Case Study: Multinational Financial Services Firm achieves more than 50% faster contract creation-to-signature with Conga Contracts

Multinational Financial Services Firm - Customer Case Study

A multinational financial services firm with more than 20 years of investment advisory experience faced a fragmented, manual contracting process: contracts were stored across shared drives and physical files, sent for signature by mail, and passed through multiple manual stages that made progress tracking nearly impossible. As the company prepared to open contracting to other departments, it needed a way to standardize workflows and centralize document management.

Implementing Conga Contracts centralized templates and a Clause Library and automated end-to-end workflows, enabling collaboration in a single interface. The change cut overall contract time from creation to signature by more than 50%, reduced clause insertion from minutes to seconds, improved reporting and version tracking, and provided data-driven insights for staffing and capacity planning.