Now more than ever, with today’s fast-paced wealth management landscape, staying ahead of the curve is crucial for firms looking to keep a competitive edge. When it comes to document generation and management, Conga Mix is a game-changing tool that firms can use to help automate and streamline Client onboarding and custodial paperwork.
Firms can leverage this tool to create, edit, and manage documents using information they’ve already gathered from their clients. To sweeten the deal, Conga Mix uses the Quik! Forms library of forms, so advisors never have to worry about having the most up-to-date Custodial or Broker Dealer paperwork for their clients.
In the Wealth Management industry, firms often find themselves dealing with a lot of paperwork, including client agreements, investment proposals, compliance documents, and more. Conga Mix is a great tool firms can leverage in the following ways:
- Compliance Documentation: Compliance is a crucial aspect of the financial industry. With Conga Mix, wealth management firms can generate and manage compliance documents, ensuring that all required forms and disclosures are included in client interactions.
- Client Onboarding: With Conga Mix, firms can streamline the onboarding process by automatically generating all the necessary paperwork and documentation for new clients, such as account setup forms, risk assessment questionnaires, and legal disclosures.
- Streamlining the Internal Processes: Conga Mix can be used as part of a structured workflow process that is built and accessed from within Salesforce, making client processes streamlined and more efficient.
- Electronic Signatures: In today’s digital age, Conga Mix takes client interactions to the next level by seamlessly integrating electronic signature capabilities, allowing clients to securely sign documents online. This helps to expedite the process and reduces the need for physical paperwork.
If you’re looking for a way to streamline your document generation and management processes, then Conga Mix is the strategic asset you need to thrive in the competitive, ever-evolving wealth management landscape. It’s the solution that can save you both time and money, improve compliance, and enhance the client experience.
Want to find the best way to implement Conga Mix for your firm? Let Mosaik help. We have the resources and expertise to make the implementation process easy and can show you how to get the most out of Conga Mix.
