We built this for Ellevest
This isn't a slide deck. It's a working AI agent that handles membership questions, investing inquiries, account management, banking support, and answers real member questions. Try it.
Try the Chat Agent
Ask about membership plans, how investing works, retirement accounts, banking features, coaching sessions, or anything a member might need help with.
In production, the widget's appearance and behavior are fully customizable to match your brand.
Try the Voice Agent
Same AI, same knowledge -- just over the phone. Call to experience what members would hear when asking about investing and membership.
(662) 399-3793Available 24/7
In production, voice connects to a number of your choice with custom hold music and routing.
What Lorikeet Can Deliver for Ellevest
Built around real member scenarios -- membership questions, investing, banking, account management, and financial planning.
Natural Conversations
Members ask about investments and finances in their own words. Lorikeet understands context, handles follow-ups, and resolves issues with the care financial decisions require.
All Channels Available
Same AI brain across chat, voice, email, and SMS. Members get consistent, accurate answers however they choose to reach out.
Financial Compliance Built-In
Built for SEC-regulated advisory services. No unauthorized investment advice, no sensitive data collection in chat, and human escalation paths for complex financial questions.
24/7 Availability
Financial questions don't follow business hours. Members get instant answers about their membership, investments, and banking at any time -- day or night.
Real Integrations
Connects to member data, investment accounts, and banking systems. Ready to plug into Ellevest's backend for personalized, account-aware support.
Deploy in Days
This entire demo -- support logic, knowledge base, safety rules -- was built in hours. Your production launch can be just as fast.
How we built this for you
This demo was built from scratch for Ellevest. Real logic for real member scenarios.
Mapped Your Scenarios
Membership questions, investing and portfolios, account management, banking features, and financial planning -- all handled with dedicated support logic.
Added Your Knowledge
Ellevest's membership tiers, goal-based investing, retirement accounts, Spend & Save banking, coaching services, and impact investing -- all instantly searchable by the AI.
Set the Safety Rules
No unauthorized investment advice. No sensitive data in chat. Financial compliance guardrails. Empathetic escalation for billing disputes. Every response stays on-brand.
Went Live
Chat and voice are working right now. Ready to connect to your actual member data, investment accounts, and banking systems.
Ready to Add the World's Best CX AI?
Connected to your actual member data. Handling real support volume. This sandbox is just the start.
Finish Setting Up Your Sandbox