Conga Composer saves HFM Investment Advisors considerable time, while improving customer relationships

Challenge

For nearly 30 years, private and commercial clients alike have relied on HFM Investment Advisors to help plan their financial futures. HFM delivers some of their guidance that requires accountability in the form of client action plans. These multipage documents are sent regularly to clients to highlight their personal financial goals and the exact steps needed to reach them. HFM’s advisors had previously compiled and updated the action plans manually, which involved maintaining various spreadsheets, copying and pasting data into a document, formatting the report, and sending a PDF to the clients. All told, each report could take as long as an hour to produce, and a separate report had to be created for more than 150 clients twice during the year. HFM’s team is small, and producing these reports was a significant drain on their resources.

Solution

The firm turned to Conga Composer to help improve efficiency, reduce manual data entry, and increase the overall quality of its customer financial action plans. With Conga, HFM created a number of custom document templates to be used for initial client onboarding and to facilitate the creation of their action plans. Rather than the advisors manually creating each report from scratch and updating spreadsheets each time, Composer does the work for them. Using Composer, the HFM team mobilizes document templates to automatically pull client information directly from Salesforce and populate all the relevant data — client contact information, action plans steps and benchmarks, and other details — with the click of a button.