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AI implementation & training

We bring AI into your business processes and teach your teams to use it.

We have spent over 10 years implementing AI in banks, where security and quality standards are the highest. We find where AI genuinely saves time, build the solutions, and train the people who will work with them.

What we do

AI systems embedded in your processes.

Classes of systems we build

An agentic system is software that performs tasks inside a client’s systems and infrastructure. We build it for a specific process: it reaches into systems such as the CRM, databases or the document flow, performs operations there and leaves an audit trail. The range of operations it performs on its own is strictly defined, and it does not exceed the permissions it has been granted.

01

Customer-facing agents

The same cases come back every day, and each one waits for a free consultant.

A request arrives by chat, by email or as a call transcript. The agent reads what it is about, pulls the data it needs from your systems and performs an operation it has been cleared for, such as sending a copy of an invoice or changing a correspondence address. Cases outside that list go to a consultant together with the data already pulled, so nobody has to read the whole thread first.

  • complaints, returns and credit notes
  • order, payment and document status
  • account and contract data changes

agent call

INV/2026/0317

ticket-handling agent

billing.fetch_invoice mail.send crm.customer_data
  1. “I never got my invoice for March”

    14:02:11

  2. intent invoice_copy

    14:02:11 · confidence 0.94

  3. billing.fetch_invoice

    14:02:12 · 1 result

  4. mail.send

    14:02:13 · copy sent, closed

02

Employee-facing agents

The employee knows how to settle the case, but first clicks through several systems to gather the data.

The agent reads the case and pulls what belongs to it from your systems: customer history, balances, earlier correspondence. It lays that out in one view and proposes a resolution together with the clause it follows from. The employee approves the decision, and what they approved stays in the case record.

  • complaints and disputed cases
  • applications someone has to assess and approve
  • letters and replies prepared for signature

assembling context

CC/2026/0412

CRM

customer since 2019

Billing

overpayment 142.80

Docs

credit note 12 Mar

read-only access

proposal for the operator

uphold the complaint, refund PLN 142.80

basis: clause 3.2 · overpayment above PLN 100

approve reject a person decides

03

Agents in document workflows

An employee retypes data from documents and checks it against the procedure, line by line.

The agent reads the document and pulls out the items that matter: amounts, dates, parties, contract numbers. It checks them against your policy, the same one written down in the procedure today, and lets through whatever matches. If a condition is not met, the agent holds the document and routes it to a person who can approve it, naming which condition.

  • invoices and cost documents
  • contracts, annexes and attachments
  • applications and complaints with documents

extraction and control

INV/2026/0412

ERP licences18,400.00
implementation14,800.00
total33,200.00

invoice · PDF

amount 0.99

33,200.00

category 0.93

IT / implementation

checked against purchasing policy 4.2

✓ category allowed
✗ limit 30,000.00 exceeded

escalation · CTO approval

04

Agents that open up knowledge and data

The answer is in the company documents, only nobody knows which one.

The question is asked in a plain sentence, with no query syntax and no knowledge of where the data sits. The system searches the documents and data you point it at, picks the ones closest to the question and discards the rest. The answer names its source, the document and the place in it, so it can be checked instead of taken on trust.

  • policies, procedures and internal rules
  • product documentation and contracts
  • operational and sales data

source selection

“What’s our limit for IT services?”

relevant documents

policy 4.2 0.88
procedure 7.1 0.61
terms 2.9 0.34

PLN 10,000; above that the CTO approves.

source: cost policy, paragraph 4.2

Additional services in AI and data processing

Data foundations for AI

The data an agent needs sits in several systems, in different formats and under different permissions.

  • an inventory of sources and a choice of those the system actually uses
  • connecting databases, document repositories and APIs
  • mapping roles and permissions from the source systems
  • monitoring of completeness, currency and schema changes

AI Act compliance

Obligations depend on the risk category a given system falls into. On legal and regulatory matters we work with Osborne Clarke.

  • an inventory of AI systems and their risk classification
  • technical documentation and a described risk management system
  • event logging and human oversight of how the system runs
  • transparency obligations towards users

Machine learning models

Not every task needs a language model. Scoring, forecasting and classification run more cheaply and more repeatably on models trained on your own data.

  • scoring, forecasts and classification on historical data
  • feature selection and model validation before deployment
  • deploying the model into the system that uses it
  • quality monitoring and retraining when the data shifts

Technologies we work with

  • OpenAI
  • Claude
  • Gemini
  • Llama
  • Mistral
  • Hugging Face
  • LangChain
  • LangGraph
  • MCP
  • Qdrant
  • Langfuse
  • Azure
  • Google Cloud
  • AWS
  • Snowflake
  • Apache Spark
  • Apache Airflow
  • PostgreSQL
  • Python
  • Docker

How a deployment runs

  1. 1

    Choosing the process

    Not every process improvement needs an agentic system. If a deterministic path in code or a model trained on data does it more cheaply, we say so before anything gets built.

  2. 2

    Implementation and wiring into your systems

    The agent reaches into your documents, databases and APIs. We agree together the list of operations it performs on its own, and anything outside it goes to a person.

  3. 3

    Measurement and production rollout

    A set of cases with expected answers, a release threshold and oversight after deployment.

