As you know, in the finance industry it’s all about the customer. But it’s hard to cultivate and nurture client relationships when you’re buried in paperwork or slowed by inefficient processes. Discover new efficiency via Digital Document Transformation that lets you devote more time to nurturing relationships and growing your business.
The customer comes first—that’s the bottom line.
Your clients invest in your expertise and capabilities. Give them the ROI they expect by delivering a high-touch experience made possible with greater efficiency on your end.
Engage your clients
Merge Salesforce data into highly tailored and data-rich proposals that keep clients informed—and impressed. Also, communicate in real time with consolidated, up-to-date information stored in a central repository.
Streamline your processes
Easy-to-use, scalable document creation and management solutions accelerate and simplify workflows, so you can complete financial forms, contracts, and documents in record time and with fewer errors.
Step up your security
Protect sensitive client and institutional data while complying to the latest laws and industry regulations. Our commitment to security gives you confidence while delivering the level of protection your business requires.
FineMark Bank saves time—and gives it to clients.
FineMark Bank prides itself in putting the customer first. But mountains of manual documentation can mire associates in paperwork and result in less face time with clients. By digitizing documents and data management with Composer, FineMark saves several hours every day and allows work hours to be spent where they matter most—with clients.
Without Conga’s ability to automate essential document creation, updating, and delivery, we’d have to hire a part-time employee to do it all manually and it would be difficult to run our business effectively and efficiently.
CFP, Investor Coach, HFM Investment Advisors, LLC
PensionBee reduces risk by reducing errors.
London-based PensionBee offers customers an easier way to manage pensions online. Obviously, when dealing with something like a person’s pension fund, human errors are a no-no. That’s why the company relies on Conga solutions to automate processes and document generation. With Conga, PensionBee drastically reduces errors, minimizes risk, and provides a more seamless customer experience.
Everyone knows the value of data in today’s world, and perhaps no industry knows this as well as Financial Services. But easy access to the right data is still a challenge. United Capital uses Composer to create data-driven, formatted, fully digital client profiles with the push of a button. It saves a ton of time and helps the institution use key data to serve clients better.
We’re lucky to work with cool organizations of all sizes, industries, and locations, including those featured here and many others. See how we’re helping them turn documents, contracts, and eSignatures into a competitive edge.
We needed to select merge templates from a user’s PC, not Salesforce. I called Conga, and the next day it was in the product. That’s when I knew we’d partnered with the right company. I’ve never worked with a better company. Conga, I wish I could give you higher than 5 out of 5.