Create lasting, meaningful relationships with CRM

Leverage your data for the one-on-one connection your customers expect

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We’re dedicated to helping you realize your potential and maximize the value of your relationships

The key to doing that is your data. CRM (FKA CallTrax) keeps your data clean and everyone on the same page, from the C-Suite to the front line.

  • Nightly transactional updates
  • Organized, actionable data
  • Integrated service, sales, and marketing automation
  • Comprehensive installation and training 
  • On-demand performance metrics 
  • All-inclusive view of individual and household relationships

Because you’re determined to excel, we’re driven to help you do more

Up your relationship game with CRM built by bankers for bankers and attuned to the nuances of compliance risk 

Make it personal

Capture valuable interactions across all channels and share an integrated view with your front line.

Make it easy

Automate service, sales, and operational workflows while calculating and tracking incentives to manage pipelines and referrals.

Make it count

Leverage next best product and sales scripts to create targeted follow-up lists for staff, making it easy to send, receive, and track referrals.

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