Concept Dive: Conga for PractiFI

At PractiFI we believe in surrounding awesome with more awesome. That’s why our ecosystem of integration partners is built entirely of best-of-breed point solutions, specifically chosen to drive amazing efficiencies in financial services.

Introducing Conga, the document generation tool of choice integrated into PractiFI.

 

CongaLogo

 

What is Conga?

Conga is the number one document generation on the salesforce.com AppExchange. Nobody generates documents like those guys.

How does it work?

Conga takes the documents you use every day, in the formats you’re used to using (Word, Excel, Powerpoint, PDF) and lets you turn these into powerful, data-driven merge templates.

In a PractiFI context, this means you can use the data you already have to generate all of your important documents at the click of a mouse. With a click or two you can produce common advice documents like:

  • Reverse fact find
  • Record of Advice (ROA)
  • Authority to proceed
  • Financial Disclosure Statement (FDS)
  • Review reminder letters
  • Policy update notifications

In fact, you can even populate fillable PDFs, such as application forms, given to you by insurers, banks or other organisations.

But what does it all mean?

Picture a world where documents create themselves. A world where those documents can be automatically delivered for an e-signature. A world where those signed documents appear, right back in PractiFI. Right where you need them.

This is the reality of what Conga for PractiFI can do right now, especially if you introduce Docusign into the mix.

Want to get started?

Get in touch to learn more about how to get started with Conga for PractiFI.