Conga for Financial Services

We work with financial services professionals every day who struggle with these three issues: 

  • Delivering a high touch experience with each and every client
  • Simplifying client onboarding
  • Managing client portfolio reporting

With Conga Composer, you can spend more time on what really matters, your clients. By introducing document generation, financial institutions are able to save hours each week spent on manual, administrative tasks and put them back into strengthening client relationships. 

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.”

—Kim Wargo, VP, Salesforce Administrator
Finemark National Bank & Trust

See it in Action! Request a Demo.