PensionBee developed processes with Conga Composer, which 'saved us a huge amount of time, and a huge amount of work'
PensionBee uses automation to reduce the risk of human error.
Table of contents
Related Stories
-
Conga helps Elsevier to transform its global quote-to-cash processes Customer storiesCLMConga helps Elsevier to transform its global quote-to-cash processes
Research publisher and information analytics provider chose Conga to optimize business processes and reduce overall contract generation time03/24/20222 min readRead now -
Diplomatic Language Services takes the manual work out of contracts with Conga Composer and Conga Sign Customer storiesDocument AutomationDiplomatic Language Services takes the manual work out of contracts with Conga Composer and Conga Sign
Diplomatic Language Services (DLS) is a provider of language services to the federal government, military, and the private sector. Providing linguists at all clearance levels in over 85 languages and dialects, they have an ever-growing number of clients and contracts to protect.01/04/20235 min readRead now -
With Conga Composer, Grid, and Sign, Mount Yale Capital Group has all data easily manageable in one spot Customer storiesDocument AutomationWith Conga Composer, Grid, and Sign, Mount Yale Capital Group has all data easily manageable in one spot
Challenge
Financial service firm Mount Yale Capital Group deals with multiple accounts per person, per household. This amounts to a lot of layers and, subsequently, a lot of documentation.
To create the document, team members would work in Microsoft Word, make a PDF of the document, print out a hard paper copy and put it in a file.01/28/20213 min readRead now -
IZIVIA streamlines signature process with Conga Sign API Customer storiesDocument AutomationIZIVIA streamlines signature process with Conga Sign API
IZIVIA is a key player in the electric vehicle movement in France, managing more than 25,000 charging points.04/16/20243 min readRead now