Document automation for asset management
Automate your financial agreements, statements, and reports to delight your clients
The leading document automation provider
Global companies rely on Conga to deliver profitable growth. Read their stories by clicking below.
The fast and secure way to manage your financial documents
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.
Watch how Conga Composer helps teams streamline agreements and save time
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.
Conga Composer is rated a leader for a reason
G2 awards badges to products that rank as a leader or high performer in the G2 Grid®️ Reports. The exclusive Users Love Us badge is earned after collecting over 20 reviews with an average rating of above 4.0 stars. Start your demo today see how the most popular document generation solution can help your business realize revenue.
Maintain compliance and security with Conga Composer
Conga is committed to helping you achieve and maintain the trust and confidence of your clients. That's why our dedicated, in-house security and privacy team enables our customers to meet compliance, data protection, and regulatory obligations from around the globe.
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. That's why we created a buyer's guide to choosing the right document automation tool for financial services. See how Conga Composer can provide you with a reliable, fast, and secure way to manage your documentation requirements.
Get a demo
See how Conga Composer can transform your organization into a more nimble, productive, and profitable engine.