JOURNEY ORCHESTRATION

Take each customer on their own personal journey

Build stickier relationships by triggering messages based on customer behavior, leveraging real-time marketing automation, behavioral analytics, and data-driven insights to increase engagement and retention.

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Combine data from any source to create micro-opportunities

Internal and transactional events

Send communications based on important dates, account changes, and transactions, using automated event-driven marketing workflows that ensure timely, relevant messaging across email, SMS, and digital channels.

Onboarding

Slow attrition with an onboarding campaign triggered within 24 hours of new customer acquisition, improving customer onboarding experience, boosting early engagement, and increasing lifetime value through a personalized onboarding journey.

Predictive opportunities

Offer the next most likely product based on a purchase made yesterday, utilizing predictive analytics, machine learning models, and next-best-offer strategies to drive cross-sell and upsell success.

Discover the true power of marketing automation

Strengthen relationships by reaching your customers with the right message at the right time. Journey Orchestration provides a robust database you can use to mine opportunities daily.

  • New account openings
  • Birthdays and anniversaries
  • Loan recaptures
  • At-risk customers
  • Credit events
  • Operational communications
  • Lifecycle marketing campaigns
  • Customer retention strategies
  • Personalized financial marketing journeys
  • Omnichannel campaign management

We’re determined to exceed your expectations

Delivering data-driven marketing solutions for banks, credit unions, and financial institutions seeking measurable growth and customer engagement.

Direct response

Marquis has a complete multichannel marketing team ready to turn analysis into action, including experts in digital marketing strategy, campaign optimization, and customer experience design.

Direct marketing

We send thousands of triggered letters and emails each day that are designed to move your customers to action, through omnichannel marketing campaigns spanning email marketing, direct mail automation, SMS marketing, and digital advertising.

Direct results

Track individual responses to learn what works and what needs improvement, with advanced marketing analytics, campaign performance tracking, A/B testing, and ROI reporting dashboards to optimize every touchpoint.

Clients go further with Marquis

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

First Community Credit Union
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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