The banks trust RocketDocs. Your data stays with you.
RocketDocs runs its own private AI, with a dedicated document store for each customer. Your data is never sent to public AI providers and never used to train any model. Built for institutions where data sovereignty is not optional. Respond to RFPs, DDQs, and security questionnaires faster.
- Built for financial services
- SOC 2 Type II and ISO 27001 certified
- Private AI, RocketDocs-run
- Never sent to public AI
Based on customer-reported outcomes
The platform
Built for teams that can't afford to get it wrong
Private AI, Office-native workflows, and built-in audit trails, backed by 30 years of trust in regulated industries.
On G2
Recognized by users on G2
RFP Software
RFP Software- Proposal Software
RFP Software
RFP Software
RFP Software
AI-powered autofill
From a 300-question DDQ to a first draft in minutes
RocketDocs private AI searches your approved content library and generates accurate first drafts for DDQs, RFPs, and security questionnaires. Multi-pass autofill lets compliance teams prioritize specific libraries and content subsets.
- AI pulls from approved, SME-reviewed answers first
- Multi-pass autofill by library, topic, and regulatory domain
- Your data is never sent to public AI providers and never used to train public models.
Audit trails
Every change tracked. Every regulator satisfied.
Built-in audit trails track every action across every document. See who changed what, when, and at which workflow stage. When regulators want to see who approved what and why, you have the answer in seconds.
- Full revision history with workflow state
- Multi-step approval workflows: draft, review, finalize
- SOC 2 and ISO 27001 certified
Office-native
Your team already knows how to use it.
Your compliance and proposal teams live in Word and Excel. So does RocketDocs. Import any DDQ, RFP, or security questionnaire and auto-parse every question instantly.
- Works in Word, Excel, Google Docs, and Google Sheets
- Auto-parses questions on import
- See the final formatted version the entire time
Astro
Ask Astro. Get answers from your content library.
Astro searches your approved content library and generates answers with source citations. Need a different tone? Just ask. Every response links back to the content it drew from.
- Answers sourced from your trusted content library
- Adjust tone, length, and style on the fly
- Every answer cites the content it came from
Integrations
No re-platforming. No new tools to learn.
RocketDocs connects to Microsoft 365, Salesforce, and your identity provider through SAML and SCIM, plus an Open API for everything else. Your team keeps working in Word, Excel, and the tools they already know. No migration, no new logins, no disruption.
- Word
- Excel
- Teams
- SharePoint
- OneDrive
- Salesforce
- Okta
- Azure AD
- Google Workspace
- SAML
- SCIM
- Open API
How we compare
See how RocketDocs compares
The difference that matters in financial services is the AI itself. RocketDocs runs its own private AI and never sends your data to public AI providers or uses it to train public models. Certifications are the baseline every serious vendor meets.
| Capability | RocketDocs | Loopio |
|---|---|---|
| Where the AI runs | RocketDocs' certified environment | Vendor's cloud |
| AI model | Private AI (RocketDocs-run) | Third-party models |
| Certifications | SOC 2 Type II and ISO 27001 | SOC 2 and ISO 27001 |
| Office-native (Word and Excel) | Yes | Not confirmed |
| Track record in regulated industries | 30 years | Not confirmed |
What customers say
What financial services teams say about RocketDocs
Things that could have taken a half an hour can now take possibly a minute. It is absolutely a massive time saver in keeping hundreds and hundreds of answers ready to go for us to use.
Our project load has consistently increased year over year for many years. I tie our ability to keep meeting that, without hiring more people, to RocketDocs.
Not only are sales representatives creating better proposals, but they’re also doing it in a fraction of the time it used to take, which frees them up to spend more time in front of customers or to pursue more sales opportunities.
ROI calculator
DDQ and RFP ROI Calculator
See exactly how many hours and dollars your team is spending on DDQs and RFPs, and what you would save with RocketDocs.
Step 1 of 4
How many DDQs, RFPs, or security questionnaires does your team complete per month?
Step 2 of 4
How many questions are in each DDQ or RFP on average?
Step 3 of 4
How long does each question take your team to answer?
Step 4 of 4
What is the average hourly cost of the people working on these?
Enter your details to unlock your full report.
Common questions
Before you book
What happens in the demo?
How long does implementation take?
Where does the AI run? Is my data safe?
Do you charge per seat?
Will I get spammed after booking?
See it in action
See why the world's largest banks choose RocketDocs
25 minutes. No obligation. We will show you how RocketDocs handles DDQs, RFPs, and security questionnaires for financial services teams.