FINANCIAL PROCESS AUTOMATION

Overcome regulatory and operational hurdles

The smarter way to manage statements, signups, contracts, billing, and compliance—with Conga’s financial services solutions

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The preferred financial contract management software worldwide

  • AXA logo
  • cotality 2
  • HFM Investment Advisors logo

Efficient, compliant processes made easy

Conga empowers financial institutions to simplify operations, automate complex workflows, ensure compliance, and deliver exceptional client experiences in a rapidly evolving industry. 

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Effortless regulatory control

Non-compliance risks more than just fines—it threatens trust. Conga simplifies complex regulatory workflows and delivers error-free documents, no matter the scenario. 

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Faster client delivery

Deliver timely, personalized communications with Conga’s fast setup and scalable tools—designed to keep financial services responsive and client-focused. 

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A modern client experience

Replace paper with instant, personalized digital communications. Conga helps financial services meet client expectations and compete in a fast-moving digital world. 

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

Manual processes simply can't meet the growing demands of the finance sector. Conga ensures smooth operations and data protection with banking document automation and integrated eSignature to maintain client trust. 

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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Streamline financial services with automated document processing

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

Frequently asked questions

  • 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.
  • 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.
  • 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.
  • 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.