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0:18
Marquis is committed to providing the highest quality of support for their clients. Compliance Sales Manager Marie Tank Garza understands the importance of the company’s commitment and what it takes to make it happen.  “We actually do what we say we will do,” she says. “Support is truly a back office, front office and in every person's job here at Marquis. It's about who you partner within life and when you partner with Marquis we will truly take care of you.” MARQUIS provides the tools to make managing compliance easy and efficient. Their easy-to-use CRA, HMDA, and Fair Lending software has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.”   CRA Software MARQUIS’ CRA compliance solutions encompass data integrity, activity tracking, file reviews, exam management, performance reviews and mapping. C/dTrax is an automated method of collecting and reporting Community Development activities, while C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA efficient and affordable. HMDA Software HMDA compliance is easier with software that facilitates HMDA file reviews, geo-coding, data integrity and peer analysis. MARQUIS can help analyze HMDA data or conduct a full scale review. Fair Lending Software MARQUIS helps clients navigate Fair Lending regulations with software that addresses vital processes such as monitoring, risk assessment and exam management and performance reviews that highlight potential pitfalls in underwriting, redlining and steering. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Marie Tank-Garza, compliance sales manager, has over 25 years of industry experience, including 10 years in commercial banking. She takes a strategic approach when involving prospective clients with CenTrax and MARQUIS and helps clients navigate the CRA, HMDA and Fair Lending environment to reach the results they need. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CdTrax: *******www.gomarquis****/manage-community-development-activity.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act
10 Oct 2011
130
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0:25
Marquis is all about doing whatever it takes to care for others and ensure success. Noelle Smith of client relations and training is committed to that goal. “At Marquis the answer is always yes,” she says. “Whether you are my customer or colleague I'm going to do everything in my power to take care of you. We are known for being thorough, responsive and professional. Everyone here is an expert at what they do with the maturity and the passion to consistently exceed your expectations." MARQUIS provides the tools to make managing compliance easy and efficient. Their easy-to-use CRA, HMDA, and Fair Lending software has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.” CRA Software MARQUIS’ CRA compliance solutions encompass data integrity, activity tracking, file reviews, exam management, performance reviews and mapping. C/dTrax is an automated method of collecting and reporting Community Development activities, while C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA efficient and affordable. HMDA Software HMDA compliance is easier with software that facilitates HMDA file reviews, geo-coding, data integrity and peer analysis. MARQUIS can help analyze HMDA data or conduct a full scale review. Fair Lending Software MARQUIS helps clients navigate Fair Lending regulations with software that addresses vital processes such as monitoring, risk assessment and exam management and performance reviews that highlight potential pitfalls in underwriting, redlining and steering. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Noelle Smith, Client Relations & Training, joined Marquis in 1997. She works with clients in all phases of compliance software usage -- managing initial customization, providing live and web-based training and following up with long-term support. Our compliance software users look to Noelle to ensure success in every aspect of their relationship. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CdTrax: *******www.gomarquis****/manage-community-development-activity.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act
10 Oct 2011
81
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0:53
Marquis is all about supporting the client in every way and making their job easier. They even offer a creative department that will generate direct mail materials specific to their clients needs. “I really love working for a company where the clients come first,” Account Executive Lesley Morrison says. “I always have focused on getting results and when we great results for the clients everybody wins.” Lesley works directly with the clients as part of the creative department. “It's been really exciting for me to be with the creative department. We take the information that our clients get from the software and we translate that into direct mail projects that are very data driven and targeted and specific. You have all this information about your clients so why not use that information to send messages and communications that they are more apt to respond to.” MARQUIS offers a variety of services that help ease clients’ workloads while generating solid results. Compliance Services C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA both easy and affordable. MARQUIS will file submissions and perform CRA lending analysis. When CRA exam time comes around, MARQUIS has a solution that makes the process easier. C/d Trax is an automated method of collecting and reporting Community Development activities. Sales Services Managing client relationships requires timely information and easy-to-use CRM tools. MARQUIS has sales & service CRM solutions designed to meet the needs of the industry. Q-Trax is an automated CRM solution that efficiently tracks referrals, tasks and activities in one easy-to-use browser based system. Plus it is accessible from any PC or smart phone. ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork. Marketing Services OnTrax combines the world’s best MCIF with a professional consultant to guide tactical marketing initiatives and produce all of the MCIF reports and analysis. These services are customized to fit the goals of your institution. Your MARQUIS consultant will provide you with specific guidance on onboarding, client retention, loan growth, trigger based marketing and new client acquisition, and will handle the details including list generation and tracking. Creative Services The Creative Department at MARQUIS is uniquely equipped to produce targeted, data-driven direct mail and email campaigns. Custom design, copywriting, printing and mailing services are all provided under one roof, for a streamlined process and cost controls. All campaigns are tracked, so clients can prove their results and refine successful campaign strategies for future success. Consulting MARQUIS offers professional consultants specializing in sales, marketing and compliance. They will act as an extension of your marketing department, and they are focused on getting results. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Lesley Morrison, account executive, has been with MARQUIS since the inception of the creative department in 2010. With more than a decade of financial marketing experience, she manages our clients’ projects from start to finish, monitoring deadlines, due dates and overall project quality for the best possible results. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   QTrax: *******www.gomarquis****/standalone-crm-software.aspx CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CRM: *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act   Video proFile: *******www.videoprofile****/profiles/data-driven-messages
10 Oct 2011
95
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0:18
Marquis is committed to providing the highest quality of support for their clients. Compliance Sales Manager Marie Tank Garza understands the importance of the company’s commitment and what it takes to make it happen.  “We actually do what we say we will do,” she says. “Support is truly a back office, front office and in every person's job here at Marquis. It's about who you partner within life and when you partner with Marquis we will truly take care of you.” MARQUIS provides the tools to make managing compliance easy and efficient. Their easy-to-use CRA, HMDA, and Fair Lending software has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.”   CRA Software MARQUIS’ CRA compliance solutions encompass data integrity, activity tracking, file reviews, exam management, performance reviews and mapping. C/dTrax is an automated method of collecting and reporting Community Development activities, while C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA efficient and affordable. HMDA Software HMDA compliance is easier with software that facilitates HMDA file reviews, geo-coding, data integrity and peer analysis. MARQUIS can help analyze HMDA data or conduct a full scale review. Fair Lending Software MARQUIS helps clients navigate Fair Lending regulations with software that addresses vital processes such as monitoring, risk assessment and exam management and performance reviews that highlight potential pitfalls in underwriting, redlining and steering. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Marie Tank-Garza, compliance sales manager, has over 25 years of industry experience, including 10 years in commercial banking. She takes a strategic approach when involving prospective clients with CenTrax and MARQUIS and helps clients navigate the CRA, HMDA and Fair Lending environment to reach the results they need. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CdTrax: *******www.gomarquis****/manage-community-development-activity.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act
10 Oct 2011
87
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1:09
Providing premier software and services for financial institutions is more than a business it’s a family embracing a legacy of exceptional business practices. Marquis President Jud Kassing and his brothers will never forget how it all began. “We started 25 years ago along with our father,” Jud recalls. “And while he has since retired his legacy of how to compose a business and run a business remains today. His sayings are all around us, sayings like exceed expectations, deliver measurable results, don't hire people and try to make them nice, hire nice people, remember that honor and integrity are verbs." Some of those may sound old fashioned but they are words to live by. Jud adds, “John, Jay and I rely on these tenets because they still work today. And we are convinced that these tenets allow us our success and our customers their success with our software, services and consulting. Dad was right, go figure, go Marquis.” Software MARQUIS offers marketing, sales and compliance software tailored to the challenges facing financial institutions.   Marketing Software As a pioneer in MCIF software, they 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 With 100 CRM installations, their sales & service CRM solutions facilitate referral tracking, incentive management and sales pipeline management, providing a 360° client view to optimize sales opportunities. CallTrax manages and monitors formal Sales & Service CRM initiatives, and ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork.   Compliance Software Comprehensive CRA, HMDA, and Fair Lending software helps clients stay on top of the latest regulations, assisting with process and performance reviews, accurate reporting and risk assessments. CenTrax has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.”  FastTrax, an online geo-coding system, provides census tract and demographic information associated with borrowers’ addresses.   Services MARQUIS offers a variety of services that help ease clients’ workloads while generating solid results.   Compliance Services C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA both easy and affordable. MARQUIS will file submissions and perform CRA lending analysis. When CRA exam time comes around, MARQUIS has a solution that makes the process easier. C/d Trax is an automated method of collecting and reporting Community Development activities.   Sales Services Managing client relationships requires timely information and easy-to-use CRM tools. MARQUIS has sales & service CRM solutions designed to meet the needs of the industry. Q-Trax is an automated CRM solution that efficiently tracks referrals, tasks and activities in one easy-to-use browser based system. Plus it is accessible from any PC or smart phone. ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork.   Marketing Services OnTrax combines the world’s best MCIF with a professional consultant to guide tactical marketing initiatives and produce all of the MCIF reports and analysis. These services are customized to fit the goals of your institution. Your MARQUIS consultant will provide you with specific guidance on onboarding, client retention, loan growth, trigger based marketing and new client acquisition, and will handle the details including list generation and tracking.   Creative Services The Creative Department at MARQUIS is uniquely equipped to produce targeted, data-driven direct mail and email campaigns. Custom design, copywriting, printing and mailing services are all provided under one roof, for a streamlined process and cost controls. All campaigns are tracked, so clients can prove their results and refine successful campaign strategies for future success.   Consulting MARQUIS offers professional consultants specializing in sales, marketing and compliance. They will act as an extension of your marketing department, and they are focused on getting results. Compliance MARQUIS provides the tools to make managing compliance easy and efficient. Their easy-to-use CRA, HMDA, and Fair Lending software has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.”                CRA Software CRA compliance solutions encompass data integrity, activity tracking, file reviews, exam management, performance reviews and mapping. C/dTrax is an automated method of collecting and reporting Community Development activities, while C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA efficient and affordable.   HMDA Software HMDA compliance is easier with software that facilitates HMDA file reviews, geo-coding, data integrity and peer analysis. MARQUIS can help analyze HMDA data or conduct a full scale review.   Fair Lending Software MARQUIS helps clients navigate Fair Lending regulations with software that addresses vital processes such as monitoring, risk assessment and exam management and performance reviews that highlight potential pitfalls in underwriting, redlining and steering. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, they have been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Jud Kassing joined MARQUIS in early 1992. His prior experience includes many years managing Piedmont Software, a banking software firm in Charlotte, North Carolina. Jud is responsible for all of Marquis’ technology initiatives, from product development to internal administration and accounting. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****     Video proFile Page: *******bit.ly/qCP2It   CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CdTrax:*******www.gomarquis****/manage-community-development-activity.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act ExecuTrax: *******www.gomarquis****/referral-tracking-crm.aspx OnTrax:*******www.gomarquis****/mcif-service-bureau.aspx CENTRAX: *******www.gomarquis****/fair-lending-hmda-and-cra-software.aspx FastTrax: *******www.gomarquis****/geocoding-software.aspx QTrax: *******www.gomarquis****/standalone-crm-software.aspx
10 Oct 2011
107
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2:50
*******www.theclaimsconnection******/ppi-claims/payment-protection-insurance-claims.html - Payment Protection Insurance, or 'PPI', is insurance designed to cover loan, credit card, mortgage and other payments in the event of accident, sickness or redundancy. In itself, it isn't a bad product. However, PPI sold alongside loans and cards was often very expensive. PPI was also frequently mis-sold by lenders to customers for whom it was unsuitable, such as people with a medical condition, those not in full time employment and workers entitled to sick pay. The Financial Services Authority laid down guidelines for lenders to compensate customers who had been mis-sold PPI. The banks withdrew their legal challenge to the measures, opening the door to thousands of PPI complaints. Many people with a complaint about the sale of PPI elect to confront their lender themselves. At Winston Solicitors, we recognise this. We've provided lots of useful information on our website to assist. You'll need to write a letter of complaint to your lender, enclosing the FSA-approved Customer Complaint Form. Some lenders will also want you to complete their own questionnaire. Conversely, some people who are not used to dealing with large financial institutions prefer to be represented. Equally, many people feel they are too busy or do not want the stress of dealing with the matter themselves and prefer to have it taken out of their hands. Should you opt to go down the route of legal representation, ensure that you choose a firm which offers a strictly 'no win, no fee' service. Some firms charge up-front fees, only to later say that they can't help at all. Claims management companies, or 'CMCs', are intermediaries who will deal with the claim for you. Many CMC's are regulated by the Ministry of Justice and have to comply with their guidelines. However, they're not solicitors and are not regulated by the Solicitors' Regulation Authority. Winston Solicitors LLP can offer you something different. We are a regulated firm of solicitors, guaranteeing you professionalism and a high standard of service. Unlike CMCs, we have the option of issuing legal proceedings where appropriate. Consequently, lenders tend to deal with us reasonably. We offer a strictly 'no win, no fee' service. There are no 'up front' fees, administration charges or hidden costs of any kind. We know how to counter the legal arguments that might be raised by your lender. If necessary, we will refer your matter to the Ombudsman. There may be other elements to your claim which have received little attention in the media, but which might increase your compensation. We will investigate your claim fully and request a breakdown of how any offer is calculated. For a free, no obligation case assessment, contact The Claims Connection, managed by Winston Solicitors LLP, on 0845 009 6899, or visit The Claims Connection website.
