Conga for Financial Services

We talk to legal professionals in the financial world every day who are challenged with the following:

  • Long negotiation cycles with multiple departments involved in every approval
  • Increasing time to signature
  • Digitalizing contracts with e-signature
  • Safeguarding personal client information and reducing risk

With Conga Contracts, our customers are gaining visibility and control over all the contracts in their organization, while simplifying and accelerating the creation and negotiation process. In just a few short weeks, your company can streamline the complete contract management lifecycle with a robust repository, granular security controls, flexible routing and approval rules, and reports that are automatically generated and emailed to drive business forward.

Learn about Conga Contracts – the contract lifecycle management solution for Salesforce.


“In our trust department, their day is focused on client relationships so they can sit and spend more time with their client as opposed to sitting and spending more time generating documents.”

—Kim Wargo, VP, Salesforce Administrator
Finemark National Bank & Trust

See it in Action! Request a Demo.