Software Solutions Keep Pace with Client Needs

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Client needs are what drive production at Marquis. “Marquis is designed with you in mind,” Todd Young fro...
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