How regulated companies win with RocketDocs
Banks. Asset managers. Health plans. Life sciences companies. Enterprise software vendors. The teams that respond to RFPs, DDQs, and security questionnaires under the highest compliance bar in their industries. Here are some of their stories.
- 50%
- faster RFP turnaround
- 2x
- capacity per responder
- 95%
- content reuse from approved library
- 100%
- compliant and audit-ready
Featured customer stories
Featured customer stories
Leading Global Bank
From two-month RFP cycles to three weeks
A leading global bank uses RocketDocs and RapidDocs to handle proposal volume across multiple lines of business. Their RFP Manager describes the platform's Office-native simplicity. Their Vice President says no other platform in the space can match RapidDocs.
Read the Leading Global Bank storySAP
Enterprise-scale response management
SAP, the world's leading enterprise software company, uses RocketDocs to manage response volume across its global footprint. The story covers content governance at enterprise scale.
Read the SAP storyBrown Advisory
Wealth management with multi-strategy library structure
Wealth management firm Brown Advisory uses RocketDocs to handle institutional and family office DDQs across multiple investment strategies. The story covers the multi-strategy library configuration.
Read the Brown Advisory storyCustomers by industry
Customers by industry
Financial Services
J.P. Morgan, Bank of America, Prudential, Deutsche Bank, Voya, HSA Bank, Brown Advisory, and other banks, asset managers, and insurers handle response volume across regulatory DDQs, customer security questionnaires, broker RFPs, and proposal generation.
See Financial Services use casesHealthcare
Aetna, Tufts Health Plan, and other health plans and providers manage HIPAA-aligned questionnaires, vendor compliance reviews, and member-facing proposals.
See Healthcare use casesEnterprise Tech
SAP, Securitas, and other technology vendors respond to customer security reviews, enterprise procurement RFPs, and partner due diligence.
See Enterprise Tech use casesWhat customers say
Trusted by the teams whose responses cannot be wrong
The tool itself is very simple and direct. I've trained a lot of people on this and they're like, that's all I have to do? It's the way that RocketDocs works with Word. It's very similar to what they're used to. It's very user friendly.
RocketDocs has competitors in the space. But none of them can do what RapidDocs does. I haven't found any that are as good in product suite. So RapidDocs, from my perspective, is pretty unique. It's a great tool. It can save you time. It can help you to do things a lot easier.
Problems are the same for all RFP teams: finding the correct data at the right time, and organizing data into useful libraries and subtopics. RocketDocs allows us to manage more than 10 different lines of business and keep our data organized and structured.
After over 20 years of using different RFP database management systems, I am impressed with the usability and ease of organization in the system. The speed with which my team can locate and update responses is impressive.
Cycle time on enterprise DDQs dropped from six weeks to under two. The private-AI architecture is the only reason our security team ever signed off on adding generative AI to the response workflow at all.
We run all of our institutional questionnaire responses through RocketDocs. Multi-affiliate library structure handles our three lines of business cleanly; SME assignment and review cycles keep content accurate without anyone having to babysit it.
The Excel multi-tab handling is the feature that closed it for us. SIG Lite, SIG Core, CAIQ, our own customer questionnaires — all multi-tab, all native. The other platforms we evaluated either flattened the tabs or charged extra for the capability.
The audit trail is what finally got us off the spreadsheet-and-email pattern. When 21 CFR Part 11 reviewers ask who approved each answer and when, we have a real answer instead of digging through Slack.
Why customers stay
Why customers stay
- Private AI: customer data never leaves the customer environment
- Office-native LaunchPad: no re-platforming, zero training overhead
- Multi-affiliate, multi-product, multi-line-of-business library structure
- Audit trail by default: SEC, OCC, FINRA, HIPAA, 21 CFR Part 11 alignment
- RFP experts on your side. Our customer success team are former RFP managers and writers.
- SOC 2 Type II and ISO 27001 certified
- Three decades of regulated-industry experience
FAQ
Frequently asked questions
How many customers does RocketDocs have?
Customers include some of the largest banks, asset managers, insurers, health plans, life sciences companies, and enterprise software vendors in the world. Public customer logos include J.P. Morgan, Bank of America, Prudential, Deutsche Bank, Aetna, Voya, Tufts Health Plan, Securitas, HSA Bank, Brown Advisory, SAP, and others.
Can I talk to a current customer before deciding?
Yes. As part of the evaluation process, our customer success team can arrange reference calls with current customers in your industry. Reference availability is subject to the customer's schedule and approval.
What is the typical contract length?
Most customers sign multi-year agreements, typically two to three years, with annual licensing tied to team size and modules. Renewal rates are high. Most customers are still RocketDocs customers many years after their initial implementation.
How does RocketDocs measure customer success?
Three primary metrics: response cycle time reduction, response volume capacity per team member, and library content reuse rate. Most mature deployments report 50 percent faster turnaround, 2x capacity per responder, and 95 percent content reuse from the approved library.
What does customer support look like after implementation?
Every customer has a dedicated customer success manager. Many of our CSMs are former RFP managers, proposal writers, or response professionals from regulated industries. Support is available through email, the platform itself, and scheduled calls. We also offer 24/7 support for critical issues.
Are there customer events or user groups?
Yes. RocketDocs hosts customer events including the annual user conference, regional user groups, and topic-specific roundtables. Additionally, RocketDocs hosts a bimonthly Customer Council meeting. Customers are invited based on their licensing agreement and engagement.
Ready to add your story?
A specialist will walk you through how customers in your industry are using the platform, with the workflows, content library structure, and outcomes that match your team's situation.