AI agents that resolve TIAA's hardest calls — end to end

Lorikeet builds AI agents for the most complex, regulated customer support environments in financial services and healthcare. We handle the conversations others can't automate.

Voice, Chat, Email, SMS

Omnichannel from day one

Financial Services

Core vertical focus

Outcomes-Based

Pay per resolution only

Why Lorikeet fits TIAA

We built Lorikeet for exactly the kind of complexity TIAA faces: licensed agents, regulated products, and participants who need real answers.

Compliance-first architecture

Guardrails detect when conversations shift toward advice territory and route to licensed agents. Built for the boundary between service and suitability that TIAA navigates daily.

Voice-native AI

Not a chatbot bolted onto a phone tree. Lorikeet's voice agents handle natural conversation, follow-up questions, and complex multi-turn inquiries about plans, products, and account status.

Deep system integration

Connects to record keeping platforms, participant data, plan administration systems, and annuity product databases. AI agents take action, not just answer questions.

Lorikeet vs Sierra

Real outcomes from head-to-head evaluations and production deployments.

Head-to-head win · Signed

Airalo

World's largest eSIM marketplace · Win vs Sierra, takeaway from Zendesk

$1.1M ARR

Annual contract, performance-based milestones

Evaluated Sierra and Zendesk. Chose Lorikeet after a proactive POC that shipped a custom issue tracker in 24 hours during the evaluation. Coach product was the decisive factor.

Airalo is the world's largest eSIM marketplace. They ran a competitive evaluation against Sierra and Decagon. Lorikeet won on execution speed, product depth, and willingness to ship custom tooling mid-evaluation. The team signed with Lorikeet as their long-term partner after outperforming Sierra and Decagon by a wide margin.

Head-to-head win · Voice

US fintech lender

Board recommended Sierra + Decagon. Chose Lorikeet.

1,000+

voice calls handled per day

"This was surprisingly more awesome than I expected. I see why you selected these folks. You chose good partners." Returning CEO, after live voice demo

The board pushed Sierra and Decagon. After a 90-minute live demo of Lorikeet's voice agent, the CEO reversed course. Voice accuracy hit 99.9%. Call volume scaled from 50 to over 1,000 calls per day. Testing performance climbed from 50% to 90%. The team confirmed Lorikeet as their long-term partner.

Head-to-head win

US fintech platform

FinTech · Evaluated Lorikeet, Sierra, Decagon, 11Labs

Every metric

Lorikeet won across the board

"We tested AI solutions head-to-head and Lorikeet was a winner in every metric." CX AI Product Lead

Formal four-vendor evaluation. Sierra was described as "solid but nothing special." Lorikeet won on proactive POC execution, implementation speed, and performance. Full sandbox with fintech workflows and 200+ simulation scenarios built in under a day. Handled 4x call surge during peak periods.

Voice · Regulated

Arbor Energy

Retail Energy · 13 US states · Chat + Voice

89%

CSAT — matching human agents 1:1

"Most AI companies talk about deflection like it's the goal. We wanted to solve hard problems. Lorikeet stood out." Jessica Mishlove, Head of Customer Operations

Arbor's AI agent handles regulated energy support across 13 states on both voice and chat. Customers reference the agent by name, unaware they're talking to AI. Trustpilot improved from 4.2 to 4.7. Lorikeet's speed to go live was weeks. Sierra's typical deployment: 3-6 months with $50-200K in implementation fees.

What we deliver

Performance data from real deployments across financial services and healthcare.

8-10%

Better outcomes than human agents

Measured across resolution accuracy, first-contact resolution, and customer satisfaction in head-to-head comparisons with human control groups.

Hours

From zero to working agents

Our Coach agent builds, tests, and iterates on AI workflows at a pace that makes offline POCs actionable within days, not months.

Won

Head-to-head POC with human control group

Recently selected by one of the largest mobile financiers in Latin America after a two-month competitive POC against human agents and another AI vendor.

Proposed next steps

A lightweight engagement path that doesn't slow down your existing evaluation.

Discovery session

30 minutes. We learn about your call center operations, pain points, licensing complexity, and integration architecture. Your team learns about Lorikeet's approach.

30 min · Virtual

Tailored demonstration

60 minutes. A live walkthrough of Lorikeet handling TIAA-specific scenarios: participant inquiries, plan questions, annuity product support, and compliance-sensitive conversations. Full Q&A.

1 hour · ~1 week after discovery

Offline POC

We build a working sandbox with your actual support scenarios, knowledge base, and compliance guardrails. Your team tests against real participant questions. No cost, no commitment.

Free · Ready within days

Side-by-side evaluation

Run Lorikeet alongside your existing evaluation. Compare performance on the same metrics: deflection rate, CSAT, compliance accuracy, and resolution quality. Apples-to-apples.

Runs in parallel with existing initiatives