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    Software Solutions Keep Pace with Client Needs

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    Client needs are what drive production at Marquis.

    “Marquis is designed with you in mind,” Todd Young from client training says. “We are constantly enhancing our products to best fit our customer's needs. I don't know that there are many other companies out there that do that.”

    MARQUIS offers marketing, sales and compliance software tailored to the challenges facing financial institutions.

    Marketing Software

    As a pioneer in MCIF software, MARQUIS leads the industry with solutions for client retention, new account acquisition, onboarding, campaign management, direct mail fulfillment, profitability, cross-sales and product re-pricing. ExecuTrax updates client information nightly, while the OnTrax service provides an expert consultant for strategic marketing assistance.

    Sales Software

    MARQUIS has 100 CRM installations. Their sales & service CRM solutions facilitate referral tracking, incentive management and sales pipeline management, pr