Digitally transform your client onboarding with Salesforce & Conga


Session Information

In this session, we demonstrated how the Salesforce platform, along with apps such as Conga and RiskScreen can be used for back office operations, in addition to the front office sales and service tools that most users are very familiar with. The suite of products we showed was used to accelerate the compliance and client onboarding functions, with the following key operational outcomes:

  • Less time spent trying to win business with clients that won’t pass compliance processes.
  • Enhanced client experience. The onboarding documents that clients receive are already partially complete with information we already know about them.
  • Time saved from administrators needing to enter data into (sometimes multiple) systems.
  • Ability for clients to self-serve and track the progress of their application status.
About Comnexa

For over a decade, our founders had used Salesforce within the businesses they worked at and witnessed first hand the success it can bring to an organisation. Comnexa was founded in 2016 with the ambition to help more businesses harness the power of Salesforce and drive sales, marketing, operational and administrative efficiencies. Today we are driving businesses forwards by putting Salesforce at the centre of their universe, helping them process and analyse key business data from a central source of truth and ultimately operate in a strategic and data driven manner.

We predominantly work with Financial and Professional Services businesses because this is what we know best. A number of our team started their careers in the financial services industry before training in Salesforce and so we understand the challenges faced by businesses and speak their language.

As we’ve grown and developed implementation experience, we have developed accelerators and project methodologies we can guarantee lead to success. Our experiences include working with businesses across several jurisdictions, time zones, and regulatory environments and for whom client data security is their top priority. We believe this means we can offer our clients a unique proposition and an efficient road to success.

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