Conga Composer saves HFM Investment Advisors considerable time, while improving customer relationships HFM Investment Advisors save 1,000+ hours creating customer nancial action plans with Conga. Contact us (/contact-us) Find a partner (/nd- partner) Learning center (https://learningcenter.conga.com/) Support (/support) (/)Challenge For nearly 30 years, private and commercial clients alike have relied on HFM Investment Advisors to help plan their nancial futures. HFM delivers some of their guidance that requires accountability in the form of client action plans. These multipage documents are sent regularly to clients to highlight their personal nancial goals and the exact steps needed to reach them. HFM’s advisors had previously compiled and updated the action plans manually, which

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