# How Self Financial uses Lorikeet

**30,000**: “In May 2026, the agent automated more than 27,000 customer conversations and now resolves over 30,000 per month on average.”

As published on [lorikeetcx.ai](https://www.lorikeetcx.ai/customer-stories/how-self-gave-its-customers-24-7-support-with-lorikeet). Captured by usedby on 2026-10-27.

- Company: [Self Financial](https://www.usedby.ai/companies/self-financial.md)
- Tool: [Lorikeet](https://www.usedby.ai/tools/lorikeet.md)
- Teams: Operations, Customer Support
- Customer since (as the page says): Self took its first live calls on Lorikeet in April 2026 as limited tests.

## 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.

Summary written by usedby from the source page, in English. The figures are those of Lorikeet and Self Financial, not ours.

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

> 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

Source: [lorikeetcx.ai](https://www.lorikeetcx.ai/customer-stories/how-self-gave-its-customers-24-7-support-with-lorikeet), captured 2026-10-27.

> Lorikeet is really able to pick up and understand where the customer is coming from.
>
> Levi Benotti, Manager of AI Quality and Governance

Source: [lorikeetcx.ai](https://www.lorikeetcx.ai/customer-stories/how-self-built-ai-quality-and-governance-into-its-support-with-lorikeet), captured 2026-10-27.

## Other companies using Lorikeet

- [Amber](https://www.usedby.ai/companies/amber.md) — Confirmed
- [Arbor](https://www.usedby.ai/companies/arbor.md) — Confirmed
- [Breeze](https://www.usedby.ai/companies/breeze.md) — Confirmed
- [Carmoola](https://www.usedby.ai/companies/carmoola.md) — Confirmed
- [Chexy](https://www.usedby.ai/companies/chexy.md) — Confirmed
- [EasyKind](https://www.usedby.ai/companies/easykind.md) — Confirmed

## What usedby checked

We compared the story with its live page on 2026-10-27.

- Checked: the figure 30,000 is printed word for word on the page, near the name of Self Financial.
- Checked: the passage quoted above is copied word for word from the page, near the name of Self Financial.
- Checked: Self Financial uses Lorikeet. Confirmed line. Latest check across sources: 2026-10-27.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/self-lorikeet-2 · How we check: https://www.usedby.ai/methodology