Automate marketing Strengthen relationships Maximize results

Update and monitor transactions, events, and behaviors to automatically trigger marketing messages

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Leverage your data for better results

Marketing automation

Send daily messages based on triggered or real-time events.


Gain access to over 50 ready-to-run reports or customize your own.

Marketing data and analytics

Analyze business decisions, trends, and results to produce the most profitable outcome.

Increase your bottom line with stickier relationships

Our Marketing Data Platform is designed exclusively for banks and credit unions. It combines information from all your sources into one database. That makes it easier to identify trends and develop comprehensive customer profiles by individuals and households. Create winning direct and digital marketing campaigns with:
  • Daily updates
  • 360° view of customer
  • Data cleanup
  • Campaign management
  • Advanced filtering
  • And much more

Determined to help you succeed

Create winning campaigns

  • Deliver the right message at the right time.
  • Analyze results to improve your game.
  • Share reports to prove campaign effectiveness.

Excel with end-to-end training

  • Train the trainer, administrator, and pilot group.
  • Get the help you need when you need it from our team of experts.

Fully assisted setup

  • Know where you stand with a detailed step-by-step schedule and process.
  • Go live confidently with our MDP Playbook, data validation, and training.

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