Forge a path to better outcomes.
Dedicated. Driven. Determined to excel. We are passionate about amplifying your performance and delivering superior results.
We help you win.
With innovative tools, unmatched experts, and personalized service, you’ll gain every advantage in a competitive landscape.
700+
banks and credit unions use Marquis marketing and compliance solutions.
160+
Marquis experts and teammates determined to help you succeed.
35+
years of experience dedicated to the financial services industry.
Solutions that deliver elevated outcomes
With decades of experience exclusively helping financial institutions succeed, Marquis’ software and services transform customer data into meaningful insights, drive action, and deliver results.
Insightful Partners
400+ clients trust Marquis with their bank and credit union marketing and compliance needs. Do we deliver? Just ask them!
The best in the industry. No other vendor or software provider could have done what Marquis did for us during our implementation. Their exceptional support sets them apart.
The best in the industry. No other vendor or software provider could have done what Marquis did for us during our implementation. Their exceptional support sets them apart.
[Our] Professional Services person is dedicated to us. Feels like a partnership; something we were missing with our previous vendor.
We were able to assemble the data we needed, analyze the results, and verify our success. It all culminated in and Outstanding CRA Exam rating.
We are going through the reboarding letters and have to give a shout out to the creative team. Our direct mail/email campaigns needed a refresh and the Marquis creative team really delivered. We love the copy and the graphics. There are some very minor edits to be made that relate to the product parameters, but overall, they nailed it!
We couldn’t be happier with Marquis! CenTrax has become essential to us for annual filing and for helping us perform in-depth Fair Lending and CRA analysis for our management and examiners. The support staff is amazing, and their product and regulatory knowledge is invaluable!
Very professional and knowledgeable and interacted seamlessly with our Bank team. I am very pleased with the results of the project, but even more so, the contributions and recommendations they made to enhance our compliance management activities. We have truly developed a partnership with the Marquis group.
Relationship Builders
We’re driven to build personal, lasting relationships with our clients. It’s part of our DNA.
We always feel like we are connected with Marquis …a team that works together just like if we were in the same building or same office. It's just that easy to communicate with Marquis.
The biggest benefit for working with Marquis has been the personal relationships. It's like an extension to your marketing department … literally like having someone else on staff.
We use ExecuTrax every single day. We have a lot of programs that are tied to ExecuTrax, including trigger campaigns, drip campaigns, cross-sell service opportunities, new member onboarding, and reboarding campaigns.
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.
Passionate Pioneers
Our success as a credit union and bank marketing service and compliance management systems company is driven by one of the most dedicated leadership teams around.
Ryan Housefield
Ryan Housefield
Chief Sales Executive
Ryan has been in financial service sales for 20 years. Currently, he leads the Marquis sales team’s go-to-market strategy. With experience on both the financial institution and provider side of the table, he knows firsthand the challenges banks and credit unions face and is focused on positioning Marquis to help.
Satin Mirchandani
Satin Mirchandani
Chief Executive Officer
Marquis’ Chairman & CEO, Satin Mirchandani, is a successful entrepreneur and enterprise software executive who has spent more than 30 years helping clients in a variety of domains ranging from e-commerce and CRM to cybersecurity, and in industries from financial services and technology to healthcare.
Satin co-founded MessageOne in 2002, and served as CEO from founding to acquisition by Dell Technologies in 2008. Subsequent to running Dell’s nascent cloud business, he went on to partner with private equity sponsors to successfully acquire, grow and/or exit portfolio companies including MDBuyline, TractManager and FireMon. His earlier career included formative stints as a consultant at McKinsey & Company, and software engineer at Microsoft Corporation. Satin holds an MBA from the Harvard Business School, and an AB in Computer Science from Dartmouth College.
He currently serves as Chairman of the Board at Act!, the iconic horizontal CRM and marketing software company. He is a member of YPO, a TiE Charter Member, and winner of the EY Entrepreneur of the Year (US Southwest) & Deloitte Fast 50 (#1 in Texas) awards.
When not working, Satin can be found reading, watching movies from his native India, or Uber-ing his young kids around Dallas in his Formula 1 minivan.
Jason Krumbholz
Jason Krumbholz
Chief Technology Officer
Jason has more than 20 years of experience leading clients and technical teams across a variety of industries including healthcare, retail, energy & gas, and financial services. He is experienced in leading complex IT programs including greenfield product development, legacy application modernization, and large-scale cloud migrations. Jason has a passion for leveraging both established and emerging technologies to provide high-value solutions to Marquis customers. He is a graduate of the University of Iowa with a bachelor’s degree in management information systems. Away from the office, he enjoys spending quality time with his family and playing golf.
Newsmakers
From the latest trends in marketing automation to keeping up with compliance rules, stay up to date with the latest developments.
Marquis Acquires ZAG Interactive, a Provider of Website and Digital Marketing Services.
PLANO, TX – Marquis Software Solutions (“Marquis”), a Plano-based financial marketing and compliance software and services provider, today announced that it has acquired ZAG Interactive