MARQUIS. Compliance. Software. Marketing.

Database marketing How database marketing works, and how it can help your institution grow.	Profitability Growing your bottom line.	Sales & service CRM How to identify, understand and retain your most profitable relationships.
CRM: A blueprint for success Four steps to leverage the power of CRM.	Cross-selling $350m Would you like to increase your average household profitability? Here's how one client did it.	Deposit growth $155m A calling campaign uses MCIF and CRM technology to boost deposits.
Cross-selling $90m Boost retention rates by promoting electronic services..	Loan growth $350m It's not all about loan volume. Quality counts, too. Here's one approach for reducing delinquency.	Cross-selling $1.6b Learn how value scores, P$ycle codes and product propensity can drive results.
Referral tracking $335m What happens when you implement a formal onboarding program and automate your incentive tracking?	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 $400m Learn how improvements in internal communication can impact account growth.	Client acquisition $350m A prospect campaign uses branch proximity to attract new households.	Client retention $325m Identify and target your most profitable relationships. This client went one step further!
Onboarding $500m How can you make an onboarding strategy even better? Here are some successful ideas.	Referral tracking $1b An upgraded referral system has a dramatic impact in just 60 days.	Strategic Research $110m How can you make the most of a tight budget? Here is one client's approach.
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%.	CRM brochure Learn about ExecuTrax and CallTrax, our CRM solutions.
Corporate brochure Everything you need to know about MARQUIS.	Marketing brochure An overview of MarketTrax, OnTrax and ExecuTrax.	CRM yada yada yada Success lies in the details – so don't settle for less.
CEO Guide to CRM Achieving better service and stronger cross-selling results.	CRM Aint Nuttin without MCIF Why MCIF is the foundation of true sales & service CRM.	Questions for your CRM vendor Nail down the important details, right from the start.
The Synthesis of Sales Marketing and CRM Growing through a thoughtful, organized approach to marketing, sales and CRM.	CRM for everyone Lead generation and referral tracking for every financial institution.	10 Keys to Success with CRM Get results with CRM at your financial institution!
A Beginner's Guide to Establishing a Sales and Service Culture Creating a sales culture: how and why.	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.	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.


	Referral Tracking
	Building Loyalty
	360° Client Review
	Client Profile & Surveys
	Sales Pipeline Management
	Contact Management
	Goal and Incintive Management
	Managed Scorecard
	Integration of Core CRM




	Is your financial institution looking for sales CRM software to enhance sales, service and productivity? Our sales & service CRM financial software applications are designed exclusively for banks and credit unions, and each is easy to implement and powerful enough to manage the most sophisticated of challenges. Empower your team with sales force CRM!