Financial solutions agency ReFi has integrated AI agents into its internal processes to manage complex financing deals. The system connects a Telegram bot, AI agents, and the company's CRM to automate status reporting.
Previously, analysts spent 10–15 minutes per deal manually updating CRM records at the end of each day. Now, employees record voice messages that the AI processes to extract results, issues, and next steps, reducing the time spent to a few minutes.
The implementation aims for near 100% data accuracy for active deals by the start of each workday. Managers now receive structured daily summaries via messenger, allowing them to monitor portfolios without manually checking individual CRM entries.
The AI system identifies potential risks, such as stalled approvals or missing follow-up actions, to reduce human error. ReFi developed a secure infrastructure on a dedicated server with restricted access rights to handle sensitive financial data.
The company tested multiple AI models before selecting a configuration that balances information structuring, context handling, and integration capabilities. The project involved long-term IT partners to ensure data security and proper architectural design.
