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.
Marquis Software Solutions, Inc. acquisition and Susan Faulkner hired as CEO
DocuMatix add-on acquisition
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
Susan Faulkner, Lee Constantino
Marc Oken, Joe Price, Wilson Sullivan
Board of Directors
Marc Oken, Joe Price, Wilson Sullivan, Susan Faulkner