Skip to main content
usedby
Self FinancialwithLorikeet

How Self Financial uses Lorikeet

ConfirmedVendor case study · Checked Oct 27, 2026
View captured proof

The use case: how Self Financial deploys Lorikeet

Self uses Lorikeet's voice agent to answer customer calls about Credit Builder Accounts and credit cards. The agent pulls account data from Self's internal system of records and takes actions such as replacing a card or closing an account.

In the customer’s words

Lorikeet is really able to pick up and understand where the customer is coming from.
Levi Benotti, Manager of AI Quality and Governance, Self Financial — Source
If I were to leave Self and ask to implement AI at another financial institution, Lorikeet would be the first call I make.
Elizabeth O'Connor, Senior Vice President of Operations, Self Financial — Source, captured Oct 27, 2026

Other companies using Lorikeet

Customers across industries, with public evidence.

AmberConfirmedArborConfirmedBreezeConfirmedCarmoolaConfirmedChexyConfirmedEasyKindConfirmed
See all Lorikeet customers

More stories

Go straight to the source

Based on Lorikeet’s published case study. We check the public evidence; the results are reported by the vendor.

lorikeetcx.ai
Last checked
Oct 27, 2026
lorikeetcx.aiCaptured Lorikeet case study about Self FinancialOpen source capture
What the story claims, and what we checked

What we compared with the page.

  • The passage quoted aboveChecked

    Copied word for word from the page, near the name of Self Financial.

  • Self Financial uses LorikeetChecked

    Confirmed line.

  • The result itselfNot checked

    We quote it; we did not measure it.

The agent then acts on the account. It can replace a card, close a Credit Builder Account, and explain a block on a card. Each of these once needed a person.
From the page. lorikeetcx.ai