With just one button, United Capital generate client proles and automates document creation Conga Composer unleashes key client data for United Capital Financial Advisers. Contact us (/contact-us) Find a partner (/nd- partner) Learning center (https://learningcenter.conga.com/) Support (/support) (/)Challenge United Capital® has made Salesforce® its central repository for condential data about the complete nancial picture of its thousands of customers. However, producing customer facing reports reecting the full breadth of the data required signicant manual effort and re-keying. Solution Conga Composer® lets United Capital users press one button to print pre-formatted client proles, advise agreements and meeting prep documents that pull data from every object in their highly cust

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