Forge a path to better outcomes.

Dedicated. Driven. Determined to excel. We are passionate about amplifying your performance and delivering superior results.

We help you win.

With innovative tools, unmatched experts, and personalized service, you’ll gain every advantage in a competitive landscape.


banks and credit unions use Marquis marketing and compliance solutions.


Marquis experts and teammates determined to help you succeed.


years of experience dedicated to the financial services industry. 

Solutions that deliver elevated outcomes

With decades of experience exclusively helping financial institutions succeed, Marquis’ software and services transform customer data into meaningful insights, drive action, and deliver results.

Insightful Partners

400+ clients trust Marquis with their bank and credit union marketing and compliance needs. Do we deliver? Just ask them!


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

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

[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 were able to assemble the data we needed, analyze the results, and verify our success. It all culminated in and Outstanding CRA Exam rating.

Inwood National Bank

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

We couldn’t be happier with Marquis! CenTrax has become essential to us for annual filing and for helping us perform in-depth Fair Lending and CRA analysis for our management and examiners. The support staff is amazing, and their product and regulatory knowledge is invaluable!

Guaranty Bank`

Very professional and knowledgeable and interacted seamlessly with our Bank team. I am very pleased with the results of the project, but even more so, the contributions and recommendations they made to enhance our compliance management activities. We have truly developed a partnership with the Marquis group.


Relationship Builders

We’re driven to build personal, lasting relationships with our clients. It’s part of our DNA.


We always feel like we are connected with Marquis …a team that works together just like if we were in the same building or same office. It's just that easy to communicate with Marquis.

Andersen Brother Bank

The biggest benefit for working with Marquis has been the personal relationships. It's like an extension to your marketing department … literally like having someone else on staff.

Alliance Bank

We use ExecuTrax every single day. We have a lot of programs that are tied to ExecuTrax, including trigger campaigns, drip campaigns, cross-sell service opportunities, new member onboarding, and reboarding campaigns.

Erie Federal Credit Union

Marquis helped make our data actionable and put it in a usable form. Not only for reporting, but to trigger actions, to create strategies, and to make solutions.

US Eagle Federal Credit Union

Passionate Pioneers

Our success as a credit union and bank marketing service and compliance management systems company is driven by one of the most dedicated leadership teams around.

Ryan Housefield

Chief Sales Executive

Satin Mirchandani

Chief Executive Officer

Peter Stelling

Chief Operating Officer

Jason Krumbholz

Chief Technology Officer


From the latest trends in marketing automation to keeping up with compliance rules, stay up to date with the latest developments.

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Marquis Acquires ZAG Interactive, a Provider of Website and Digital Marketing Services.

PLANO, TX – Marquis Software Solutions (“Marquis”), a Plano-based financial marketing and compliance software and services provider, today announced that it has acquired ZAG Interactive

Marquis News

Marquis Software Solutions Partners with Digital Onboarding to Help Financial Institutions Deepen Relationships

Plano, TX – Marquis Software Solutions, Inc. announced that it partnered with Digital Onboarding, Inc. to empower financial institutions to take action on crucial consumer insights and build deep and profitable relationships.

Marquis News