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Webinar – Apple iOS 15’s Impact on Email Tracking

MARQUIS 5208 Tennyson Pkwy, Ste 120, Plano, TX

A recent announcement from Apple revealed new privacy protections coming this fall foriOS 15, iPadOS 15, macOS Monterey and watchOS 8. The new protections will impact open rate functionality and website tracking. Join Dr. Tony Rizzo for our upcoming webinar as he sheds some light on this change and what it means to you. CLICK

2021 Virtual Marquis User’s Conference

MARQUIS 5208 Tennyson Pkwy, Ste 120, Plano, TX

We are excited to announce the 2021 Virtual Marquis User’s Conference will be November 9-10, 2021! Although we have pivoted our annual conference to a remote event, that’s not stopping us from pulling together experts and bringing our clients content and ideas they can put to use to achieve results. We are planning for a

2021 HMDA Submission Filing Webinar

Zoom

Filing season is just around the corner! With enhanced analysis capabilities, CenTrax NEXT makes it easy to both create and validate your HMDA Submission File. Hosted by Marie Tank-Garza, this webinar will focus on the steps needed to prepare and file for submission, as well as communicate regulatory requirements. Click Here to Register

2021 CRA Submission Filing Webinar

Zoom

Filing season is just around the corner! With enhanced analysis capabilities, CenTrax NEXT makes it easy to both create and validate your CRA Submission File. Hosted by Marie Tank-Garza, this webinar will focus on the steps needed to prepare and file for submission, as well as communicate regulatory requirements. Click Here to Register

Business Insights v1.4.5 Upgrade Review

Zoom

Join us as we explore the latest enhancements made to Business Insights which include: • Grouping of Campaign Tracking report • Mass delete option for Campaign Tracking • Display cost setting on Campaign Tracking setup page CLICK HERE to register today!

CenTrax NEXT v1.4.4 Upgrade Review

Zoom

Join us as we explore the latest enhancements made to CenTrax NEXT which include: • Data entry fill exemptions option • Distressed/Underserved Filter Capability • 2022 HMDA Edits • 2021 CRA Aggregate Data CLICK HERE to register today!

CallTrax NEXT v1.0.5 Upgrade Review

Zoom

Join us as we explore the latest enhancements made to CallTrax NEXT which include: • Adding prospects directly in CallTrax NEXT • Added symbol for Alert Logs in Activity Summary Section for more visibility • Expanded permissions for adding and changing content in Activity Logs • Reassign Bulk Logs feature • Goal/Incentive copy option •

Virtual Marketing Training: Data Assembly in ExecuTrax

Zoom

Join us for a series of 3 day virtual events where we’ll tie together the strategic and tactical components of ExecuTrax, the Business Insights Dashboard and Reporting Tool as well as the DocuMatix Digital Platform. This series is intended for those users who already have or will be getting ExecuTrax, Business Insights and DocuMatix installed

Virtual Compliance Training: Data Assembly in CenTrax NEXT

Zoom

This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training. Day 1 will focus on Data Assembly in CenTrax NEXT; specifically: * CenTrax NEXT learning resources * Choosing the

Virtual Compliance Training: Analysis with CenTrax NEXT

Zoom

This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training. Day 2 will focus on Analysis in CenTrax NEXT; specifically: * Data Entry-Quick Search tool & Filtering Data *