- Simplifying client onboarding
- Managing client portfolio reporting
Conga for Financial Services
Learn about Conga Composer – the top-rated document generation app for Salesforce.
“All of the client information was being manually input into a word document and that was just not efficient. Four or five people spent about 12-16 hours per week manually inputting information into these documents. 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 a-ha moment.”
Finemark National Bank & Trust