Case Study: United Capital achieves one‑button client profiles and automated document creation with Conga Composer

With just one button, United Capital generate client profiles and automates document creation

United Capital, a financial advisory firm managing the complete financial profiles of thousands of clients in Salesforce, faced a time‑consuming reporting problem: producing client‑facing reports and documents required extensive manual effort and re‑keying across a highly customized data model.

By deploying Conga Composer, United Capital enabled one‑button generation of pre‑formatted Word client profiles, advice agreements and meeting‑prep documents that pull data from every Salesforce object without custom programming. The change automated mail merges and meeting materials, eliminated template management and process latency, and saved the firm the equivalent of 25% of a full‑time employee annually.

United Capital

Brandon Gage

SVP, Information Technology