Conga for Financial Services
Maximize The Value of Your Salesforce Investment for Greater Client Relationships

The financial services industry is built on customer service. Institutions like Banks, Insurance Companies, and Wealth Managers are only as good as the relationships and trust they form with clients and must take advantage of every opportunity to engage with their clients in a meaningful way. In order to stay competitive and create new growth opportunities, the Financial Services industry must continue to innovate and implement new tools and processes that give them a leg up on the
competition and a direct line of communication to their clients.

For more than a decade, Conga has provided enterprise-grade solutions to address challenges throughout the financial industry and lists a third of the Fortune 100 as customers. With the industry leading document generation solution, Conga gives businesses peace of mind that information is digitally secure, that brand and message are protected and that client communication is timely and error free.

With solutions that address data management, document generation, contract lifecycle management and reporting, Conga has the financial industry covered with secure solutions that address the challenges common to this unique industry such as:

• Handling of sensitive client information
• Timely communication
• Urgent data management adjustments
• Real time reporting and insight

WITH CONGA YOUR BUSINESS BENEFITS FROM:

BOOSTED CLIENT ENGAGEMENT
• Deliver a high-touch experience based on personal and contextual knowledge of each client.
• Merge Salesforce data into highly tailored and data/image rich client proposals and reporting.
• Communicate real time.
• Address analyst churn immediately.

INCREASED DATA MANAGEMENT
• Increase user adoption of Salesforce across the enterprise with data management that makes it easy to view, edit, and act on data information in Salesforce.
• Rule based data management that protects your business.
• Mass update to make quick edits due to changes in account ownership.

PROTECT BRAND AND MESSAGING
• Demonstrate lower regulatory risk with control access, templated content, format and delivery of sensitive information.
• Remove copying and pasting activities that lead to errors.
• Regulate template and version control.

ADDRESS SECURITY & COMPLIANCE CONCERNS
• Automate digital record keeping.
• Remove paper files from the office.
• Increase record keeping and file retrieve process.

STREAMLINED BUSINESS PROCESS
• Drive efficiencies in the way you create, report and deliver communications from client onboarding to portfolio reporting.
• Automate repeatable processes that create more valuable face time clients and less time on administrative tasks.
• Eliminate time wasted on non-revenue generating activities.

SIMPLE USE CASES:

WEALTH MANAGEMENT
• Investment Proposals
• New Account Management
• Know Your Customer Form
• Investment Portfolio
• Regulatory Disclosures

COMMERCIAL BANKING
• Account Agreement
• Loan Underwriting Summary
• Account Statements

INSURANCE
• Insurance Applications
• Policy Delivery
• Riders and Disclosures
• Insurance Coverage Summary

RETAIL
• New Account Opening
• Loan/Line of Credit Agreement
• Banking Disclosures

INVESTMENT BANKING
• New Account Setup Forms
• Due Diligence Summary
• Transfer of Assets
• Product Summary