MARQUIS. Compliance. Software. Marketing.

Database marketing How database marketing works, and how it can help your institution grow.	Profitability Growing your bottom line.	Sales & service CRM How to identify, understand and retain your most profitable relationships.
CRM: A blueprint for success Four steps to leverage the power of CRM.	Reboarding $1B An anniversary program uses next product potential to deepen customer relationships.	Loan growth $400m Existing customers are a rich field for loan recaptures.
Referral tracking $300m The more your employees use your referral system, the better. This client went from 10% staff participation to nearly 95%.	Cross-selling $320m When 70% of your customers are single-service, it's time to switch strategies.	Cross-selling $1.6b Learn how value scores, P$ycle codes and product propensity can drive results.
Client intelligence $198m Managing SEG relationships can be easy and efficient.	Referral tracking $482m A streamlined referral system has a positive impact on the bottom line.	Referral tracking $350m Commercial lenders are integrated into the pipeline process, for better results.
Referral tracking $335m What happens when you implement a formal onboarding program and automate your incentive tracking?	Client acquisition $350m A prospect campaign uses branch proximity to attract new households.	Client retention $325m Identify and target your most profitable relationships. This client went one step further!
Cross-selling $240m View some amazing results from a monthly cross-selling matrix program.	Cross-selling $290m Here's a program you should probably be running at least once a year.	Cross-selling $350m Would you like to increase your average household profitability? Here's how one client did it.
Deposit growth $155m A calling campaign uses MCIF and CRM technology to boost deposits.	Deposit growth $300m Even on a limited marketing budget, one MARQUIS client increased term deposit balances by $6.5 million.	Deposit growth $336 What do beacon scores have to do with deposit growth? You may be surprised.
Loan growth $110m MARQUIS solutions prove their worth over time.	Loan growth $296m Want to generate loan growth? Open, inactive lines of credit are a logical place to start.	Loan growth $350m It's not all about loan volume. Quality counts, too. Here's one approach for reducing delinquency.
Loan growth $455m A simple strategy made a big difference in this client's credit card portfolio.	Onboarding $60m Here's more evidence that the first few months of a relationship are the best time to offer additional products.	Onboarding $500m How can you make an onboarding strategy even better? Here are some successful ideas.
Onboarding $900m This financial institution achieved remarkable results from a multi-channel onboarding program.	Onboarding $1.1b Retention rates dramatically increased when this client implemented an onboarding matrix campaign.	Reboarding $878m Effective segmentation supports a successful cross-selling effort for personal and business customers.
Referral tracking $400m Learn how improvements in internal communication can impact account growth.	Referral tracking $1b An upgraded referral system has a dramatic impact in just 60 days.	Strategic Research $110m How can you make the most of a tight budget? Here is one client's approach.
What if repricing $102m Pricing decisions are important. Here, a what-if analysis helped to determine the proper strategies.	Corporate brochure Everything you need to know about MARQUIS.	Marketing brochure An overview of MarketTrax, OnTrax and ExecuTrax.
CRM brochure Learn about ExecuTrax and CallTrax, our CRM solutions.	Financial case for MCIF How MCIF delivers ROI.	Marketing and the information imperative Why information is the key to delivering ROI.
MCIF Success stories Proof of measurable results!	CRM for everyone Lead generation and referral tracking for every financial institution.	10 Keys to Success with CRM Get results with CRM at your financial institution!
The Four Keys to client Retention Your growth depends on reducing your attrition rate.	CRM yada yada yada Success lies in the details – so don't settle for less.	A Beginner's Guide to Establishing a Sales and Service Culture Creating a sales culture: how and why.
The Synthesis of Sales Marketing and CRM Growing through a thoughtful, organized approach to marketing, sales and CRM.	CRM Aint Nuttin without MCIF Why MCIF is the foundation of true sales & service CRM.	CEO Guide to CRM Achieving better service and stronger cross-selling results.
Questions for your CRM vendor Nail down the important details, right from the start.	Onboarding e-Brochure	Loan Growth e-Brochure
Prospecting e-Brochure	CRM, MCIF and Direct Marketing - Account reactivation Discover the magic! Here’s a real-life example of variable, targeted direct mail that produced amazing results.	MCIF and Creative - A Hero Among Us One client moved from mass media to a highly targeted strategy … what a difference!
Automated referral systems yield big results If you’re still using a paper-based referral system, there is a better way! Find out how one MARQUIS client increased referrals and sales.	Onboarding the right way What’s the best way to transform households from single-service to fully engaged? The key is onboarding. MARQUIS makes it easy.	Profile most profitable for retention If 1% of your customers generate 100% of your profit – don’t you want to know who they are? Here’s how one MARQUIS client took action.




	Marketing in financial services today requires the ability to execute your strategic marketing plan. Getting and using exceptional MCIF & CRM data to drive your plan is the first step. Unfortunately, many fall behind in getting it all done, as they are tasked with too many objectives. We can help.