With Conga Composer, Grid, and Sign, Mount Yale Capital Group has all data easily manageable in one spot Mount Yale went from impossible to entirely attainable with Conga Contact us (/contact-us) Find a partner (/nd- partner) Learning center (https://learningcenter.conga.com/) Support (/support) (/)Challenge Financial service rm Mount Yale Capital Group deals with multiple accounts per person, per household. This amounts to a lot of layers and, subsequently, a lot of documentation. To create the document, team members would work in Microsoft Word, make a PDF of the document, print out a hard paper copy and put it in a le. Then, they’d mail it out to account holders with sticky notes directing them to sign in particular spots, and customers would have to then send it back. This create

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