2019 Users Conference Takeaways

2019, Compliance, Conference, Corporate Marketing, Marketing

Click the links below to explore the 2019 Marquis User’s Conference presentations and materials.

Compliance Presentations

Being Prepared: HMDA, CRA and Fair Lending Examination Preparation

CenTrax NEXT Participant Guide 

Compliance Management Systems and Exam Management

Don’t Punt on Fair Servicing

Fair Lending – Digital Marketing and HMDA 2018

Impacts of HMDA 2018 on CRA

Red Lining Implications of Fair Lending and CRA

The Four Tentacles of HMDA

Marketing Presentations

Acquisition: How to Turn a Prospect into a Customer   

Build, Engage and Expand Customer Relationships

CallTrax NEXT

Client Quick Fire: Hear from Your Peers

Customer Relationship Expansion

Driving Growth with Data Analytics 

Expanding Your Horizon. Consumer Trends from Outside Financial Services

Four Segmentation Models for Increased Sales, Deeper Relationships and Stronger Retention

Get Onboard! Build a Behavior-based Onboarding Program to Increase Activation and Product Utilization

Increase Customer Engagement

Prospecting: Intelligent Farming Strategies

Six Relevant Data Sources to Create Better Connections

The Marquis Digital Suite

Materials

Account Lifetime Average

CallTrax NEXT Brochure

CenTrax NEXT Brochure

Compliance Sessions Takeaways

Digital Marketing Brochure

Marketing Sessions Takeaways 

Marquis Marketing Product and Services Chart

Marquis Compliance Product and Services Chart

Marquis NEXT Dashboards and Reporting Brochure

Playlist

Weekly Dashboard 

Check out highlights from the 2019 Marquis User’s Conference!