Case Study: HFM Investment Advisors achieves 1,000+ hours saved and 30‑second client action plans with Conga Composer

HFM Investment Advisors save 1,000+ hours creating customer financial action plans with Conga

HFM Investment Advisors, a nearly 30‑year wealth management firm, relied on multipage client action plans to track goals and next steps. Those reports were created manually—pulling data from spreadsheets, copying and pasting into documents, formatting and exporting PDFs—which could take up to an hour per report for more than 150 clients twice a year, placing a heavy burden on the small advisory team.

By deploying Conga Composer with custom templates that pull client data directly from Salesforce, HFM automated document creation and delivery. The firm cut plan production from about 1 hour to 30 seconds, increased communication cadence from twice a year to every eight weeks, eliminated up to 20 hours of weekly manual work (1,000+ hours saved overall), and improved accuracy and client engagement.

HFM Investment Advisors

Jason Gabrieli