Determined to drive marketing excellence for your financial institution
100%
of customer interactions captured and analyzed to drive winning campaigns
$3,500
Average balance increase earned by each of our clients, per household, per campaign
300+
banks and credit unions use Marquis marketing solutions
160+
Marquis experts and teammates are determined to help you succeed
$11
Average profit margin for every dollar invested in our marketing solutions
35+
years of experience dedicated to the financial services industry
We make it easy to track, monitor, analyze, and leverage banks' and credit unions' customer journey
Acquire
Increase loans and deposits from within
Synthesize complex marketing data to draw meaningful, actionable insights.
What we enable
Connect with marketing automation
- Marketing and transactional emails
- Social media and text messaging
Retain
Leverage marketing analytics to put your arms around your most valuable relationships
Fine-tune digital communications frequency and content to strengthen connections and reduce attrition.
What we enable
Assemble disparate data sources
- Transaction monitoring
- Behavior analysis
- Automated communications
Enhance your relationships
- Organized, actionable data
- Integrated service, sales, and marketing automation
- All-inclusive view of individual and household relationships
Grow
Increase new customer relationships within your community
Expand your reach and audience with digital marketing tools designed specifically for financial institutions.
What we enable
Connect and optimize
- Capture valuable interactions across all channels
- Automate service, sales, and operational workflows
- Leverage next best product and sales scripts
Marketing Products
Marketing software designed by bankers for bankers
We’re determined to help you exceed expectations with solutions backed by unmatched service and 35+ years of expertise.
CRM
A Customer Relationship Management (CRM) system designed for financial institutions, built to control all your customer relationships and interactions.
MDP
A Marketing Data Platform (MDP) that combines information from all your sources into one database to identify trends and develop customer profiles
Digital Communications
A digital marketing suite designed that combines key digital and mobile marketing tools in one intuitive interface
Click Tracking
A centralized control panel that monitors customer transactions, events, and behavior to deliver insights on new opportunities
CommLink
A web-based application that enables front-line employees to view any specific email or letter sent to a customer via the Marquis platforms