18 Oct 2011
163
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0:55
Marquis is more than a resource for financial institutions; they serve as a business partner for their clients, providing them with the elements they need to succeed. According to President Jay Kassing helping cleints succeed is what it’s all about. “It starts by listening and from there we added a couple of elements over the years. We've got to be able to make it easy, complete and affordable. As we begin to work together, you are going to hold us accountable on how we respond, how we support you, and is the software and solutions we provide reliable, are you getting the results you expect. After all that's all that really matters.” After all, as Jay says, these are all things you should expect from a business partner. “In the end as you go and seek out solutions go with a plan, go with purpose, go with confidence, go Marquis.” Software 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, providing a 360° client view to optimize sales opportunities. CallTrax manages and monitors formal Sales & Service CRM initiatives, and ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork. Compliance Software MARQUIS’ comprehensive CRA, HMDA, and Fair Lending software helps clients stay on top of the latest regulations, assisting with process and performance reviews, accurate reporting and risk assessments. CenTrax has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.”  FastTrax, an online geo-coding system, provides census tract and demographic information associated with borrowers’ addresses.   Services MARQUIS offers a variety of services that help ease clients’ workloads while generating solid results. Compliance Services C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA both easy and affordable. MARQUIS will file submissions and perform CRA lending analysis. When CRA exam time comes around, MARQUIS has a solution that makes the process easier. C/d Trax is an automated method of collecting and reporting Community Development activities. Sales Services Managing client relationships requires timely information and easy-to-use CRM tools. MARQUIS has sales & service CRM solutions designed to meet the needs of the industry. Q-Trax is an automated CRM solution that efficiently tracks referrals, tasks and activities in one easy-to-use browser based system. Plus it is accessible from any PC or smart phone. ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork. Marketing Services OnTrax combines the world’s best MCIF with a professional consultant to guide tactical marketing initiatives and produce all of the MCIF reports and analysis. These services are customized to fit the goals of your institution. Your MARQUIS consultant will provide you with specific guidance on onboarding, client retention, loan growth, trigger based marketing and new client acquisition, and will handle the details including list generation and tracking. Creative Services The Creative Department at MARQUIS is uniquely equipped to produce targeted, data-driven direct mail and email campaigns. Custom design, copywriting, printing and mailing services are all provided under one roof, for a streamlined process and cost controls. All campaigns are tracked, so clients can prove their results and refine successful campaign strategies for future success. Consulting MARQUIS offers professional consultants specializing in sales, marketing and compliance. They will act as an extension of your marketing department, and they are focused on getting results.   Compliance MARQUIS provides the tools to make managing compliance easy and efficient. Their easy-to-use CRA, HMDA, and Fair Lending software has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.”              CRA Software MARQUIS’ CRA compliance solutions encompass data integrity, activity tracking, file reviews, exam management, performance reviews and mapping. C/dTrax is an automated method of collecting and reporting Community Development activities, while C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA efficient and affordable. HMDA Software HMDA compliance is easier with software that facilitates HMDA file reviews, geo-coding, data integrity and peer analysis. MARQUIS can help analyze HMDA data or conduct a full scale review. Fair Lending Software MARQUIS helps clients navigate Fair Lending regulations with software that addresses vital processes such as monitoring, risk assessment and exam management and performance reviews that highlight potential pitfalls in underwriting, redlining and steering. