Our MCIF Consultants and Software will get you results.

Let our MCIF experts provide you with all the benefits of an advanced user – without you having to lift a finger. Our consultants will analyze your data, produce reports, manage campaigns, and track your results. Or choose our MCIF Service Bureau. Each month, actionable information will be electronically delivered for your team to take action.

These services are customized to fit the goals of your institution and will give you the client intelligence you need to drive both your strategic and tactical marketing efforts.


Key facts.

Our clients represent progressive institutions that are looking to get information, without the need for additional staff or expertise. Time is their biggest obstacle. Our consulting clients understand that their success is driven by actionable intelligence and provable results. Our services enable them to achieve their goals.
A team of seasoned experts comprises our consulting team. Many have held key executive positions at large banks and credit unions managing strategic execution, staff, budgets, and product development.
We believe that longevity is the key to optimal success. While we work efficiently to meet your goals, the magic of our success comes from learning, modifying an approach, consistently executing, and constantly measuring results. Our typical consulting engagement ranges from three to five years in length.

Enjoy all the benefits of a database marketing, analytics and MCIF – without having to lift a finger. Our strategic marketing experts will produce all of the MCIF reports and analysis for you, and tell you what it means. We will bring your client information to life, helping to drive both your strategic and tactical marketing efforts. We will provide you with specific guidance on new customer onboarding, enhancing and retaining existing relationships, and finding high value new ones. We will help you build lists for direct mail, and counsel you on making the most effective offer. When you are ready to generate results with your marketing, count on OnTrax MCIF Services, offered only through MARQUIS.

  • Elevate the effectiveness of the marketing function without the staff overhead.
  • We track and report your results giving you more time to stay strategic.
  • OnTrax works with our Creative Team. This means we go from analysis to action under one roof. This saves you time AND increases your results.

I would like to express my gratitude of having Jenna Rowland as my Marketing Strategist. She is passionate about her job, knowledge, understanding, fun to work with, responsive and is a fantastic presenter. Jenna has presented to my Board twice and they are so pleased with not only the results but with our potential growth. All the employees that I have come in contact with are all wonderful. I would highly recommend Marquis to any credit union and wanted you to know that we think Jenna is exceptional.

Carolynn Lyons, Glendale Federal credit Union

We’ve made MCIF easy, complete, and affordable. If you have always wanted the power and information available in database analytics and MCIF software – now you can.

  • What is the service bureau? If you are looking to get client intelligence for use in your strategic planning, marketing, and sales efforts, then the MARQUIS Service Bureau is for you. This affordable analytics solution delivers actionable information about your clients right to your desktop.
  • Information you need to know. Who are your profit drivers? Who needs to have better relationships to increase share of wallet? Which products are the most profitable? It’s answers to these questions (plus many more) that our MCIF Service Bureau can provide. It is time to leverage your client information. Get the essential reports that outline client profitability, your product breakeven balances, product distribution and penetration and more. All included. All done for you.
  • Connect with your market. Now more than ever, banking is about relationships. Our MCIF Service Bureau delivers rich, actionable data that provides you with a clear path to more meaningful relationships. For much less than you think, this service can pay for itself with just a handful of additional relationship deepening opportunities gained from data only an MCIF can provide.


Here’s what you get EVERY month with the MARQUIS MCIF Service Bureau.

Call & mail lists

Each month you’ll receive direct mail, email, and call lists selected by our experts and designed to drive results.

Learn More

Household list

This report is helpful when a list of customers by their profit contribution is needed to determine retention strategies.

Learn More

Maturity distribution

This report allows you to view all maturing accounts and balances. This is a great tool for outbound calling and relationship building.

Learn More

Trending analysis

This report is designed to provide a rolling 12-month look at common metrics to measure success at your financial institution.

Learn More

Household analysis

This report segregates households into profit groups, allowing you to focus on important dates and marketing opportunities.

Learn More

Household summary

This is an essential report in evaluating your product portfolio and the penetration of households with the products.

Learn More

Household tracking

This report provides in-depth information concerning number/ balance of accounts and relationship changes by branch or manager.

Learn More

Next product potential

This report is an easy way of looking at the next product potentials of your households. This is great tool for your front-line.

Learn More

Breakeven summary

This report enables you to group by account type or product categories to determine break-even balance requirements for your products.

Learn More

Product combinations

This report will assist in analyzing what product combinations at the household level are most profitable for your institution.

Learn More

Household profile

This report gives you a bird’s eye view of your top 1%, top 5%, top 10%, top 20%, and bottom 10% account tiers.

Learn More

Branch performance

This report is useful in determining relationship building opportunities for households with specific products throughout your branch network.

Learn More

Learn More

  • Contact Us

    Please complete this form and submit. We respect your privacy. As such, we use a double-opt-in procedure that, if you choose, gives us permission to send you occasional promotional or information emails. We still reserve the right to contact you; however, in a separate email, you can choose whether to opt-in to additional communications from MARQUIS.
  • This field is for validation purposes and should be left unchanged.