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.
realized Investment //
Data Driven Analytics Solutions For Financial Institutions
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.
Add-on Acquisitions
Milestones
September 2016
Marquis Software Solutions, Inc. acquisition and Susan Faulkner hired as CEO
June 2017
DocuMatix add-on acquisition
September 2017
Announced the addition of Leslie Watson-Stracener to lead Marquis' regulatory compliance practice
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
CEO/CFO
Susan Faulkner, Lee Constantino
Falfurrias Partners
Marc Oken, Joe Price, Wilson Sullivan
Board of Directors
Marc Oken, Joe Price, Wilson Sullivan, Susan Faulkner