Built for Neo Financial

We built this for Neo

This isn't a slide deck. It's a working AI agent that handles cashback questions, card issues, account management, and answers real questions from Canadians. Try it.

Try the Chat Agent

Ask about cashback rewards, card declines, account management, payments, or anything a Neo cardholder might need help with.

Click the chat icon in the bottom right corner

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 cardholders would hear.

(661) 605-6820

Available 24/7

In production, voice connects to a number of your choice with custom hold music and routing.

What Lorikeet Can Deliver for Neo

Built around real cardholder scenarios -- cashback, card issues, accounts, payments, and more.

Natural Conversations

Canadians 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. Cardholders get consistent answers however they reach out.

Compliance Built-In

Built for regulated fintech. Guardrails prevent unauthorized financial advice, audit trails track every interaction, and escalation paths keep you compliant.

24/7 Availability

Your cardholders don't wait for business hours. Lorikeet handles cashback questions at 2am the same way it does at 2pm.

Ready for Your Systems

In production, connects directly to your cardholder data, account systems, and transaction APIs. 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 Neo Financial. Real logic for real scenarios.

1

Mapped Your Scenarios

Cashback rewards, card declines, account management, payments, mortgage inquiries -- all handled with dedicated support logic.

2

Added Your Knowledge

Neo cards, cashback program, savings accounts, Neo Invest, mortgages, Rewards, and more -- all instantly searchable by the AI.

3

Set the Guardrails

No unauthorized financial advice. No made-up account details. Every response stays on-brand and within your policies.

4

Went Live

Chat and voice are working right now. Ready to connect to your actual cardholder data, APIs, and backend systems.

Ready to Add the World's Best CX AI?

Connected to your actual cardholder data. Handling your real support volume. This sandbox is just the start.

Finish Setting Up Your Sandbox