Marquis Announces Key Customer Achievements and Exciting Upcoming Product Release at its Annual 2024 Conference

PLANO, Texas — On April 15–16, 2024, Marquis, the leading provider of data-driven marketing, CRM, and compliance solutions for banks and credit unions, hosted 250 attendees at its Annual Conference at the Gaylord Convention Center in Grapevine, TX. 

The event brought together marketing and compliance leaders from Marquis client financial intuitions, and other industry thought-leaders to share best practices, insights, and emerging trends. Marquis also made several exciting announcements. Highlights included:

Key Client Achievements

In 2023, 100 Marquis client institutions produced more than 1,000 campaigns to over 6 million customers in which they achieved:

• 10x average direct ROI (for every $1 invested, $10 direct marginal profit)
• 197,000 direct response accounts opened
• $5.3 billion in direct response balances generated
• Average account balance of $26K
• Industry-leading response rate average of 9%

Marquis’ clients were recognized for their marketing work and outstanding results, winning top awards across the industry including Capital Performance Group Awards, Americas Credit Unions (CUNA) Diamond Awards, MAC (Marketing Association of Credit Unions) Awards, and Kentico Site of the Year.

Additionally, six clients who received a Community Reinvestment Act (CRA) performance evaluation in 2023 earned an Outstanding rating, utilizing the Marquis Compliance Data Platform for their submissions. Over the past 10 years, fewer than 10% of banks received a CRA rating of Outstanding, the highest possible rating.

Marquis CEO Satin H. Mirchandani and CTO Jason Krumbholz shared their product vision with attendees. Several new product releases and updates are planned for 2024 that will continue to create a seamless user experience, deepen integrations, and leverage latest AI capabilities across the product portfolio to help further drive actionable insights, automate multichannel engagement, and close the loop on campaign tracking results for clients.

“While the financial industry remains unpredictable and uncertain, there is always one constant —our clients’ relentless dedication to their mission to serve their customers/members and communities.” said Satin H. Mirchandani, Marquis CEO. “It is our job to empower them with the tools and resources they need to grow and be successful. Our Annual Conference is one of those resources we can provide them—a collaborative environment to share best practices and learn how Marquis can continue to best support their goals.”

To learn more about Marquis and their product offering visit www.gomarquis.com.  

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About Marquis

Dedicated. Driven. Determined to excel. Marquis has a passion for performance and plays to win for over 700 banks and credit unions nationwide. We are experts in marketing and compliance customer data platforms (CDP) software, analytics, and solutions. We offer various products, including CRM, journey orchestration, conversational analytics, strategic consulting, cloud services, website design, and digital communication tools, all designed to give clients every advantage.