Finish setting up your sandbox
Live demo

We built this for CoinShares

This isn't a slide deck. It's a working AI agent that handles ETP product questions, investor onboarding, and answers real investor questions. Try it.

CoinShares

Try the CoinShares AI agent

Ask it anything an investor would ask. It's loaded with CoinShares product knowledge, research insights, and regulatory details.

  • 💬 "What Bitcoin ETPs does CoinShares offer?"
  • 💬 "How do staking ETPs work?"
  • 💬 "Where can I find the latest fund flows report?"
  • 💬 "How are my assets secured in custody?"
  • 💬 "How do I buy CoinShares ETPs through my broker?"
Call (978) 307-3701
ETP products
Staking
Research & fund flows
Security & custody
How to invest

What Lorikeet can deliver for CoinShares

AI-powered support that understands digital asset products, institutional investing, and regulatory compliance.

Natural conversations

Investors ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues end to end.

Real integrations

Connects to your investor systems and product data. Pulls real-time information for accurate, grounded responses.

Compliance ready

Built for regulated finance. FCA-aware guardrails, risk disclosures, and human escalation paths keep you compliant.

Natural language workflows

Define support processes in plain English. No code required. Update policies instantly as products evolve.

Voice + chat + email

Same AI brain across every channel. Investors get consistent answers whether they call, chat, or email.

Deploy in days

This entire demo was built in hours. Your production launch can be just as fast.

How we built this for you

This demo? Built from scratch for CoinShares. Real logic for real scenarios.

1

Learned your products

Trained on CoinShares ETPs, active strategies, staking products, and research publications.

2

Wrote your workflows

Every response is grounded in your knowledge base. No hallucinated data, no made-up product details.

3

Added your knowledge

Articles covering ETPs, active strategies, research data, investor access, custody, and compliance.

4

Went live

Chat and voice are working right now. Email and SMS work the same way when you're ready.

Your investors can call too

Same AI, same knowledge — just over the phone. Try asking about ETPs, staking, or how to invest through your broker.

(978) 307-3701

US number · Available 24/7

See exactly what we built

Everything is transparent. Open the sandbox to see the workflows, tools, and knowledge base.

Workflows

ETP products, active strategies, research data, investor access, and compliance — written in plain English.

Guardrails

Financial compliance, risk disclosures, and regulatory boundaries — all enforced automatically.

Knowledge base

ETP product details, custody and security, research publications, and investing guides — searchable by the AI.

Finish setting up your sandbox

Ready to add the world's best CX AI?

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

Finish setting up your sandbox Discuss with our experts

Talk to the team — ryan.collins@lorikeetcx.ai