MARQUIS. Compliance. Software. Marketing.

Client intelligence $198m Managing SEG relationships can be easy and efficient.	Referral tracking $482m A streamlined referral system has a positive impact on the bottom line.	Referral tracking $350m Commercial lenders are integrated into the pipeline process, for better results.
Referral tracking $335m What happens when you implement a formal onboarding program and automate your incentive tracking?	Cross-selling $350m Would you like to increase your average household profitability? Here's how one client did it.	Client retention $325m Identify and target your most profitable relationships. This client went one step further!
Deposit growth $155m A calling campaign uses MCIF and CRM technology to boost deposits.	Loan growth $350m It's not all about loan volume. Quality counts, too. Here's one approach for reducing delinquency.	Onboarding $500m How can you make an onboarding strategy even better? Here are some successful ideas.
Reboarding $878m Effective segmentation supports a successful cross-selling effort for personal and business customers.	Referral tracking $300m The more your employees use your referral system, the better. This client went from 10% staff participation to nearly 95%.	Referral tracking $1b An upgraded referral system has a dramatic impact in just 60 days.
Referral tracking $400m Learn how improvements in internal communication can impact account growth.	Corporate brochure Everything you need to know about MARQUIS.	QTrax brochure Learn about ExecuTrax and CallTrax, our CRM solutions.
CRM brochure Learn about ExecuTrax and CallTrax, our CRM solutions.	Marketing brochure An overview of MarketTrax, OnTrax and ExecuTrax.	Profile most profitable for retention If 1% of your customers generate 100% of your profit – don’t you want to know who they are? Here’s how one MARQUIS client took action.
Automated referral systems yield big results If you’re still using a paper-based referral system, there is a better way! Find out how one MARQUIS client increased referrals and sales.	CRM, MCIF and Direct Marketing - Account reactivation Discover the magic! Here’s a real-life example of variable, targeted direct mail that produced amazing results.




	With over 100 CRM installations, we know CRM. Managing your client relationships requires timely information and easy-to-use CRM tools that enable your staff to make it happen. Marquis has designed sales & service CRM solutions specifically with the needs of financial industry professionals in mind.