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Jay Kassing, president of MARQUIS, is a recognized authority on marketing for financial institutions. His recently published book, Change Your Marketing, Change Your Results, explains all the ways marketing should be the primary driver of growth in financial institutions. By relying on measurable activities -- like profitability, onboarding, reboarding, target marketing, MCIF, CRM, segmentation, direct marketing and more -- he shows marketers and management how they can turn ordinary performance into massive results. Jay has spoken at dozens of national and state bank and credit union marketing conference events as an expert on Profitability, Database Marketing, Sales/CRM, and compliance issues facing banks and credit unions.   MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CdTrax:*******www.gomarquis****/manage-community-development-activity.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act ExecuTrax: *******www.gomarquis****/referral-tracking-crm.aspx OnTrax:*******www.gomarquis****/mcif-service-bureau.aspx CENTRAX: *******www.gomarquis****/fair-lending-hmda-and-cra-software.aspx FastTrax: *******www.gomarquis****/geocoding-software.aspx QTrax: *******www.gomarquis****/standalone-crm-software.aspx
22 Oct 2011
223
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0:19
Marquis is all about helping their clients succeed. “My goal is to always exceed your expectations,” says Jana Miscavage-Brito, client manager. "I'm passionate about our clients. We go above and beyond to help you succeed.We provide the tools and strategies to make your job easier as well as provide the expertise to get outstanding results.” 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, providing a 360° client view to optimize sales opportunities. CallTrax manages and monitors formal Sales & Service CRM initiatives, and ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork. Compliance Software MARQUIS’ comprehensive CRA, HMDA, and Fair Lending software helps clients stay on top of the latest regulations, assisting with process and performance reviews, accurate reporting and risk assessments. CenTrax has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.”  FastTrax, an online geo-coding system, provides census tract and demographic information associated with borrowers’ addresses. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Jana Miscavage-Brito is a marketing professional with over ten years of experience at MARQUIS. She moved from Marketing to Support Technician and has been a client manager for the past six years. Jana understands the client’s needs, knows how to help them get results and most of all, works to consistently exceed each client’s expectations. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   ExecuTrax: *******www.gomarquis****/referral-tracking-crm.aspx OnTrax: *******www.gomarquis****/mcif-service-bureau.aspx CENTRAX: *******www.gomarquis****/fair-lending-hmda-and-cra-software.aspx FastTrax: *******www.gomarquis****/geocoding-software.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act
22 Oct 2011
151
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1:32
Buena Vista: A 55 and Over Active Adult Community Apartments for rent in Rio Rancho, NM on ForRent****: (866) 554-7931 - *******www.forrent****/apartment-community-profile/1011513.php Availability, pricing and special promotions subject to change daily. Buena Vista Active Adult Homes offer breathtaking views of surrounding mountains from our lavishly landscaped community. We are a secure community with controlled access buildings, and 24 hour emergency service. Buena Vista Active Adult Community is next door to the Meadowlark Senior Center, which offers classes, programs and social activites. We are conveniently located near grocery stores, medical centers, shopping, dining, financial institutions and entertainment. Transportation is available from Rio Transit, a door-to-door service. - 1355 Meadowlark Lane SE
30 Nov 2011
77
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1:07
Federal Civil Records - *******www.Databaserecords**** Learn How To Search Verified Safe Federal Civil Records. This searches the appropriate Federal Civil Records and US District Court. Cases are typically related to interstate commerce, violations of civil rights, issues involving the federal government, financial institutions, etc. Approximately 93% of Federal Districts currently have basic docket records accessible electronically. The records, however, are limited to that specific district within that state. If you need a background check service for employment decisions, this is the one you want. We access Federal District Court records daily to obtain the information you need to make informed hiring decisions. Results available next day.
