DELIVER
HIGH-TOUCH EXPERIENCE
WITH EVERY CLIENT
WITH EVERY CLIENT
SPEND TIME ON WHAT MATTERS...YOUR CLIENTS.
SIMPLIFY
CLIENT ONBOARDING
MANAGE
CLIENT PORTFOLIO
REPORTING
REPORTING
With Conga’s intelligent automation, you can spend more time taking care of your clients than taking care of spreadsheets.
By introducing document generation, you’ll be able to save hours each week spent on manual, administrative tasks and put those hours back into strengthening client relationships.
Financial institutions and insurance providers that have implemented Conga’s document and contract generation solutions have experienced:
- Keeping client information safe, secure and reducing human error
- Shifting time from document generation to client relationships
- The ability to easily update contract clauses as regulations change
Industry Research
For Legal
SANS Institute Report: Understanding Security Regulations in Financial Services
Case Study
FineMark National Bank & Trust: Conga Composer Improves Document Process
MEET WITH A CONGA SPECIALIST
“There were 4-5 people that spent 12-16 hours a week manually inputting information into documents. It was a very long, tedious process that our staff had to overcome. When we brought Conga on, and I explained how simple this would be with simply a button click – that it would pull all of the information out of our Salesforce platform – there was an aha moment.”
– Kim Wargo, Associate Vice President, Salesforce Administrator
FineMark National Bank & Trust