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Document generation software:
built for wealth management firms

Easily generate compliant proposals, contracts, invoices, and other documents with a click of a button

How Conga Composer helped Allianz Care get time back to build key customer relationships

As an insurance company, Allianz Care produces a lot of documentation. Manual, cumbersome processes were slowing them down and taking time away from value-added tasks.  

Using Conga Composer, Allianz Care can now extract their Salesforce data to create comprehensive documents. Enhancing their tools saved them money and time, allowing them to reallocate resources and build better customer relationships. 

We automate your documentation needs so you can focus on serving your customers

Eliminate manual paperwork

Streamline and automate your account applications, agreement routing, and signature approvals.

Reduce timely tasks 

Automatically create and route client forms and documents from data and workflows within your CRM system. 

Eliminate costly errors 

Deliver complicated financial forms, contracts, and documents in record time and with fewer errors.

Compliant, secure, and private

Maintain audit trails, encrypt documents and secure transactions with Conga’s ISO/IEC27001-2005 and TRUSTe suite.

A buyer's guide: choosing the right software

Document automation can transform the way you do business, so it’s important to find the tool best suited for your organization’s needs. 

See how Conga Composer helps automate key business documents, reduce manual work, and improve data quality to give you time back for strengthening your brand and building relationships.

eBook teaser image: A buyer's guide to choosing a document automation solution for financial services

Get a demo

See how Conga Composer can transform your organization into a more nimble, productive, and profitable engine.