Blog topic
Customer stories
How RocketDocs customers are using the platform. Workflow patterns, team structures, and outcomes from banks, asset managers, health plans, and enterprise software vendors.
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RFP Case Studies and Insights
RocketDocs Case Study: Multinational Bank and Compliance Challenges Part 3
The Background In my last two blog posts, I have shared a case study about a customer RocketDocs lost who made a decision to move to another service provider who won’t assist them with compliance with their regulatory obligations and…
Feb 18, 2026 · Perry Robinson
RFP Case Studies and Insights
RocketDocs Case Study: Multinational Bank and Compliance Challenges Part 2
In my last post, I shared a short RocketDocs case study of a customer we lost and their decision to perhaps willingly delete records related to critical representations they make to investors and customers that they are required by regulation to maintain for a period of usually at least 5 years. At the end of my post, I guessed at what might be the reason for this apparently misinformed decision on their part. I also mentioned the offer we made to assist them.
Feb 11, 2026 · Perry Robinson
RFP Case Studies and Insights
RocketDocs Case Study: Multinational Bank and Compliance Challenges Part 1
Last month, a customer of RocketDocs, which happens to be a large multinational bank notified us they were moving business with us to another company. This was a surprise for us. I had met with this customer recently, and all seemed to be going well. It turns out that the bank was going through cost cutting measures, that our primary contact was leaving and that they had consolidated parts of the business. The new leader was using an alternative solution to ours and they decided it was easier to move the business to them.
Feb 4, 2026 · Perry Robinson
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