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Prior to his involvement with RocketDocs, Jason lead the Maryland Proton Treatment Center (MPTC) in Baltimore through an expansion and $277 million acquisition/refinancing where he is a director. RocketDocs’ wheelhouse are clients are in financial services, technology, and healthcare. These responses range from requests for proposals, due diligence questionnaires, and security questionnaires all the way to the creation of sales proposals and financial prospectuses. RocketDocs is a Baltimore-based integrated sales enablement platform that helps businesses manage huge amounts of data so they can respond quickly and accurately to inquiries of all types. Trusted by global brands and high-growth organizations - trust us to help you land bigger, better, faster wins.Jason Pappas has been the president and CEO of RocketDocs for the past 2 ½ years after serving on the board of directors the previous 2 years. 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. Door works with over 400 asset managers and manager research teams in 33 countries. Door streamlines the information exchange, saving asset managers' time, improving client experience and reducing investment risk.
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It is a true one plus one equals three situation."ĭoor is the digital interface used by professional investors to access up-to-date information for fund research and operational due diligence. Both companies already offer tools that bring meaningful efficiencies to completing DDQ's and this integration adds a whole new level of efficiencies. Jason Pappas, CEO of RocketDocs said, "RocketDocs is thrilled to offer a seamless integration with Door to our long list of asset manager customers. By connecting up our digital services, we can provide a faster and more seamless service." 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. 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.
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