We built this for IRALogix
This isn't a slide deck. It's a working AI agent that handles IRA enrollment questions, rollover guidance, account access issues, and answers real accountholder questions. Try it.
Try the Chat Agent
Ask about IRA rollovers, contribution limits, account enrollment, beneficiary updates, or anything an accountholder 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 accountholders would hear.
(412) 858-8429US 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 IRALogix
Built around real accountholder scenarios -- rollovers, enrollment, contributions, distributions, and more.
Natural Conversations
Accountholders ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues -- not just FAQ lookups.
All Channels Available
Same AI brain across chat, voice, email, and SMS. Accountholders get consistent answers however they reach out.
Compliance Built-In
Built for regulated financial services. Guardrails prevent unauthorized investment advice, audit trails track every interaction, and escalation paths keep you compliant.
24/7 Availability
Accountholders don't wait for business hours. Lorikeet handles rollover questions at 2am the same way it does at 2pm.
White-Label Ready
Connects to your partner-branded portals and systems. Each partner gets a consistent, branded experience while Lorikeet handles the AI behind the scenes.
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 IRALogix. Real logic for real scenarios.
Mapped Your Scenarios
IRA enrollment, 401(k) rollovers, contribution limits, beneficiary updates, distribution processing -- all handled with dedicated support logic.
Added Your Knowledge
Traditional IRAs, Roth IRAs, SEP and SIMPLE plans, RMD rules, rollover procedures, and more -- all instantly searchable by the AI when accountholders ask questions.
Set the Guardrails
No unauthorized investment advice. No made-up account details. Every response stays on-brand and within your compliance policies.
Went Live
Chat and voice are working right now. Ready to connect to your actual accountholder data, APIs, and backend systems.
Ready to Add the World's Best CX AI?
Connected to your actual accountholder data. Handling your real support volume. This sandbox is just the start.
Finish Setting Up Your Sandbox