Banking master class: part two | Conga

What you'll learn

• The number of financial documents your organization creates each year: This includes a variety of financial documents such as loan agreements, customer onboarding materials, statements, and more.
• The time it takes to generate these documents: Depending on how your organization creates these documents, this is a rough estimate of how long document generation currently takes.
• The number of data sources used: Your organization may have multiple systems of record like customer relationship management (CRM), enterprise resource management (ERP), etc. Each one is used to store data and populate financial documents.
• The number of signatures captured each year: Signatures are required on countless banking documents and must be captured from all relevant parties.
• The number of staff members involved with creating and sending documents: Your organization needs a variety of staffing roles to support your documentation needs.

Topics covered