This integration between Door And RocketDocs really helps us. Information needs to be delivered to clients faster and much more efficiently. By connecting to that ecosystem, we can save our asset managers even more time externalizing that data to their wealth management clients," he continued.Īnne-Marie McConnon, Global Chief Marketing Officer-Investment Management and Wealth Management at BNY Mellon said, "We've really accelerated our investment in marketing technologies to improve client experience. "Asset managers have established workflows and systems to manage and control their own data. "There is enormous demand for cloud-based solutions that can bridge the office and home, dual working environment, in a secure and robust way," said Rob Sanders, Co Founder of Door. The pandemic has accelerated this digital trend as firms adapt to a world where home working is the norm. Prior to the COVID pandemic, a Casey Quirk industry study found that 34% of distribution leaders already labeled technology investments as their number-one priority 1. ![]() This integration allows asset managers to update content in one location that can automatically be used with Door and in other RFPs, RFIs, and DDQs. Similarly, RocketDocs has seen a marked increase in volume of RFPs and DDQs during the pandemic. Trusted by global brands and high-growth organizations - trust us to help you land bigger, better, faster wins.This means asset managers can now provide live data for investment research and due diligence, saving time and ensuring robust distribution of content, critical for clients in managing risk.ĭoor has recorded almost a 100% increase in information updates during the pandemic period from asset managers looking to streamline their processes and automate distribution of due diligence information as they respond to the challenges caused by Covid. With over 25 years of innovation under our belt, we know what it takes to build long-lasting, valuable, efficient solutions. Our platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral. RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. To get in touch with RocketDocs, businesses can contact RocketDocs at 1-833-9RESPONSE or submit a form at. We take the chaos out of content management process so teams can move at the speed of sales, creating efficiencies at the company level." "The new platform powers greater collaboration within businesses, which is critical as teams cultivate processes and systems to support a remote workplace. "We're hyper-focused on evolving our solutions to be one step ahead of the needs of the businesses we serve," said RocketDocs CEO Jason Pappas. RapidDocs™ mobile sales engine to assemble relevant content on-the-fly and generate proposals from anywhere, at any time, with any device.Īdditional features to support critical business needs include and other integrations, project and content management features, dashboard views, templated documents, packaged projects and more.Customizable workflows so the platform can seamlessly integrate into your operations rather than vice-versa also brings the flexibility to ensure critical, regulated content or projects can follow one workflow and less rigid sales content could follow another.This includes automation in the form of quick content identification, eliminating search time and allowing teams to focus on high value tasks. Smart Response Technology machine learning and AI technology to support Q&A library builds and always up-to-date information. ![]() LaunchPad™ Microsoft Office add-in to work directly within Word & Excel with Zero IT footprint.RocketDocs 2.0 creates productivity efficiencies with ease of use, and features like: The platform is rolling out to new and existing customers this month. BALTIMORE, J/PRNewswire/ - RocketDocs, a pioneering Saas proposal software company, is pleased to announce the launch of RocketDocs 2.0, its Collaborative Response Management Platform that helps businesses by securely centralizing a single content library across all sales and proposal management teams.
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