24 Jan 2012
71
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2:15
  MARQUIS provides the tools to make managing compliance easy and efficient. Their easy-to-use CRA, HMDA, and Fair Lending software has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need." "When I think of Marquis I think of the word accountable,"says Tanya Kleven of The Park Bank, Madison, WI. "The software solutions they provide should and do pay for themselves in the benefits they deliver. Marquis also holds itself accountable to its users by openly inviting feedback on enhancements and features." "Besides offering the most comprehensive CRM solution in the industry along with extraordinary customer service, what impresses me most about the Marquis team is the willingness to match your commitment to succeed," adds Rick DeBonis of Hampden Bank, Springfield, MA. They truly exceed our expectations time and time again." MARQUIS offers marketing, sales and compliance software tailored to the challenges facing financial institutions. 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, providing a 360° client view to optimize sales opportunities. CallTrax manages and monitors formal Sales & Service CRM initiatives, and ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork. Compliance Software MARQUIS' comprehensive CRA, HMDA, and Fair Lending software helps clients stay on top of the latest regulations, assisting with process and performance reviews, accurate reporting and risk assessments. CenTrax has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need."  FastTrax, an online geo-coding system, provides census tract and demographic information associated with borrowers' addresses. "Marquis has all the tools that we needed to move forward in our new sales culture," says Angela Preston of Austin Bank of Chicago, Chicago, IL. "I couldn't have asked for better software to help us support us in our new direction." "I have worked with three different softwares MCIF systems and selected Marquis as the last one to work with, as it's the best," adds Angie Schreiner." MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients' job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CdTrax: *******www.gomarquis****/manage-community-development-activity.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act
10 Feb 2012
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1:45
 Marquis is committed to providing the highest quality of support for their clients. "CenTrax has a motto, how can we exceed your expectations," explains Carolyn Fulton of Exchange Bank, Santo Roas, CA. "They don't only have it as a marketing motto they follow it themselves.Marquis has been an excellent partner of Broadway Bank for over 20 years. We have undertaken several examinations and they have been the proven solution to receiving excellent ratings." "Centrax is an amazing company," says Bufft Dyess of Texas Bank & Trust Co., Longview, TX. “I have used others and one of the things I really like about Marquis is just how they partner with you. They really understand the regulations and I find that to be a little bit unusual with the vendors. Their staff is very knowledgeable and always very helpful.” CRA Software MARQUIS' CRA compliance solutions encompass data integrity, activity tracking, file reviews, exam management, performance reviews and mapping. C/dTrax is an automated method of collecting and reporting Community Development activities, while C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA efficient and affordable. HMDA Software HMDA compliance is easier with software that facilitates HMDA file reviews, geo-coding, data integrity and peer analysis. MARQUIS can help analyze HMDA data or conduct a full scale review. Fair Lending Software MARQUIS helps clients navigate Fair Lending regulations with software that addresses vital processes such as monitoring, risk assessment and exam management and performance reviews that highlight potential pitfalls in underwriting, redlining and steering. "Centrax has been an amazing resource for me," says Gaye Rowland of Share Plus Federal Bank, Plano, TX. "The CRA, the HMDA and the Fair Lending data that they help us collect and then help us to interpret has been invaluable for us in all of our reporting and in our compliance exams." MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients' job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. "Marquis is our partner, not just our software vendor," explains Cheryl Burns of First Federal Bank of Louisiana Lake Charles, LA. "They are the software that we measure all other software. Their expertise in regulatory compliance, and their knowledge and their technical support are unsurpassed." MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CdTrax: *******www.gomarquis****/manage-community-development-activity.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act
10 Feb 2012
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0:18
