Built for Self Financial

We built this for Self

This isn't a slide deck. It's a working AI agent that helps Self members check their Credit Builder Account progress and manage their monthly payments -- answering real questions, and even rescheduling a payment, using your actual help content. Try it.

Try the Chat Agent

Ask about your Credit Builder Account savings progress, when payments report to the credit bureaus, your next payment, or rescheduling a payment that's coming up.

Click the chat icon in the bottom right corner

In production, the widget's appearance and behavior are fully customizable to match the Self brand.

What Lorikeet Can Deliver for Self

Built around real member scenarios -- Credit Builder Account progress and bureau reporting, plus payment management and rescheduling.

Natural Conversations

Members ask in their own words. Lorikeet understands context, handles follow-ups, and reassures anxious credit builders -- not just FAQ lookups.

Takes Real Action

Beyond answers: it reschedules an upcoming Credit Builder payment within the billing month and confirms it -- preserving on-time bureau reporting, the kind of work that usually needs an agent.

Fintech Compliance Built-In

Built for regulated consumer finance. Guardrails keep responses on-brand, never promise a specific credit score, and never give individualized financial advice.

24/7 Availability

Members don't wait for business hours. Lorikeet handles account progress checks and payment questions around the clock.

Ready for Your Systems

In production, connects directly to your servicing, payments, and credit-reporting systems. This demo shows the experience -- yours will have real integrations.

Deploy in Days

This entire demo -- support scenarios, knowledge base, 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 Self. Real logic for real credit-building scenarios.

1

Mapped Your Scenarios

Credit Builder Account progress and bureau reporting, plus monthly payment management and rescheduling -- each handled with dedicated support logic.

2

Added Your Knowledge

How savings build, when payments report to all three bureaus, due dates, autopay, and rescheduling -- all instantly searchable when members ask.

3

Set the Safety Controls

Never promises a specific credit score, never gives individualized financial advice. Every response stays on-brand and within policy.

4

Went Live

Chat is working right now. Ready to connect to your actual member data, servicing, and payments systems.

Ready to Add the World's Best CX AI?

Connected to your actual member data. Handling your real support volume across the Credit Builder Account and Self Visa Secured Card. This sandbox is just the start.

Finish Setting Up Your Sandbox

This is an independent demonstration built by Lorikeet using publicly available information. It is not affiliated with, endorsed by, or sponsored by Self Financial, Inc. All data shown is fictional sample data.