Conga Industry Insider - Financial Services

Here’s how Conga Composer can help FINANCIAL SERVICES a financial services organization like yours. Industry Insider Document Generation Streamline the document creation process using personalized templates. Document Accuracy Get the correct data into the right template. Merge data directly from any standard or custom Salesforce object or other external data sources into your documents to eliminate copy-and-paste errors. See how our partner Conga Composer tackles Document Delivery challenges in the financial services industry. Get documents into the right hands. Send directly From big-picture problems to the specific needs of to your contacts via email and save to a single source a financial advisor, Conga Composer has it covered. to maintain access to the most up-to-date versions. Conga Composer makes it easy to create beautiful and accurate digital documents using prebuilt or customized templates automatically populated with data from Salesforce or any external data source. Keep reading to learn how Conga Composer could help a financial advisor streamline document processes so he can spend more time strategizing for his clients.

The Solution Conga Composer helps boost business cycles and increase responsiveness to customers while reducing manual work — all within Salesforce. Data Accuracy The Challenge: Manual data entry results in the risk of human error, potentially compromising the integrity of financial action plans. The Solution: Conga Composer reduces the risk of human error through automation and Time Savings templatization, with data pulled directly from Salesforce. Data can also be populated into The Challenge: Generating financial action plans your Salesforce document from other systems for clients requires hours of manual data entry. for the most complete and accurate The Solution: Conga Composer automatically pulls financial plan. client information directly from Salesforce and populates all the relevant data into templates, including client contact information, action plan steps and benchmarks, and other details. Document Distribution Efficiency Increase Revenue The Challenge: As a result of the drawn out, manual data gathering involved in financial action The Challenge: When the majority of time plan production, plans would only be sent to clients is spent on activities unrelated to twice a year. This involved a time-consuming process relationship-building, like manually creating of manually filling out a document and emailing documents, there's not enough time in the day a PDF to clients. to focus on what really matters — spending time The Solution: Conga Composer enables you to send with current clients to expand their use of your documents automatically to multiple contacts with the business and sourcing new clients. click of a button. Send an updated document to your The Solution: Conga Composer allows financial clients as often as they like or as needed in advisors to focus on ways to help your current a few seconds. clients and provides more time to advise additional clients, increasing your book of business, therefore increasing revenue.

The Scenario Conga Composer solves Andy’s challenges by helping him to: In this example, let’s imagine how a financial advisor uses Conga Composer to send consistent and personalized Save time. documents that elevate his company’s Conga Composer has helped Andy reduce the time it brand and delight his customers. takes him to develop financial action plans from one hour to 30 seconds. Improve customer communications. Andy can now send financial action plans more frequently — from twice annually to once every eight weeks (or as needed or wanted by the client). Andy Increase productivity. With Conga Composer, Andy has eliminated up to Financial Advisor 20 hours per week of manual data entry for the financial advisor team. Developing financial action Eliminate errors. plans involving lots of manual Conga Composer has helped Andy improve data accuracy processes consumes most of and quality in the documents he sends. Andy’s day. He needs to His Goals: His Challenges: streamline so he can spend • Save time developing • Time-consuming manual more time strategizing for his financial action plans processes clients and developing • Send out financial plans • Manual tasks introduce relationships with new clients. more frequently opportunities for human error • Improve data accuracy • He is only able to send financial • Free up time to build action plans out twice a year Learn more about Conga Composer relationships with new clients • He doesn’t have enough time to meet with new clients