SPEND TIME ON WHAT MATTERS AT HUNTINGTON NATIONAL BANK...YOUR CLIENTS.

DELIVER
HIGH-TOUCH EXPERIENCE
WITH EVERY CLIENT
SIMPLIFY
CLIENT ONBOARDING
MANAGE
CLIENT PORTFOLIO
REPORTING

With Conga’s intelligent automation, you can spend more time taking care of your clients than taking care of spreadsheets.

By introducing intelligent automation for Salesforce, 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 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 Sales

Aberdeen Group: Sales Productivity in Financial Services

eBook
For Sales

Major Sales Pitfalls in Financial Services

Datasheet
For Sales

Conga Composer For Financial Services

Industry Research
For Legal

SANS Institute Report: Understanding Security Regulations in Financial Services

Datasheet
For Legal

Conga Contracts for Financial Services

eBook
For Legal

A Business Case for Contract Management in Financial Services

Blog

Maintaining Trust in the New Digital Economy

Case Study

United Capital

Case Study

FineMark National Bank & Trust

Video
For Legal

Conga Contracts

Overview Video

 

Video
For Sales

Conga Composer

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