How Conga Composer Helped: “Conga Composer transformed how we do our documents,” said Wargo. From start to finish, she “ Conga Composer has improved efficiencies. Our associates are very said, it only took 2-3 weeks to get the first document templates happy with it, and it has freed up their time to develop client relationships up and running. The largest users are trust associates who use and accomplish more value-added projects for the company.” Composer to save time and eliminate error due to manual entry, such as transposing a name or missing a zero on a document. – KIMBERLY WARGO FINEMARK NATIONAL BANK & TRUST ASSOCIATE VICE PRESIDENT/SALESFORCE ADMINISTRATOR Meanwhile, internal associates who use Composer can, for example, click a button and get a size 10 envelope with everything preformatted on it, or generate a standard welcome letter with a new client’s information populated. Eventually, Wargo wants to bring every document the bank generates into a one-click process through Salesforce, and to integrate e-signatures. The Results: Improved efficiency Freed associates to perform more valuable tasks for their clients and the company Limited user costs while still growing year-over-year Reduced document generation process to just a few clicks FIND OUT MORE ABOUT CONGA COMPOSER > 19