Clients Praise Marquis Software and Services

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MARQUIS offers a variety of services that help ease clients' workloads while generating solid results. ...
MARQUIS offers a variety of services that help ease clients' workloads while generating solid results. "We owe a lot of our success, a great deal of our success to our partnership with Marquis," says Susan Chapman of Smart Financial Credit Union, Houston, TX. Donna Kimes of Farmers and Merchants Bank, Stuttgart, AR adds, "I'm so thrilled that Marquis introduced the OnTrax product because it frees me up to do the things that I not only am passionate about, but that I need to do." 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. Susan Balbaugh of Consumers Credit Union, Oshtemo, MI has been enjoying the success of direct marketing. "We have been working with Marquis now for a few months with their direct mail program specifically the recapture programs. We did our first auto loan recapture recently and it was just phenomenal. We worked well over $250,000 in loans from that program alone. It's really brought our direct marketing to a whole new level and it's brought our analysis to a whole new level." 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. "Our consultant is fabulous, she is part of the local government team and she has really helped us analyze our data and make good decisions as to how to interact with our members." 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. "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. "We have been using MarketTrax for many years but we engaged in an OnTrax contract about two and a half years ago, and it was the best decision we could make," says Karen Mantica of Local Government FCU, Raleigh, NC. 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
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