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.
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.
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.
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.
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.
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.
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
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
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
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
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Can Conga help us manage contract obligations and deadlines?
Yes, Conga simplifies contract obligation management and deadlines with:
- Streamlined tracking: Automatically monitor obligations, deadlines, and milestones in a centralized system.
- Proactive notifications: Receive automated reminders for key contract dates, ensuring no deadlines are missed.
- Actionable insights: Use AI-driven tools to identify high-priority obligations and mitigate risks efficiently.
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How customizable are Conga’s contract templates for specific legal requirements?
Conga offers highly customizable contract templates that adapt to your unique legal needs. You get:
- Tailored templates: Modify templates to include custom clauses, fallback terms, or compliance standards.
- Dynamic updates: Apply changes organization-wide, ensuring all contracts align with evolving legal requirements.
- Integrated workflows: Link customized templates directly to approval processes, making them part of an automated system.
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Can Conga’s legal document management software meet global compliance for multi-jurisdictional contracts?
Yes. Conga’s legal document management software allows multi-jurisdictional compliance by providing tools that cater to different regional and global legal standards, such as:
- Multi-lingual capabilities: Draft contracts in multiple languages based on the region you’re in.
- Regulatory insights: Highlight compliance risks tied to specific jurisdictions automatically with AI
- Audit trails: Maintain detailed records of contract activities for regulatory reporting and legal validation.
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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.