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How Self Financial uses Lorikeet

ConfirmedVendor case study · Checked Oct 27, 2026
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The use case: how Self Financial deploys Lorikeet

Self uses Lorikeet's AI voice agent to answer customer calls around the clock, work out what the caller needs, and take actions such as sending or unlocking cards, starting fraud handling, and identifying disputed transactions. The agent reads from and writes to Salesforce, and routes sensitive matters like credit reporting questions to human staff.

In the customer’s words

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
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, captured Oct 27, 2026

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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 figure: 30,000Checked

    Printed word for word on the page, near the name of Self Financial.

  • 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.

In May 2026, the agent automated more than 27,000 customer conversations and now resolves over 30,000 per month on average.
From the page. lorikeetcx.ai