DocuMatix: DocuMatix is a provider of SaaS-based communication technology solutions for credit unions and banks. Its marketing solutions are used by over 350 clients, and services include traditional and trigger-based email marketing, marketing automation, secure web forms, events, surveys, polls, PURLs, financial calculators, SMS text messaging and on-line elections. The combination with Marquis provides customers with a full suite of marketing analytics and technology solutions.
Marquis Software Solutions, Inc.
Marquis Software Solutions is a provider of data analytics software, services, and consulting to financial institutions around the world. Marquis has provided scalable, results-driven marketing, sales, and compliance solutions to banks and credit unions for over 25 years. Falfurrias Capital acquired Marquis in September, 2016.
Operational Value add
- Integrated DocuMatix sales operations and technology offerings into the broader Marquis business and product suite, thus providing bank and credit unions with end-to-end query, dashboard and communication tools for their customer data
- Assisted with the re-platforming and modernization of the full Marquis software suite, MarquisNext
- Grew the employee base by more than 50% through acquisition, and through investments in the core technology and operations delivery teams