Gain strategic insight with consistent reporting and analytics

Access household data with dynamic dashboards and relevant, easy-to-understand reports

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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.

Dynamic dashboards designed for specific roles

Data visualization 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

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. 

Marketing data analytics

Get the information you need to know your customer and institution inside and out.

Customizable reports and dashboards

Add or subtract elements or change data points according to your needs.

Daily updates and easy to read reports

Make quick, data-driven decisions with reports that make sense.

Clients go further with Marquis


I really enjoy how easy it is to use all the Email Product Suite features together ... The whole system just works together very seamlessly, and it makes my job so much easier.

First Alliance Credit Union

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

First Community Credit Union

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