Case Study: Cooperative Finance Association achieves 50% faster quote creation and streamlined communications with Conga

Document automation supports growth for Cooperative Finance Association

Cooperative Finance Association (CFA), a Kansas City-based provider of financial products and services for the agricultural industry, needed a better way to manage labor-intensive customer communications and document processes as it grew rapidly. Its existing email-based workflow made it hard to track document status, reduce errors, and scale communications while maintaining the high-touch customer service that defines the business. CFA turned to Conga, using Conga Composer to address these challenges.

With Conga Composer, CFA centralized templates, automated document generation and email communications, and created repeatable processes that integrated with existing tools. The result was a 50% reduction in quote creation time, along with communications efficiency gains of 50-100% and a significant boost in accuracy and employee productivity. According to CFA, Conga helped speed approvals, reduce manual work, and improve customer satisfaction by freeing staff to spend more time with customers.

Cooperative Finance Association

Doug Richards

Senior Vice President