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There’s room in the sandbox for everybody

For too many years, small to medium and even large financial institutions have competed for a share of the credit card market. But it’s time to stop competing and take a totally different approach.

The Power of Customer Data Platforms (CDPs) in Data-Driven Marketing

In today’s data-driven marketing landscape, financial institutions can gain a competitive edge by leveraging member insights. One technology has emerged as a game-changer: the Customer Data Platform (CDP). This article explores the definition of CDPs, explains their significance in data-driven marketing, and sheds light on their implementation and benefits.

Top 10 steps to using data to drive meaningful member journeys

Today’s consumers expect communications to be specific to their individual situation. A one-size-fits-all cookie cutter approach is no longer accepted … and as financial institutions, we do not get a pass on this.

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Case Studies

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iTHINK Financial Credit Union | Delrey Beach, FL | Assets: $2.2B

Marquis helped iTHINK Financial Credit Union achieve their new member acquisition goals through a cost-effective email campaign


Black Hills Federal Credit Union | Rapid City, South Dakota | Assets: $1.9 billion

The power of optimizing demographic and propensity data.

Loan growth was a priority for Black Hills FCU in 2022, and they initiated a multi-loan campaign using direct mail and email channels. They worked closely with their Marquis marketing strategist to maximize demographic and propensity data usage in order to target the right member with the right message.


Prospera Credit Union | Appleton, Wisconsin | Assets: $340 Million

Implementing triggers and automating daily marketing produces better results

By leveraging the ability of Marquis to hygiene data from multiple unrelated sources, an opportunity was created to build relevant marketing communications that can be delivered across various marketing channels.

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