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AMER | Modernizing Digital Document Creation in Financial Services
Boost profitability by leveraging document tools within Salesforce
Business-critical documents are core to the success of banks and brokerages. With many organizations making significant investments in Salesforce, investing in a robust document creation tool is equally as important to streamline manual document-centric processes.
In this webinar, we will share how automated document generation can help financial services organizations modernize digital document creation across every line of business.
Watch this informative session where you will:
- Discover the productivity, cost-savings, and compliance benefits of automating document generation for Salesforce-based processes
- Understand how to apply automated document generation to mortgage and loan, customer self-service, and client services use cases
- Learn how customers like Blender use Nintex DocGen for Salesforce to triple lending volume, approve loans faster, and double their revenue with the same headcount
