We built this for Unifimoney
This isn't a slide deck. It's a working AI agent that handles investment account support, transfer and deposit guidance, and crypto and precious metals education -- using your products and member terminology. Try it.
Try the Chat Agent
Ask about getting started with investing, transferring funds, crypto trading, precious metals, or anything a Unifimoney 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 your members would hear.
(512) 764-5184US number • Available 24/7
In production, voice connects to a number of your choice with custom hold music and routing.
What Lorikeet Can Deliver for Unifimoney
Built around real member scenarios -- investment accounts, transfers, crypto, precious metals, and platform support.
Natural Conversations
Members ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues -- not just FAQ lookups.
All Channels
Same AI brain across chat, voice, email, and SMS. Members get consistent answers however they reach out.
Compliance Built-In
Built for SEC/FINRA-regulated services. Prevents unauthorized investment advice, tracks every interaction, and ensures escalation paths keep you compliant.
24/7 Support
Crypto trades happen around the clock. Lorikeet handles member questions at 2am the same way it does at 2pm -- no gaps, no wait times.
Ready for Your Systems
In production, connects directly to your account data, trading APIs, and backend systems. This demo shows the experience -- yours will have real integrations.
Deploy in Days
This entire demo -- support scenarios, knowledge base, voice and chat -- was built in hours. Your production launch can be just as fast.
How we built this for you
This demo? Built from scratch for Unifimoney. Real logic for real scenarios.
Mapped Your Scenarios
Investment onboarding, robo-advisory setup, crypto and precious metals questions, transfers and deposits -- all handled with dedicated support logic.
Added Your Knowledge
Unifimoney products, supported assets, 40+ cryptocurrencies, gold and silver options, enhanced yield savings -- all instantly searchable by the AI when members ask questions.
Set the Guardrails
No unauthorized investment advice. No fabricated account balances or returns. Every response stays on-brand and within SEC/FINRA regulatory boundaries.
Went Live
Chat and voice are working right now. Ready to connect to your actual member data, trading APIs, and backend systems.
Ready to Add the World's Best CX AI?
Connected to your actual member data. Handling your real support volume. This sandbox is just the start.