Marquis is comprised of professionals that know how to get results. “I'm passionate about helping you get results in an ever-changing CRA, HMDA and Fair Lending environment,” Senior Vice President of Consulting Linda Crank claims. “And if you haven't done the job previously in the financial industry, you can't help someone get results now, and simply put nothing else matters... it's all about results.” MARQUIS provides the tools to make managing compliance easy and efficient. Their easy-to-use CRA, HMDA, and Fair Lending software has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.”  CRA Software MARQUIS’ CRA compliance solutions encompass data integrity, activity tracking, file reviews, exam management, performance reviews and mapping. C/dTrax is an automated method of collecting and reporting Community Development activities, while C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA efficient and affordable. HMDA Software HMDA compliance is easier with software that facilitates HMDA file reviews, geo-coding, data integrity and peer analysis. MARQUIS can help analyze HMDA data or conduct a full scale review. Fair Lending Software MARQUIS helps clients navigate Fair Lending regulations with software that addresses vital processes such as monitoring, risk assessment and exam management and performance reviews that highlight potential pitfalls in underwriting, redlining and steering. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Linda Crank, senior vice president, has been with CenTrax/MARQUIS for 17 years. She ensures client compliance with CRA, HMDA, and Fair Lending regulations with a strategic, risk-based approach. With more than 28 years of financial industry experience, Linda leverages her knowledge of compliance, risk management, operations, marketing, regulatory examinations and technology to provide an integrated approach to contemporary compliance issues. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CdTrax: *******www.gomarquis****/manage-community-development-activity.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act
10 Feb 2012
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0:20
Building strong client relationships is something Marquis employees take to heart. And for Ben Swanson of Support Services it’s not just busineess. “The most important thing to me that I'm passionate about is caring about the people I'm helping,” he says.“It's about learning more from them than I could ever teach them. It's about being real with them and enjoying the people I help. Every client has a story and I always end up learning so much more from them than I could ever hope to teach them. I love learning about what's going on with them, beyond marketing and banking stuff because lot of people deal with banking every day and they are okay in those downtimes to actually talk about real things that aren't just the weather.” At Marquis everyone’s contribution is important. “One of the best things about Marquis is that anybody can have a game changing idea, and we can actually watch it get implemented as it happens,” Ben says. MARQUIS provides the tools to make managing compliance easy and efficient. Their easy-to-use CRA, HMDA, and Fair Lending software has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.” CRA Software MARQUIS’ CRA compliance solutions encompass data integrity, activity tracking, file reviews, exam management, performance reviews and mapping. C/dTrax is an automated method of collecting and reporting Community Development activities, while C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA efficient and affordable. HMDA Software HMDA compliance is easier with software that facilitates HMDA file reviews, geo-coding, data integrity and peer analysis. MARQUIS can help analyze HMDA data or conduct a full scale review. Fair Lending Software MARQUIS helps clients navigate Fair Lending regulations with software that addresses vital processes such as monitoring, risk assessment and exam management and performance reviews that highlight potential pitfalls in underwriting, redlining and steering. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Ben Swanson accurately describes himself as “a two-year pillar of our spectacular Support Team.” His varied background – from dealing Blackjack to handling Q/A for a Video Game company – has one central theme: superb customer service.  MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CdTrax: *******www.gomarquis****/manage-community-development-activity.aspx CRM:  *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act
10 Feb 2012
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0:34
Clients aren’t the only ones raving about Marquis. “Marquis is the kind of company people want to work for,” says Carla Bailey, vice president, Marketing Strategist. “I never thought I would be in one place for 15 years. I have been encouraged to be innovative along the way;  use data to make decisions, take action, always improve what you do, and have some fun along the way. We certainly do here at Marquis.” MARQUIS offers a variety of services that help ease clients’ workloads while generating solid results. Compliance Services C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA both easy and affordable. MARQUIS will file submissions and perform CRA lending analysis. When CRA exam time comes around, MARQUIS has a solution that makes the process easier. C/d Trax is an automated method of collecting and reporting Community Development activities. Sales Services Managing client relationships requires timely information and easy-to-use CRM tools. MARQUIS has sales & service CRM solutions designed to meet the needs of the industry. Q-Trax is an automated CRM solution that efficiently tracks referrals, tasks and activities in one easy-to-use browser based system. Plus it is accessible from any PC or smart phone. ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork. Marketing Services OnTrax combines the world’s best MCIF with a professional consultant to guide tactical marketing initiatives and produce all of the MCIF reports and analysis. These services are customized to fit the goals of your institution. Your MARQUIS consultant will provide you with specific guidance on onboarding, client retention, loan growth, trigger based marketing and new client acquisition, and will handle the details including list generation and tracking. Creative Services The Creative Department at MARQUIS is uniquely equipped to produce targeted, data-driven direct mail and email campaigns. Custom design, copywriting, printing and mailing services are all provided under one roof, for a streamlined process and cost controls. All campaigns are tracked, so clients can prove their results and refine successful campaign strategies for future success. Consulting MARQUIS offers professional consultants specializing in sales, marketing and compliance. They will act as an extension of your marketing department, and they are focused on getting results. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Carla Bailey, vice president, has been a member of the MARQUIS team for over 14 years. Beginning at a Dallas-based financial institution, she began her career by clearing off the proverbial dust from the MCIF and making it sing. She now does the same for MARQUIS clients, designing and implementing marketing strategies that really work. With an MBA from The University of Texas at Dallas, Carla combines data analysis, smart solutions, and ongoing communication to ensure every client’s needs are met. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   QTrax: *******www.gomarquis****/standalone-crm-software.aspx CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CRM: *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act  
10 Feb 2012
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0:24
Marquis excels at making clients and employees happy and successful. Felicia Garza of support services enjoys the teamwork among Marquis employees. “I really love working at Marquis because of the environment. Every one works together as a family. We have several different departments but we all cross lines to help each other to help our clients get the results. Whatever you need, we never say no. We will do whatever it takes to get you what you need.” MARQUIS offers a variety of services that help ease clients’ workloads while generating solid results. Compliance Services C-Trax is a unique bundle of the best compliance services and consulting that make CRA & HMDA both easy and affordable. MARQUIS will file submissions and perform CRA lending analysis. When CRA exam time comes around, MARQUIS has a solution that makes the process easier. C/d Trax is an automated method of collecting and reporting Community Development activities. Sales Services Managing client relationships requires timely information and easy-to-use CRM tools. MARQUIS has sales & service CRM solutions designed to meet the needs of the industry. Q-Trax is an automated CRM solution that efficiently tracks referrals, tasks and activities in one easy-to-use browser based system. Plus it is accessible from any PC or smart phone. ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork. Marketing Services OnTrax combines the world’s best MCIF with a professional consultant to guide tactical marketing initiatives and produce all of the MCIF reports and analysis. These services are customized to fit the goals of your institution. Your MARQUIS consultant will provide you with specific guidance on onboarding, client retention, loan growth, trigger based marketing and new client acquisition, and will handle the details including list generation and tracking. Creative Services The Creative Department at MARQUIS is uniquely equipped to produce targeted, data-driven direct mail and email campaigns. Custom design, copywriting, printing and mailing services are all provided under one roof, for a streamlined process and cost controls. All campaigns are tracked, so clients can prove their results and refine successful campaign strategies for future success. Consulting MARQUIS offers professional consultants specializing in sales, marketing and compliance. They will act as an extension of your marketing department, and they are focused on getting results. MARQUIS is committed to getting results that exceed expectations. For more than 20 years, MARQUIS has been committed to finding compliance, sales and marketing solutions for financial institutions. They are focused on making the clients’ job easier, faster, and more accurate. MARQUIS is the largest provider of MCIF solutions to financial institutions in the world and serves 750 clients worldwide. They can assist clients in employing data-driven MCIF and CRM together to get exceptional results. MARQUIS is also a pioneer in compliance software, with CRA, HMDA and Fair Lending solutions. They offer easy-to-use software, outsourced services, and professional consulting that directly addresses the needs of each client and delivers the results they desire. Felicia Garza, Support Services, has been with MARQUIS for four years. Her 10 years of customer service experience enable her to meet clients’ needs in a professional, efficient, and helpful manner, quickly helping them get the support and the results they need. MARQUIS Software Solutions, Inc. 5465 Legacy Drive Suite 750 Plano, Texas 75024 800.365.4274 469.241.9545 fax www.gomarquis****   QTrax: *******www.gomarquis****/standalone-crm-software.aspx CTrax: *******www.gomarquis****/hmda-compliance-and-cra-services.aspx CRM: *******en.wikipedia****/wiki/Customer_relationship_management CRA: *******en.wikipedia****/wiki/Community_Reinvestment_Act HMDA:  *******en.wikipedia****/wiki/Home_Mortgage_Disclosure_Act
10 Feb 2012
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