Banking master class: part one

How to gain a Revenue Advantage through automation

Business impact on simplifying and automating critical financial documents
How a company CTO leveraged document automation to scale their firm’s revenue by 5x in 3 years
3 key features of document automation that are helping banks realize immediate ROI
Live demo: watch the creation and eSign of a financial agreement in under 60 seconds

Register for the webinar

In banking, no matter your department, no matter your role, you know  the ability to generate and deliver secure, on-brand, accurate financial documents is critical to your firm’s success. And, in addition to that, time is directly tied to revenue when creating, sending, and retrieving electronic signatures.

That’s why Conga created this Banking master class series. Our mission is to deliver a tactical, educational, and actionable webinar experience so you can leave with the knowledge and resources you need to help your firm gain a Revenue Advantage in your documentation processes.

In this first session, Conga welcomes SVP and Chief Technology Officer at the Cooperative Finance Association, Doug Richards; and Financial Associate Preston Pellegrini of Pellegrini Financial. Together, we will tackle the business impact of automating critical financial documents like loan agreements, financing statements, and account openings. You'll also hear real-life success stories from Doug and Preston as they share how they championed their firms through document automation. Lastly, we’ll share three key features of document automation helping businesses realize immediate ROI.  

But we’re not done there...stick around for a live demo where we create, send, and eSign a financial agreement; all in under 60 seconds!

Presented By:

Doug Richards headshot
Doug Richards
SVP, Chief Technology Officer Cooperative Finance Association
Preston Pellegrini headshot
Preston Pellegrini
Associate Pellegrini Financial
Brad Brochocki headshot
Brad Brochocki
Sr. Product Marketing Manager Conga