DATA DETECTION

Gain strategic insight with consistent reporting and analytics

Access household data with dynamic dashboards and relevant, easy-to-understand reports, creating a single source of truth for customer data management and household-level analytics.

Get started

View households in a way nobody else does

Consolidate, cleanse, and normalize your household data so you can focus on the results. With data updated daily, you’ll gain an accurate view of the accounts and services associated with each household, all in one place, creating a single source of truth for customer data management and household-level analytics.

Dynamic dashboards designed for specific roles

Data visualization tools to tell the story

Trends, exceptions, and numerous customized metrics

View trends and opportunities at a glance

Dynamic dashboards make it easy to access data with relevant, easy-to-understand reports. The insights you gain can help drive marketing automation for both direct and digital communications.

  • Performance metrics
  • Marketing analytics
  • Website analytics
  • Insights and trends
  • Data visualization
  • Campaign tracking
  • Conversational analytics
  • Customer segmentation analysis
  • Digital marketing performance dashboards
  • Omnichannel analytics reporting
  • Real-time KPI monitoring

Make the complex simple

Translate complex data into easy-to-understand visualizations to be viewed in a browser-based dashboard or exported to an Excel, a CSV, or a PDF file, enabling seamless data sharing, reporting automation, and executive-level presentations. 

Marketing data analytics

Get the information you need to know your customer and financial institution inside and out, with advanced marketing data analytics, customer insights, predictive analytics, and data modeling capabilities.

Customizable reports and dashboards

Add or subtract elements or change data points according to your needs, with fully customizable dashboards, flexible reporting tools, and user-configurable analytics environments.

Daily updates and easy to read reports

Make quick, data-driven decisions with reports that make sense, using automated daily data refreshes, real-time reporting, and intuitive dashboard interfaces designed for speed and clarity.

Want to learn more about our marketing and compliance solutions for banks and credit unions? Contact us today!

Clients go further with Marquis

format_quote

The best in the industry. No other vendor or software provider could have done what Marquis did for us during our implementation. Their exceptional support sets them apart.

Banc of California
format_quote

[Our] Professional Services person is dedicated to us. Feels like a partnership; something we were missing with our previous vendor.

First Community Credit Union
format_quote

We are going through the reboarding letters and have to give a shout out to the creative team. Our direct mail/email campaigns needed a refresh and the Marquis creative team really delivered. We love the copy and the graphics. There are some very minor edits to be made that relate to the product parameters, but overall, they nailed it!

Needham Bank