Retellio.We vowed to take our own medicine and be as efficient as possible. Retellio's a shortcut to insights and it's working exactly how we hoped.The TakeawayFactoryFix didn't just plug in a tool. They built Retellio into their daily workflow to amplify every hidden insight. Now, everyone, from sales managers to the CEO, starts their day with real customer signals, not stale assumptions.There's cool stuff we would not have discovered without your software. Reps forget, they think it's not important — but Retellio bubbles it up and pushes it up the chain faster.See it in actionBook a demo and see how Retellio brings the voice of the customer to your fingertips.Book a Demo