Marquis announces details of 2018 National Conference


Marketing and compliance experts to gather in Dallas

PLANO, TX, April 17, 2018 – Marquis is excited to announce that their 2018 National Conference will be held in Dallas, Texas on August 7-9. With more than 300 marketing, sales and compliance professionals expected to attend, this year’s conference will feature in-house experts from Marquis and DocuMatix, their recently-acquired digital marketing division.

“Marquis is now poised to act as a single-source data, strategy and marketing partner,” said Susan R. Faulkner, CEO. “This conference will be different from any that we’ve held in the past. We want our attendees to gain practical, hands-on experience that they can put into action as soon as they return home.”

Conference sessions will be interactive, educational and user-focused, with three tracks designed to help financial institutions make better decisions through assembly, analysis and action.

  • Compliance insights will include HMDA, CRA, and Fair Lending information from Marquis staff and industry experts. Speakers will discuss HMDA 2018 and how it impacts Fair Lending and CRA Programs. Additionally, sessions will cover best practices in monitoring programs for Fair Lending and CRA and how CenTrax can help attendees implement these best practices.
  • Tactical marketing sessions will provide hands-on training spanning a wide range of Marquis solutions. Attendees will learn how to build triggers, create reports, interpret results and conduct what-if modeling.
  • Strategic marketing sessions will focus on key topics impacting the creation and development of successful campaigns, including advanced segmentation, external data enhancements, relationship management and more.

Dallas was a natural choice for this year’s conference, combining the excitement of one of the country’s most dynamic cities with the opportunity for Marquis team members to interact with clients one-on-one in the company’s hometown.

The Marquis National Conference is open to all clients and interested banks and credit unions who wish to attend, and information regarding pricing and registration is available at

Over 700 banks and credit unions in North America have trusted Marquis’ software and consulting solutions for over 30 years. Marquis features a robust offering of marketing and compliance data analytics, marketing automation tools, professional services, CRM software, exam-ready compliance software, and a full array of analog and digital marketing tools including direct mail, email fulfillment, and website tracking solutions.


For additional information please contact Tony Rizzo at 214.778.3037 or