Marquis assembles data sources and provides the tools and expertise to analyze and understand customer and member relationships and opportunities. Leverage the strength of our technology, consultants, analysts and creative services to extend your reach.

Our Vision.

To become the trusted provider of data-driven analytics software, services, and solutions enabling financial institutions to take action and provide tangible results.

Our Mission.

To make it easier for our clients to assemble, organize and translate complex customer data, behaviors and needs into actionable solutions for their customers.

Our Values.

We deliver for our clients, teammates and investors.


Susan R. Faulkner

Susan is a dedicated, proven senior executive with extensive experience in the financial services industry. After 30 years in senior-level positions with Bank of America, Susan formed SRF Advisory Service, providing strategic advisory and insights to financial institutions and fintech companies.

John Kassing

A co-founder of Marquis, John has been an integral part of the company’s growth. He continues to play an active role in the success of Marquis, overseeing sales and support. John earned a BS in Finance from the Kelly School of Business at Indiana University and completed the FDIC Examiners School.

Tony Rizzo, PhD

Tony holds a PhD in psychology and an MBA, graduating magna cum laude. Tony distills his communications philosophy to four keywords: personal, relevant, specific and timely. This simple mantra has added millions of dollars to more than 1,000 financial institutions.

Leslie Watson-Stracener

For almost 20 years, Leslie has been working in banking and mortgage services. Her experience includes roles in mortgage banking, process design, operations management, program/project management, acquisition integration, exam management and systems administration.

Curtis Hill

Curtis has worked at Marquis since 1996. During that time, he has managed the compliance outsourcing department, client setup department, support department, quality and assurance department, IT department, security SOC audits and product development. Currently, Curtis focuses on product management.

Robin Sullivan

With more than 20 years of experience, Robin brings a wide range of skills to her role at Marquis. She has contributed to the success of various companies through building out their core HR processes, organizational design, HR audits, talent development and strategy, benefits and compensation and executive coaching.