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.
Resources for optimized financial services operations
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How banking process automation drives operational efficiency BlogDocument automationHow banking process automation drives operational efficiency
In recent years, the financial services industry has been marked by economic uncertainty, evolving customer demands, and the rapid emergence of transformative technologies. For traditional banks, competition has never been fiercer. Not only must they compete with one another but also with innovative digital-first fintech challengers.08/05/20245 min read -
Buyer's guide to document automation software for financial services GuidesDocument automationBuyer's guide to document automation software for financial services
Save time, reduce manual work, and generate error-free, on-brand documents to manage financials and boost your bottom line—with the right software by your side.With Conga Composer, you have the power to enhance your brand and exceed your customers' expectations.03/11/20245 min read -
DORA for Financial Institutions infographic GuidesCLMDORA for Financial Institutions infographic
Today’s sales teams are under pressure to deliver results daily—but they’re often hindered by slow, manual document processes and long sales cycles.10/23/20242 min read -
Four common sales pitfalls for financial services—and how to avoid them GuidesDocument automationFour common sales pitfalls for financial services—and how to avoid them
Sales in financial services are increasingly competitive, with various factors vying for salespeople's attention. However, focusing on clients' needs is crucial in today's challenging market. The financial industry is built on client service, and the digital revolution makes tailored customer service even more critical.10/10/202020 min read
Frequently Asked Questions
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How does Conga’s document management system for financial services help with regulatory compliance?
Conga’s solutions for document automation for financial services make sure your organization meets industry standards such as GDPR and other region-specific regulations.
Our platform prevents unauthorized changes and maintains document accuracy by enforcing:
- Pre-approved templates
- Automated version control
- Role-based permissions
- Detailed audit trails
- Secure eSignatures
- Integrated compliance checks.
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Can Conga’s financial contract management software scale for global institutions?
Yes, Conga’s contract lifecycle management system is built to scale with the growing complexity and size of global financial organizations. Whether managing multiple subsidiaries, navigating multi-jurisdictional contracts, or handling high volumes of transactions, Conga adapts seamlessly with benefits like:
- Global contract standardization: Maintain consistency with multi-language support and jurisdiction-specific templates.
- High-volume document automation: Generate, approve, and store thousands of contracts or invoices efficiently.
Integrated systems: Connect Conga to existing CRMs, ERPs, and industry-specific platforms for unified workflows across all regions.
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How can Conga’s CLM for financial teams improve client onboarding processes?
Conga accelerates client onboarding by eliminating manual processes—creating a faster and more accurate experience—for both teams and clients with:
- Financial document automation: Create on-brand client agreements and onboarding forms with pre-approved file templates.
- Integrated eSignature capabilities: Capture client approvals quickly with Conga Sign, expediting onboarding.
- Centralized document storage: Access all client-related documents in a single place for easy tracking and compliance purposes.
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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.