Project deliverables

  • architecture and integration design
  • a working system in production
  • an evaluation set and a procedure for releasing changes
  • handover to the team that will maintain it

Agentic systems

An agentic architecture for document processing in a financial institution

We co-created the core of this architecture: the solution design and the split into microservices, the skeleton that further agentic use cases plug into. The architecture lets them run against shared model throughput limits, counted in tokens per minute, and manages traffic and priorities so that no single use case consumes the whole limit at the expense of the others.

Assessing instructions against contracts and annexes

The system takes an instruction, finds the documents needed to assess it in the repository, the framework agreement together with its annexes, and recommends acceptance, rejection or a request for missing information. The hard part is reconstructing the current state of the terms: successive annexes overwrite parts of the framework agreement, sometimes several times over.

Guiding a user through a strictly defined procedure

The system makes sure the procedure runs from start to finish, with no steps skipped and none taken out of order. The hard part is reconciling that rigour with a natural conversation: users ask side questions and a language model is inclined to improvise, so the system tracks the state of the procedure and returns to the right step after every digression.

Document search with permission control

Semantic search over user documents in a multi-tenant platform, where each user sees only what they are entitled to. Permissions are enforced before the search runs, not when the results are presented, so neither a semantic query nor an injected instruction can reach documents belonging to someone else.

Spotting inefficiencies from screen recordings

We analysed screen recordings from operations teams along two routes, because the cost and the effectiveness of each depend on the kind of recording. A multimodal model took the recording whole, and the hard part was splitting it, carrying context between the parts and joining the result back into one piece. Splitting it into the audio track and sampled frames gave more control, but called for a considered sampling strategy and for laying the image and audio readings over one another. From the material gathered the agent reconstructed how the work actually ran, set it against the model process flow and the catalogue of inefficiencies, pointed to where the process gets blocked and picked improvement tools.

A contact centre agent

Manages customer conversations using a provided knowledge base, detects customer intentions and automatically executes operations.

A complaints assistant

An LLM-based system running as a browser extension. It reads CRM data about customer complaints, finds similar cases and suggests resolution steps. The hard part was integration: the agent uses many tools at once, each with its own access and its own data format.

Data access in plain language

Generates SQL queries fine-tuned to the specific database and its schema, from questions asked in natural language. The hard part was the complexity of the schemas: the more tables and relations there are, the less obvious it is which of them answer the question asked.

Search across company documents

A search engine over a domain knowledge base in various formats, from PDFs to documents in SharePoint. Built on RAG architecture and language models. The hard part was scale: a very large number of users and documents, so usefulness depends on holding relevance and response time as the corpus grows.

Conversational recommendations in a VOD service

The user says what they are in the mood for in a plain sentence and can refine it over further turns. The agent reads the intent and picks titles in a hybrid way: on metadata, on semantic similarity of the descriptions computed from embeddings, and on preferences, both those set explicitly and those inferred from viewing history.

Systems built on machine learning

5msuggestions a month

Payment Assistant

Reminds users of upcoming transfers based on transaction history, suggesting the recipient and the amount. Close to 1.5 million bank customers.

+80%sales potential

Credit campaigns

A system predicting interest in mortgage financing, at 20% precision.

−4%account closures

Customer churn prevention

A system predicting the probability of customer churn and raising an alert in the CRM.

How we work

Two engagement models

The choice of model comes down to what suits you better: running the deployment with your own team, reinforced by our engineers, or handing it to us in full.

1

End-to-end delivery

We take responsibility for the whole thing: requirements, data, model selection and validation, integration, deployment and monitoring in production.

2

Engineers inside your team

We provide experts in agentic systems, RAG, evaluation, MLOps and DevOps. They work with you on building the solution.

Training

We teach what we deploy

Two programmes, both live and on your premises: one for the board, one for engineers and product teams.

AI for leaders and the board

Which AI initiatives to fund, scale or stop — and on what basis?

AI for engineers and product teams

How do you build products deliberately in an environment where LLMs are everywhere?

See the programmes

References

What our clients say

„For years, mBank has been synonymous with innovative banking solutions. We are one of the strongest and fastest-growing financial brands in Poland and Europe. The complexity of our operations and processes drives us to constantly seek cutting-edge solutions in data analytics, artificial intelligence, and machine learning. Our collaboration with Processifier, including the implementation of a process mining application and the integration of process data from multiple source systems, was carried out with the utmost attention to detail. We highly recommend Processifier as a trusted partner in both IT services and as a provider of tailored solutions in data analytics and process mining.”

Olga Kacprzak

IT Manager, Process Intelligence & Optimisation · mBank S.A.

mBank S.A.

„Our collaboration with Processifier involved a comprehensive analysis of the purchasing process using process mining techniques. Initially, Processifier's engineers mapped data from our SAP system into a format suitable for use with process mining analytical tools. After several iterations, we achieved results that enabled us to visualize the process across all our subsidiaries. Subsequently, in close cooperation with Processifier consultants, we conducted an in-depth analysis of the process. The insights presented in the process mining tool serve as the foundation for further efforts to optimize the P2P process. Processifier is a team of experts focused on rapidly delivering value and sharing knowledge related to the solutions they develop.”

Magdalena Kowalczyk

Continuous Improvement Manager · Veolia

Veolia

Let us talk about your process

Thirty minutes to establish whether an agent is worth reaching for here at all, and what would have to be ready on your side.

Let’s talk