We built this for Magnifi
This isn't a slide deck. It's a working AI agent that handles investment research questions, account linking, portfolio analysis, and plan inquiries that Magnifi users actually ask. Try it.
Try the chat agent
Ask about ETF screening, account connections, portfolio health checks, pricing plans, or anything a Magnifi investor 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 investors would hear.
(318) 657-7380US 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 Magnifi
Built around real investor scenarios -- research queries, account management, portfolio tools, and the questions self-directed investors actually ask.
All channels
Same AI brain across chat, voice, and email. Investors get consistent answers whether they're screening ETFs, linking accounts, or reviewing their portfolio.
24/7 availability
Markets don't sleep and neither does Magnifi's user base. Lorikeet handles research queries, account questions, and plan inquiries any time of day.
Compliance built-in
Safety controls prevent the AI from giving specific investment advice, detect frustrated users early, and keep every interaction accurate and within regulatory guidelines.
Deep investment knowledge
ETF screening, portfolio analytics, brokerage integrations, plan tiers, and natural language search -- all instantly available to the AI.
Investor-first design
Speaks the language of self-directed investors. Whether it's comparing expense ratios or understanding portfolio health scores, the AI understands the context.
Seamless handoffs
When a conversation needs a human, Lorikeet transfers full context so the investor never has to repeat themselves.
How we built this for you
This demo was built from scratch for Magnifi. Real logic for real investor scenarios.
Mapped your scenarios
Investment research, ETF screening, account linking, portfolio health checks, plan upgrades, and brokerage integrations -- all handled with dedicated support logic.
Added your knowledge
Natural language search, ESG filters, expense ratio comparisons, Fidelity and Schwab integrations, Premium plan features -- all instantly available to the AI.
Set the guardrails
No specific investment recommendations. No misleading performance claims. Compliance-aware responses. Every answer stays accurate and within regulatory boundaries.
Ready for integrations
Chat is working right now. Ready to connect to your actual user data, brokerage APIs, and portfolio analytics systems.
Ready to add the world's best CX AI?
Connected to your actual investor data. Handling your real support volume from users across the platform. This sandbox is just the start.
Finish Setting Up Your Sandbox