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.
Ask it anything an investor would ask. It's loaded with CoinShares product knowledge, research insights, and regulatory details.
AI-powered support that understands digital asset products, institutional investing, and regulatory compliance.
Investors ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues end to end.
Connects to your investor systems and product data. Pulls real-time information for accurate, grounded responses.
Built for regulated finance. FCA-aware guardrails, risk disclosures, and human escalation paths keep you compliant.
Define support processes in plain English. No code required. Update policies instantly as products evolve.
Same AI brain across every channel. Investors get consistent answers whether they call, chat, or email.
This entire demo was built in hours. Your production launch can be just as fast.
This demo? Built from scratch for CoinShares. Real logic for real scenarios.
Trained on CoinShares ETPs, active strategies, staking products, and research publications.
Every response is grounded in your knowledge base. No hallucinated data, no made-up product details.
Articles covering ETPs, active strategies, research data, investor access, custody, and compliance.
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 ETPs, staking, or how to invest through your broker.
(978) 307-3701US number · Available 24/7
Everything is transparent. Open the sandbox to see the workflows, tools, and knowledge base.
ETP products, active strategies, research data, investor access, and compliance — written in plain English.
Financial compliance, risk disclosures, and regulatory boundaries — all enforced automatically.
ETP product details, custody and security, research publications, and investing guides — searchable by the AI.
Connected to your actual investor data. Handling your real support volume. This sandbox is just the start.
Talk to the team — ryan.collins@lorikeetcx.ai