We built this for First Command
This isn't a slide deck. It's a working AI agent that handles banking questions, investment inquiries, insurance guidance, military financial readiness, and account access support. Try it.
Try the chat agent
Ask about banking, investments, insurance, deployment prep, PCS planning, or anything a First Command client 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 clients would hear.
(817) 476-7809US 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 First Command
Built around real client scenarios -- banking, investments, insurance, military financial readiness, and more.
Military-Fluent Support
Understands PCS, BAH, TSP, SGLI, BRS, and military-specific financial terminology without requiring clients to explain acronyms.
Regulatory Guardrails Built In
Never makes specific investment recommendations or guarantees returns. Automatically includes required FDIC, SIPC, and FINRA disclaimers.
Deployment and PCS Ready
Guides service members through pre-deployment checklists, combat zone tax benefits, SDP enrollment, and PCS financial planning.
24/7 Availability
Service members don't keep banker's hours. Lorikeet answers banking, insurance, and planning questions around the clock -- especially during deployments.
All Channels Available
Same AI brain across chat, voice, email, and SMS. Clients get consistent, accurate answers however they choose to reach out.
Deploy in Days
This entire demo -- support scenarios, knowledge base, voice and chat -- was built in hours. Your production launch can be just as fast.
How we built this for you
This demo was built from scratch for First Command. Real logic for real scenarios.
Mapped Your Scenarios
Banking support, investment guidance, insurance questions, military financial readiness, and account access -- all handled with dedicated support logic.
Added Your Knowledge
TSP strategies, SGLI transitions, deployment checklists, PCS planning, banking products, and regulatory disclaimers -- all instantly searchable by the AI.
Set the Safety Controls
No unauthorized investment advice. No account detail disclosure. Crisis detection for service members in distress. Every response stays compliant and on-brand.
Went Live
Chat and voice are working right now. Ready to connect to your actual client data, policy systems, and backend APIs.
Ready to Add the World's Best CX AI?
Connected to your actual client data. Handling your real support volume. This sandbox is just the start.
Finish Setting Up Your Sandbox