Our demo will showcase Conga integrating with Salesforce Financial Services Cloud (FSC), however the principles also apply to Sales Cloud.
Listed below are some of the key features that will be showcased:
– Automate data collection, including the sending and collection of digital client onboarding forms.
– Enable your clients to view the status of their onboarding and view updated information live.
– Request and enable your client or your intermediaries to upload, update and manage KYC documents using powerful screen flows.
– Report and view dashboards in real-time, allowing your teams to capture the onboarding status of each client in one centralised location.
– Improve the client experience by delivering pre-populated forms to prospective clients with the information your business development teams already know about them.
– Integrate seamlessly with KYC & due diligence apps within Financial Services Cloud or Sales Cloud.