Customer Data Platform | CRM for Banks & Credit Union's

When they come to visit, let them know you’re there for them

Identify and monitor website visitors. Track known users across your banking website with precision.

Deploy trigger-branded, real-time digital communications. Deliver personalized messages based on customer behavior and intent.

Send messages based on pages viewed. Target financial product interest, such as loans, mortgages, and deposit accounts.

Drive deeper relationships through timely, relevant communications

Click Tracking (FKA WebTrax) works in tandem with Digital Communications to give one of your greatest assets—your website—a powerful tool to strengthen and deepen customer relationships through timely, relevant, behavior-based communications designed for financial services marketing and customer lifecycle engagement.

1. A unique identifying code is added to the master webpage template.

2. Your team determines the pages to act upon.

3. Your team decides how many visits to that page occur before acting.

4. Visitor data detection is gathered and analyzed.

5. Email or direct mail is automatically triggered and sent according to your parameters.

Drive deeper customer relationships with triggered communications based on website activity

Always-on communications

Even when your offices are closed, your website is up and you’re still communicating. Engage customers 24/7 with automated digital marketing for financial institutions.

Effective communications

Behavior rules, subscription preferences, bounce-backs, and max sends help target communications. Ensure compliant, personalized outreach aligned with banking regulations.

Analytic capabilities

A robust data tracking dashboard allows you to view productivity generated by your website. Measure ROI, track conversions, and optimize digital marketing performance for banks and credit unions.

Clients go further with Marquis

Banc of California

First Community CU

Needham Bank

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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!