Case Studies

Prospera Credit Union | Appleton, Wisconsin | Assets: $340 Million

Marketing Data Platform (FKA ExecuTrax) • Strategic Consulting (FKA OnTrax) • Digital Communication (FKA DocuMatix) • Click Tracking (FKA WebTrax) • Demographics (FKA Demographics Plus) • Direct Mail Plus

Marquis has saved our marketing department time by automating many marketing initiatives that were previously manual and helped us to add more.

Kristina Flores
Chief Marketing Officer, Prospera Credit Union

Prospera Credit Union began their partnership with Marquis with over $256 million in assets. They knew that successful communications meant reaching the right member with the right message at the right time. More importantly, the client recognized the key to successful communication lies in the ability to consume, organize and act on consumer data. Regardless of the selected marketing channel, Prospera knows if their data is not “marketing ready”, even the best offers will go unnoticed. By leveraging the ability of Marquis to hygiene data from multiple unrelated sources, an opportunity was created to build relevant marketing communications that can be delivered across various marketing channels.

In 2018, Prospera began working with almost the entire suite of Marquis marketing solutions, including our Marketing Data Platform and Strategic Consulting. With the help of their designated Marquis strategist, they realized a substantial improvement in engagement and ROI. “Our strategist is highly knowledgeable, incredibly responsive and organized,” said Kristina Flores, Chief Marketing Officer at Prospera. “She is a true extension of our marketing department!”

Marquis’ strategist analyzed Prospera’s current marketing strategy and performed a peer-to-peer analysis to define areas peers excelled and define future opportunities for growth. They utilized demographics, P$YCLE, and propensity data to target those most likely in the market for a loan and to drive awareness and business to Prospera’s investment services group. And to keep the C Suite updated and informed, Marquis built branch-specific dashboards as well as custom daily snapshot of their key performance indicators for the CLO and the CFO.

Marquis’ marketing suite allowed Prospera to take full advantage of their data. They accomplished their initial goals of implementing triggers and automating daily marketing within the first year of partnership. Since then, Prospera has experienced a considerable lift in engagement and retention. In four short years, their assets have grown to over $340 million. Their average response rate is now at a healthy 6% with a healthy 584% average margin ROI.

Working together, Marquis helped Prospera implement trigger communications, target messaging and automate their daily marketing process. Today, Prospera and their Marquis team strategist meet bi-weekly to review their progress and determine new marketing opportunities. By targeting and automating their messages, Prospera achieved what they set out to do. Reach their members with the right message at the right time. The results speak for themselves.

By the numbers


Average Response Rate


Average Balance Per Account


Average Margin ROI