DOCUMENT Hot Companies 2026-27

SPECIAL ANNUAL ISSUE

2026-2027

ANNUAL LIST

OF COMPANIES MODERNIZING AND TRANSFORMING CUSTOMER COMMUNICATIONS & EXPERIENCES

BOLD VISION. BIG IMPACT.

A SELECT LIST OF COMPANIES THAT ARE HEATING UP THE MARKET

CCM, Reinvented.

Agentic AI that transforms how customer communications work gets done. Simply describe what you need, and MARCIEAssist TM

intelligently takes care of the work—while keeping you fully in control.

a division of

Organizations don’t need another document processing solution They need a better way to move information through their business Octacom transforms document-driven operations by intelligently capturing, processing, validating and routing information from any source: physical mail, email, digital submissions, and enterprise workflows.

Backed by DCM, we pair document intelligence with Odiss, our secure Canadian repository and records management platform.

The result is a single, governed path from intake to action.

From processing claims, health records, KYC or other regulatory documents to automating client onboarding, we turn manual, time-consuming work into streamlined straight-through processing, strengthening governance while giving authorized users fast, secure access to the information they need.

Keeping Your Information Secure and Safe Automate

Canadian Storage

Govern

Activate

• Enterprise digital mailroom

• Canadian data residency

• Inbound-to-outbound workflows

• Intelligent document processing

• Odiss secure repository and records management

• System-of-record integration

• Straight-through processing • Workflow orchestration

Reduce manual work Turn information into action

• Compliance and audit readiness

• Exception management and business rules

• Enterprise integrations

• Secure archive and retrieval

octacom.ca

TABLE OF CONTENTS

THE 2026-27 HOT SOLUTION COMPANIES FOR DEVELOPING, TRANSFORMING AND MANAGING CUSTOMER COMMUNICATIONS & CUSTOMER EXPERIENCES

a division of

Contact Ken Waddell to become a 2027-28 HOT SOLUTIONS COMPANY

PUBLISHER’S NOTE president Chad Griepentrog publisher Ken Waddell managing editor Erin Eagan [ erin@rbpub.com ] contributing editor Amanda Armendariz advertising Ken Waddell [ ken.w@rbpub.com ] (m) 608.235.2212 audience development manager Rachel Chapman [ rachel@rbpub.com ]

THIS IS TOO HOT TO WAIT ANY LONGER!

By Ken Waddell

W

ant to know which companies are “HOT” choices for customer communications and customer experience solutions? Look no further than the 2026-2027 HOT COMPANIES special issue.

This special sponsored issue of DOCUMENT STRATEGY gives you one place to learn more about leading solution

6

Hot Companies.2026 DOCUMENTmedia.com

creative director Kelli Cooke

providers helping organizations improve, transform and manage customer communications and the customer experience.

The customer experience is the key to keeping and gaining new customers. And every department of your business will have an impact on this experience. Set aside some time to explore your options, share this information with your team and consider which providers best align with your organization’s needs and goals.

Take a good look at each one of these HOT COMPANIES, visit their websites and email or call them with your team’s questions.

There is no better time than today to start building better customer communications and experience.

All the best,

Ken

608.235.2212 ken.w@rbpub.com

PO BOX 259098 Madison WI 53725-9098 p: 608-241-8777 f: 608-241-8666 email: customerservice@rbpub.com

DOCUMENT Strategy Media (ISSN 1081-4078) is published on a daily basis via its online portal and produces special print editions by Madmen3, PO BOX 259098, Madison, WI 53725-9098. All material in this magazine is copyrighted ©2026 by Madmen3 All rights reserved. Nothing may be reproduced in whole or in part without written permission from the publisher. Any correspondence sent to DOCUMENT Strategy Media, Madmen3, or its staff becomes the property of Madmen3.

The articles in this magazine represent the views of the authors and not those of Madmen3 or DOCUMENT Strategy Media. Madmen3 and/or DOCUMENT Strategy Media expressly disclaim any liability for the products or services sold or otherwise endorsed by advertisers or authors included in this magazine.

SUBSCRIPTIONS: DOCUMENT Strategy Media is the essential publication for executives, directors, and managers involved in the core areas of Communications, Enterprise Content Management, and Information Management strategies. Free to qualified recipients; subscribe at documentmedia.com/subscribe.

REPRINTS: For high-quality reprints, please contact our exclusive reprint provider, ReprintPros, 949-702-5390, www.ReprintPros.com.