PensionBee developed processes with Conga Composer, which 'saved us a huge amount of time, and a huge amount of work'

Diplomatic Language Services (DLS) is a provider of language services to the federal government, military, and the private sector. Providing linguists at all clearance levels in over 85 languages and dialects, they have an ever-growing number of clients and contracts to protect.

Challenge

Financial service firm Mount Yale Capital Group deals with multiple accounts per person, per household. This amounts to a lot of layers and, subsequently, a lot of documentation.

To create the document, team members would work in Microsoft Word, make a PDF of the document, print out a hard paper copy and put it in a file.

ChallengeGlobal insurance company Allianz works not only to insure individuals and families, but also organizations of all sizes. After about a year working in Salesforce, the Allianz Care team realized they needed another tool to transfer the data into documents — and, as an insurance company, they produce a lot of documentation.