Determined to excel.

We stop at nothing to deliver superior results, offering innovative tools, unmatched experts, and personalized service that give you every advantage.

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Superior solutions for financial institutions and credit unions

Better data

Consolidate fragmented customers and track performance throughout the customer journey

Data stored all in one place

Organized and categorized for clarity

Shared across departments
and teams

Smarter decisions

Discover insights that on how to best create business results and use our expert services to shape your marketing strategy

Analyze customer and account opportunities

Identify high-performing products and marketing initiatives

Enable confident marketing decisions


Take action when, where, and how you interact with customers while automating communications to accelerate engagement

Create direct mail, emails, SMSs, surveys and more to drive results

Automate marketing outreach workflows

Create an award-winning web presence


Mitigate risks with compliance software and services and take action before problems occur

Automate and accelerate regulatory workflows

Reduce the likelihood of costly compliance problems

Always be exam-ready

Solutions and services to take you further

Our innovative products collect and track complex customer data across your financial institution, enabling you to amplify marketing performance and simplify regulatory workflows


Marquis' suite of marketing products simplifies complex data, equipping you with every solution needed to track, monitor, and analyze the customer journey while enabling you to act decisively with effective marketing tools.

Explore our marketing solutions


Marquis’ compliance offerings keep you exam ready across all of your lending compliance needs, from HMDA to CRA, 1071, and more, with accurate monitoring and reporting, efficient automation, and simple ways to meet compliance requirements.

Explore our compliance solutions

You want results? We lead the market with provable actions


Over the past 12-months, for every $1 invested in Marquis’ marketing solutions, our clients, on average, receive $11 in marginal profit.


Average direct response rate earned by our specific, relevant, and timely approach to market communications.


Balance increase earned on average by each of our clients, per household, per campaign.

What our clients say


Marquis helped make our data actionable and put it in a usable form. Not only for reporting but to trigger actions, to create strategies, and to make solutions.

US Eagle FCU

We use [Marquis’ software] every single day. We have a lot of programs tied to it including, trigger campaigns, drip campaigns, cross-sell service opportunities, onboarding, and reboarding campaigns.

Erie Federal Credit Union

Our campaigns needed a refresh and the Marquis Creative Team really delivered. We love the copy and graphics.

Needham Bank

Data is a critical piece of every campaign we do. Having Marquis as a partner is like having additional marketing staff. Their expertise in gathering the right data and their support in executing the plan is tremendously valuable.

First Community Credit Union

Our partnership with Marquis is allowing us to change our lens and become better at relationship personalization and our member journey map. Marquis helps measure the impact of our mission and vision of serving our communities.

TwinStar Credit Union