UNIFY YOUR DATA

All Your Data. One Unified View.

Stop jumping between systems or chasing IT tickets. With Marquis, your marketing team can see and use all customer data — in one place.

✅ Combine data from your core, lending, digital banking, CRM, and more
✅ Household-level views to see relationships, balances, and behaviors
✅ Identify top depositors, cross-sell potential, and at-risk members

Outcome: Faster access to insights, reduced churn, stronger campaigns

FIND OPPORTUNITY

Reveal What’s Working — and What’s Next

Move from marketing gut-feel to marketing precision. Marquis helps you spot the patterns that drive deposits, loans, and engagement.

✅ Discover product adoption patterns and growth trends
✅ Identify cross-sell potential and untapped segments
✅ Get strategic guidance from consultants who’ve sat in your seat

✅ Understand churn, product performance, and household potential

Outcome: targeted marketing campaigns, higher conversions, ROI you can prove

AUTOMATE ENGAGEMENT

Trigger the Right Message at the Right Time

Don’t settle for static marketing. Automate dynamic journeys based on real behaviors, not guesswork.

✅ Trigger email, text, and direct mail from account holder behaviors
✅ Build onboarding, cross-sell, and reboarding journeys that run themselves
✅ Keep messaging consistent, compliant, and on brand — every time

Outcome: Higher engagement, stronger retention, higher household product penetration — on autopilot

PROVE MARKETING ROI

Show the Impact of Every Campaign

From campaign to conversion, track performance across channels, segments, and branches — and bring hard numbers to your next board meeting.

✅ Measure response rate, booked balances, and cross-sell lift
✅ Attribute results to campaigns, offers, and audiences
✅ Share custom dashboards with leadership and branches

Outcome: Clear ROI, faster decisions, more marketing credibility

WHY MARQUIS

We Speak Banker. And Marketer.

Marquis was built by bank marketers, for bank marketers.
You won’t find generic tools here — just purpose-built solutions, expert strategy, and proven results.

👨‍💼 Banker-Built Tech
Our CRM, marketing automation, and data platform are designed around core systems, householding, and financial identifiers.

📊 Data-Driven Strategy
Work with Marquis consultants who know your challenges — and bring strategies that move the needle.