Start from the document you have
Use your existing client service agreement as a starting point. AI proposes merge fields, conditional sections, and signature blocks for your team to review in Word.
Financial Services
Prepare client agreements with consistent details.
Bring client entities, selected services, approved fees, and supporting schedules into documents your teams can review. Maintain approved templates in Word as products and service arrangements change.
Review one document workflowStart with one document and a synthetic example.
Explore the workflow
Explore your industry
Find the documents your team works with
See the agreements, forms, and schedules for your part of the industry.
OpusDocs AI for Financial Services
Put AI to work on your client agreement packet.
Prepare templates for documents such as client service agreement and fee and service schedule. Use AI assistance to draft, adapt, and review the content your team maintains in Word.
Find fields. Explain the variations.
Find Salesforce fields for client entity, services, approved fees and effective dates. Describe rules for selected services and approved regional wording and review AI’s suggested logic.
Catch template issues before release
AI Review flags potential hardcoded values, blanks, obsolete fields, and missing signature tags. Review findings beside the relevant text in Word and decide what to change.
AI prepares. Your team approves. Your team approves the wording, field mappings, conditions, and final release.
From source records to the next handoff
Keep the document work connected
Use the approved records
Map the Salesforce accounts, opportunities, custom objects, and related records needed by each document. Identify the source of the values and the point when they are ready.
Maintain the wording in Word
Give document owners merge fields, conditional sections, and repeating tables they can maintain and preview. Use approved terms and your existing review process.
Preview real variations
Preview different client entities, service combinations, effective dates, approved regional wording, and amendments to existing agreements.
An example from your document workflow
Client agreement packet
A client changes the services included in an agreement. Prepare the revised agreement, fee schedule, and selected exhibits from the same account records, then follow the organization’s review and release process.
Measured customer performance
Conga vs. OpusDocs: measured document performance
Compare measured times for a lightweight document and a complex Customer Agreement from one customer.
faster generation
High-complexity Customer Agreement · 257-page source template
Median elapsed time · one customer
- Conga legacy workflow
- OpusDocs generation
| Document complexity | CongaLegacy workflow | OpusDocsDocument generation |
|---|---|---|
| Low complexityLightweight document · 8-page source template | ||
| High complexityCustomer Agreement · 257-page source template |
Separate samples from one customer. Conga measures the wait from starting the workflow to a completed file. OpusDocs measures generating and storing the PDF after the data is supplied. These results show individual document speed, not simultaneous processing capacity.
Plan one useful evaluation
Start with your document and its next step
Bring a representative template and synthetic data. We’ll map the source fields, preview the variations, and review how the output reaches the next team.
See document generation capabilitiesWhich decisions stay with our financial systems?
Your teams and systems determine eligibility, fees, required disclosures, and approvals. Document generation uses the approved values and wording. Data access, processing, retention, and contractual requirements are part of the implementation review.
Can we start with one document?
Yes. Choose one representative document, map its source data, and preview its variations. The free 60-day pilot includes one migrated document, CRM setup for that workflow, one author seat, Word plugin access, and guided onboarding.
Can our team maintain the templates?
Once the data and access are configured, authors can maintain merge fields, repeating tables, and conditional sections in the Word add-in. Use your approved language, preview representative records, and follow your own review and release process.
How do we evaluate the current workflow?
Map the source records, output formats, generation trigger, and next handoff. Begin with a synthetic sample or redacted template. Review integrations, data processing, storage, access, and contractual requirements before introducing sensitive information.
Financial Services
Take one document through the workflow
See how your source records, approved wording, and document variations fit together.
Review one document workflowAsk about the free 60-day pilot with one migrated document, CRM setup, one author seat, Word plugin access, and guided onboarding.