AI support that handles investment inquiries, account management, and dividend questions — trained on your products and investor needs.
This agent is loaded with dummy data for a fictional investor. Give it a test — try asking things like:
AI-powered support that understands fractional real estate investing, portfolio management, and investor account operations.
Investors ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues across 945K+ accounts.
Connects to investor accounts and property data. Answers questions about share holdings, property performance, and cash balances in real time.
Guides investors through 1099 forms, dividend income reporting, and tax document access — reducing seasonal support spikes.
Built for regulated fintech. Guardrails prevent investment advice, enforce disclaimers, and maintain audit trails for every interaction.
Explains fractional ownership, dividend schedules, the Private Credit Fund, and Secondary Market mechanics clearly and accurately.
This entire demo was built in hours. Your production launch can be just as fast.
Configured in Lorikeet using your actual products, investor workflows, and support topics.
Trained on Arrived's property offerings, dividend structures, Secondary Market, Private Credit Fund, and investor account flows.
Every response is grounded in your knowledge base. No hallucinated data, no made-up performance numbers.
Articles covering share liquidity, tax documents, dividends, 2FA recovery, cash withdrawals, and property performance.
Chat and voice are working right now. Email and SMS work the same way when you're ready.
Same AI, same knowledge — just over the phone. Try asking about dividend schedules, selling shares, or tax document access.
(555) 000-0000US number · Available 24/7
Everything is transparent. Open the sandbox to see the workflows, tools, and knowledge base.
Share liquidation, dividend inquiries, tax documents, account recovery, and Secondary Market — written in plain English.
SEC compliance, investment advice boundaries, and regulatory disclaimers — all enforced automatically.
Property details, dividend schedules, Private Credit Fund FAQ, investor onboarding guides, and tax documentation — searchable by the AI.
This demo is just the start. Let's talk about rolling this out to your 945K+ investors.
Schedule a call