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.