Marquis Software Solutions

Marquis sells a suite of marketing automation, customer-relationship management, and regulatory-compliance tools designed exclusively for US banks and credit unions. The platform ingests account-level data, segments customers by behavior and demographics, and then orchestrates multi-channel campaigns — direct mail, email, SMS, surveys — while also preparing compliance-readiness reports for lending exams. The firm also provides website design, hosting, and ADA conformance services to its financial-institution clients.

The company’s website states that it is trusted by over 500 — and elsewhere, more than 700 — banks and credit unions. No audited client count or external verification of that figure has been published.

Marquis asserts on its website that clients earn an $11 return for every dollar spent on the platform, along with a 10% average direct-response rate and a $3,500 average balance increase per household per campaign. The firm has not disclosed its calculation methodology or provided third-party validation of these numbers.

Yes, alongside its marketing data platform and journey-orchestration engine, Marquis operates a Compliance Data Platform that consolidates lending-performance data into visual, exam-ready reports. It also builds and hosts consumer-facing bank and credit union websites with a focus on ADA conformance and responsive design.

Marquis is a software and services company, not a family office or an asset manager. Its revenue comes from selling technology subscriptions and professional services to US community banks and credit unions; it does not manage third-party capital or make proprietary investments. Its presence in an allocator database likely stems from a misclassification.