• CONTRACT MANAGEMENT FOR FINANCIAL SERVICES
  • Overcome regulatory and operational hurdles

    The smarter way to manage contracts, billing, and compliance with Conga’s document automation for financial services

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    The preferred financial contract management software worldwide

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    Simplify workflows and safeguard financial documents

    Financial services face constant pressure to manage complex contracts and maintain operational efficiency—all while delivering exceptional customer experiences. Manual processes and fragmented tools only add to the strain.

    Conga transforms these challenges into revenue opportunities. By unifying contract data, billing, financial document automation, and compliance on one platform, Conga empowers organizations to automate workflows, centralize data, and scale effortlessly—meeting regulatory demands and exceeding client expectations.

    Transform client relationships with an efficient document management system for financial services

    Simplify financial operations to stay ahead in a demanding industry. The Conga Advantage Platform empowers your team to handle complex documents, meet industry demands, and drive measurable growth.

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    Navigate compliance with confidence

    Non-compliance costs more than just penalties—it risks your reputation and trust. Conga streamlines your regulatory workflows and generates audit-ready reports in minutes.

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    Onboard clients without delays

    Slow onboarding results in lost clients and revenue. Conga speeds up account setup and approvals with automated workflows and eSignatures, turning tedious paperwork into a seamless, client-first experience.

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    Protect data integrity

    Inaccurate data directly threatens compliance and client trust. Provide access to only authorized users with role-based permissions, automated checks, and centralized storage.

    Financial services automation tools to tackle compliance and data challenges head-on

    Manual and time-consuming processes can't keep up with the finance sector's demands to maintain client trust and regulatory adherence. Conga’s solutions keep your business running smoothly and protect your data, whether you need banking financial document automation or an integrated eSignature tool.

    From quoting to renewal: RLM built for financial services

    Conga’s Revenue Lifecycle Management (RLM) platform connects every stage of your revenue journey—from financial document automation to billing—ensuring your team stays agile and compliant.

    Renew and Expand

    Identify up-sell opportunities, automate renewals, and drive client retention.

    Empower technology with Revenue Lifecycle Management

    Propose and Quote

    Deliver accurate proposals and pricing models tailored to client needs.

    Manage and Fulfill

    Track obligations, deliver on commitments, and ensure compliance with built-in invoicing tool.

    Negotiate and Execute

    Streamline contracting processes and agreement execution with automated workflows and secure eSignatures.

    Get the best financial services document management results with Conga

    See how leading organizations in financial services have optimized their workflows with Conga’s solutions. 

    5K+ Tasks automatically delegated

    Products used:

    Conga Orchestrate

    Conga Orchestrate turned our CRM from a Roladex into a member of the team—a taskmaster who makes things happen!

    Lars Phillips
    Partner and Lead Advisor
    @ Avier Advisors
    Finance workers

    20+ Hours of manual data entry saved every week

    Products used:

    Conga Composer

    We deliver a high level of service through engagement and communication to our clients regarding their accounts and financial plans. 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.

    Jason Gabrieli
    Financial Advisor
    @ HFM Investment Advisors
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    100K+ Documents or letters generated monthly

    Products used:

    Conga Composer

    Once the customer takes out their loan with us, all of the documents that we generate through Conga are automated. It has proven so successful that we now use Conga to generate around 100,000 documents or letters every month.

    James Nash
    Product Owner
    @ Oodle Car Finance
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    Ready to eliminate workflow friction with automated document processing for financial services?

    Drive measurable results with Conga’s solutions for contract management for financial services.

    Frequently Asked Questions

    • How does Conga’s document management system for financial services help with regulatory compliance?

      Conga’s solutions for document automation for financial services make sure your organization meets industry standards such as GDPR and other region-specific regulations. 

      Our platform prevents unauthorized changes and maintains document accuracy by enforcing:

      • Pre-approved templates
      • Automated version control
      • Role-based permissions 
      • Detailed audit trails
      • Secure eSignatures
      • Integrated compliance checks.
    • Can Conga’s financial contract management software scale for global institutions?

      Yes, Conga’s contract lifecycle management system is built to scale with the growing complexity and size of global financial organizations. Whether managing multiple subsidiaries, navigating multi-jurisdictional contracts, or handling high volumes of transactions, Conga adapts seamlessly with benefits like:

      • Global contract standardization: Maintain consistency with multi-language support and jurisdiction-specific templates.
      • High-volume document automation: Generate, approve, and store thousands of contracts or invoices efficiently.

      Integrated systems: Connect Conga to existing CRMs, ERPs, and industry-specific platforms for unified workflows across all regions.

    • How can Conga’s CLM for financial teams improve client onboarding processes?

      Conga accelerates client onboarding by eliminating manual processes—creating a faster and more accurate experience—for both teams and clients with:

      • Financial document automation: Create on-brand client agreements and onboarding forms with pre-approved file templates.
      • Integrated eSignature capabilities: Capture client approvals quickly with Conga Sign, expediting onboarding.
      • Centralized document storage: Access all client-related documents in a single place for easy tracking and compliance purposes.
    • Does Conga integrate with financial services-specific systems?

      Absolutely. Conga’s open API offers seamless integration with industry-specific platforms without disrupting your existing tools. From CRMs like Salesforce to ERPs and proprietary systems, Conga connects your data and review processes into a centralized platform.