Intelligent Automation for Financial Services

Presented by

Jason Gabrieli Investor Coach at HFM Investment Advisors, Dominic Ionadi Salesforce Consultant, Kimber Spradlin VP, Cogna

About this talk

Financial Services is built on customer service, strong client relationships and trust. However, financial professionals are spending hours each week on manual, administrative tasks that could be better spent serving their clients. Watch to learn the modern challenges faced by financial services professionals and how automation technology is disrupting the industry by shifting time from document generation to client relationships while keeping client information safe, secure and reducing human error. Hear stories from two industry experts who transformed their business processes with intelligent automation.

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Conga helps businesses get more value from their Saleforce CRM, by automating documents and accelerating sales. The Conga Suite of products, which includes Conga Composer, the #1 paid application on the Salesforce AppExchange, increases the value of the Sales Cloud by simplifying and automating data, documents, contracts and reporting. As a Salesforce Platinum Partner, Conga has built a base of more than 550,000 users, in 45+ countries, across all industries. Thousands of organizations rely on Conga daily to manage and simplify critical business processes.