Industry News

Hud Proposes Disparate Impact Rule

By Federal Register

The Department of Housing and Urban Development (HUD) has published a proposed rule that would amend HUD’s interpretation of the Fair Housing Act’s disparate impact standard to better reflect the Supreme Court’s 2015 ruling in Texas Department of Housing and Community Affairs v. Inclusive Communities Project, Inc., and to provide clarification regarding the application of the standard to state laws governing the business of insurance. Comments on the proposal are due by October 18, 2019.

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Small Banks, Big Data and the Personal Touch

By ABA Bank Marketing

Michael Bartoo, SVP, Marketing Client Relationships, was featured in the ABA Bank Marketing article,  Small Banks, Big Data and the Personal Touch. He describes the attitude toward data at many of the banks he works with. “We get overwhelmed with big data,” he says. “The term ‘big data’ frightens us. And it should—because it can be incredibly overwhelming.”

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Marquis Client, Suncoast Credit Union, Surpasses $10 Billion in Total Assets

By Marquis

Congratulations to Marquis client, Suncoast Credit Union, for surpassing $10 billion in total assets and maintaining its status as Florida’s largest credit union!

Patti Barrow, Vice President of Marketing for Suncoast Credit Union said, “We mean it when we say that our relationship with Marquis over the years has been an important part of the recipe that helped us achieve success in reaching $10 billion.”

Marquis remains dedicated to helping Suncoast Credit Union reach its growth goal for 2019!

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Marquis Client, SafeAmerica Credit Union, Wins Marketing Association of Credit Unions (MAC) Award!

By Marquis

SafeAmerica Credit Union in Pleasanton, CA, a Marquis client, recently won Gold at the 2019 Marketing Association of Credit Unions (MAC) Awards for their New Member Onboarding in the Direct Mail Series – $500 Million and Less Category.

SafeAmerica Credit Union’s onboarding program objective to increase member engagement and create a multi-account relationship with new member households was one of the credit union’s strategic goals for 2018.  Marquis is proud to run SafeAmerica Credit Union’s onbarding series trigger program and assist in achieving their strategic business goals.

Congratulations to SafeAmerica Credit Union for the win!

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See What’s NEXT – The 2019 Marquis User’s Conference

By Marquis

Join us for the 2019 Marquis User’s Conference at The Westin Galleria in Dallas, Texas, October 21–22 and See What’s NEXT at Marquis!

Practical, hands-on Learning Labs and innovative speaker sessions will help you gain insights and skills which will enable you to make better decisions and achieve improved results for your customers and members.

Marquis in
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Completing the Conversion

By ABA Banking Journal

More consumers today are digital natives, employing technology in nearly every aspect of their lives and increasingly expecting their banks to do the same. One area that’s ripe for a tech boost is the customer onboarding process. Whether it’s setting up automatic deposits or verifying a new account holder’s identity, technology is helping to streamline what has historically been a very manual set of steps. But successfully implementing digital solutions on top of an established process requires some insight into what the bank hopes to accomplish, along with a plan to maximize customers’ adoption of the new tools.

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Does my financial institution care about me?

By SundinNews

It has been a busy couple of months in the Brandt household as we took time to do some significant financial housecleaning.

Marquis in
the News

Data, Not Documents: Modernizing the Regulatory State

By Harvard Kennedy School Belfer Center for Science and International Affairs

In December 2017, The New York Times documented how “17 federal regulations with about 5,000 restrictions and rules” imposed a significant burden on an apple orchard in upstate New York. When federal regulators showed up at the farm to check compliance with labor laws, they required “ream[s] of paper” in documentation.

Press Release

Marquis Software Solutions Adds Depth to Compliance Leadership Team

PRESS RELEASE

PLANO, TEXAS (September 2017) –Marquis Software Solutions Inc. announced today that it is bolstering its compliance leadership team with the addition of Leslie Watson-Stracener, former director of regulatory compliance for Grant Thornton LLP.

Press Release

Marquis Adds DocuMatix Marketing Automation Solutions to Lineup

PRESS RELEASE

PLANO, TEXAS and DRAPER, UTAH (June 2017)Marquis Software Solutions Inc. and DocuMatix LLC announced today they are combining business operations to create a single company uniquely positioned to offer banks and credit unions the marketing analytics, automation and technology solutions and services they need to grow.

Press Release

Falfurrias Capital Partners Acquires Stake in Marquis Software Solutions

PRESS RELEASE 

CHARLOTTE, N.C. (September 2016) – Falfurrias Capital Partners, a Charlotte-based private equity firm focused on investing in growth-oriented, middle-market businesses, today announced that it has purchased a majority interest in Marquis Software Solutions Inc.