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0:32
MARQUIS is all about results. “If you are all about winning advertising awards you are probably at the wrong website,” says General Manager and Creative Director Tony Rizzo. ”But if you are about the rewards of a healthy bottom-line using your data for analysis action, execution and tracking then you have come to the right place. Put over a century of work, a century of experience to work at your institution today.” 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. Tony Rizzo is the General Manager/Creative Director of MARQUIS Creative. For the past 20 years Tony has served the Credit Union Movement in many diverse roles ranging from auditing to advertising. Tony pioneered the concept of 1:1 marketing for credit unions and has been involved with thousands of campaigns designed to do one thing: get results. MARQUIS 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  
9 Oct 2011
335
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0:11
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, 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. Todd Young,Client Training, joined MARQUIS in 2000 and has been in the financial services industry since 1995. With a BS of Science in Marketing and Management, his professional credentials include accreditation from the ABA School of Bank Marketing & Management and Certification as a Financial Marketing Professional. Todd’s experience includes managing the MCIF system for a division of Fulton Bank. 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
9 Oct 2011
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0:30
Marquis has positioned the right people in the right place to make things happen. “After the indictment at Enron, I really didn't hold on much hope for getting a job, says Tim Cline, vice president of Product Development. “And one night after lockdown, I hear Roko talking about, well there is this company called Marquis hiring for documents writer. So about two weeks later I get off for good behavior and I go in, and I apply. Marquis is a company that really takes pride in their confidentiality. That's something I can relate to.” 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. Tim Kline, vice president for Product Development, has been with MARQUIS for 18 years. He supports the company through solid, “bug-free” software solutions. 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
9 Oct 2011
553
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0:25
Marquis offers a unique level of client support. “At Marquis, on track services is not your typical client vendor relationship where we taught you once or twice a year and then check you off our list,” Marketing Strategist Susan Corrigan explains.“We have daily interaction with our clients and are truly an extension of your marketing department. Interacting with our clients allows us to develop marketing strategies that make financial sense. With Marquis you get proven experience and results.” 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. Susan Corrigan, marketing strategist for MARQUIS, acts as an OnTrax consultant with daily client contact. Susan recognizes the importance of consistent communication, and her clients view her as a valued member of their Marketing Departments. She has over 18 years of proven experience in financial services marketing, and enjoys developing smart strategies for real 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
9 Oct 2011
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0:47
Marquis employees are proud to offer the highest quality of support for their clients. According to General Manager Ryan Housefield, that dedication is part of what makes his job so enjoyable. “I enjoy working at Marquis. We are a large and growing family with one common purpose of striving to exceed our client's expectation everyday and deliver measurable and significant bottom-line results for their sales and marketing efforts. We also strive to maintain our cohesiveness as one team in order to deliver on that promise.” Ryan appreciates how unique that promise is. “Nowhere else will you find an equivalent caliber of experience and expertise combined with professionals who truly care about their clients and helping them achieve their long term sales and marketing goals. After spending seven years in the financial services industry, never have I worked somewhere that cares more about their clients and helping them achieve their long term goals. And to me that is why I enjoy working at Marquis.” 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. Ryan Housefield, regional manager, served as financial advisor for three separate Wall Street firms, and was VP of Sales and Marketing for an international trade and investment banking firm, before joining MARQUIS. Ryan understands financial services, sales and marketing and how to combine all three for sustainable growth, relevance and profitability. 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
9 Oct 2011
474
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0:13
Top professionals in the financial industry are what make up Marquis, a pioneer in compliance software and services. “Marquis is a great place to work,” says Michael Tubbs, variable data programmer. “It's like a family, everyone and everything is working in concert to make sure that you as the client get what you need. It's a great group to be a part of and I'm proud to be a part of it.” 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. Michael Tubbs joined MARQUIS in 2006. Mike originally used his technical skills to assist clients as a member of the Support department. Over the years his graphic design abilities also aided the company in varied media. As the Variable Data Programmer at MARQUIS Creative, his abilities make him a valuable part of the MARQUIS team. 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
9 Oct 2011
166
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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
9 Oct 2011
364
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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
9 Oct 2011
271
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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
332
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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
228
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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
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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
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