Key featuresHighly effective teams use Rokao to streamline document workflow
Less work, more flow
Modern data rooms for remote collaboration
Create a unified, shared library of up-to-date sales and marketing content for your entire team.
Move from email attachments to smart links with real-time tracking and customised settings.
Real-time tracking and analytics
Know when recipients open, view your documents, print, download or forward them to others.
Track audience behavior and gain insights into page-by-page performance of your documents.
Fully customised and whitelabel
Whitelabel solution to present your brand identity,
domain and email when you share files with recipients.
Apply compliance rules & policies to streamline content distribution. Gate documents upfront to get client consent, handle GDPR and show disclaimers.
Add custom watermarks, image or text to your sensitive documents effortlessly.
View only mode helps you prevent unauthorsed reshare or downloads.
Identify highly engaged leads faster
Prioritise your lead nurturing with real-time intelligence and insights.
Understand what’s working and what’s not to create better content.
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It allows you to share documents with recipients, analyze their behavior
get insights about the performance of your document.
Rokao’s document tracking tool shows if a recipient opened and viewed a document, how much time they spend on each page, downloads, and forwards. These actionable insights help you to evaluate how each document helps you to drive your business forward.
The main features are secure document sharing, blocking downloads, data rooms, watermarks, and document versioning.
Rokao is designed specifically for asset management industry. Investment banks, investment managers, financial advisors and wealth management companies use Rokao to streamline content distribution.