# How Self Financial uses Lorikeet

As published on [lorikeetcx.ai](https://www.lorikeetcx.ai/customer-stories/how-self-built-ai-quality-and-governance-into-its-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: AI Quality and Governance, Customer Support

## 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.

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

> 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.

> 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.

> 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.

## 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 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 · How we check: https://www.usedby.ai/methodology