# Marquis

> Marquis supplies banks and credit unions with customer data, CRM, marketing automation and regulatory compliance software, supported by consulting, campaign production and digital services. Its approach connects account-level information to targeted outreach and measurable financial outcomes.

- **Founded:** 1987
- **Headquarters:** Plano, United States
- **Founders:** Les Kassing (Founder)
- **Products:** Marketing Data Platform, CRM, Compliance Data Platform, Conversational Analytics / KEYS, Journey Orchestration
- **Notable:** Marquis reported 197,000 direct-response accounts and $5.3 billion in balances from more than 1,000 campaigns by 100 client institutions in 2023., Reported 10x average direct marginal-profit ROI for that 2023 campaign cohort., Reported six client banks earned Outstanding CRA ratings in 2023 while using its Compliance Data Platform.

## Products & services

- **Marketing Data Platform** — Centralizes individual and household data; supports cleanup, segmentation, campaign management and reporting.
- **CRM** — Financial institution CRM for coordinating customer relationships, sales, service and marketing.
- **Compliance Data Platform** — Lending data collection, correction, maps and analysis for CRA, HMDA, fair lending and Section 1071 workflows.
- **Conversational Analytics / KEYS** — Six interactive analysis tools covering life stages, attrition, demographics, product adoption, markets and executive action.
- **Journey Orchestration** — Behavior- and event-triggered communications for onboarding, retention and cross-selling.
- **Digital Communication and Engage** — Email and other digital communication tools, with campaign creation and implementation services.
- **SwitchKit** — White-label solution combining Marquis and third-party products to encourage direct-deposit and card switching.
- **Strategic Consulting** — Financial marketing strategy, peer analysis and ongoing campaign review.
- **Creative Design & Production** — Campaign creative, direct mail printing and production.
- **ZAG Web Design & Technology** — Website design, CMS development, hosting, accessibility and digital marketing services.
- **MDP-to-ZAG CMS personalization** — API connection between MDP and Kentico or Umbraco websites to support personalized content.

## Achievements

- Marquis reported 197,000 direct-response accounts and $5.3 billion in balances from more than 1,000 campaigns by 100 client institutions in 2023.
- Reported 10x average direct marginal-profit ROI for that 2023 campaign cohort.
- Reported six client banks earned Outstanding CRA ratings in 2023 while using its Compliance Data Platform.
- An anonymous Indiana bank case study reported 33 direct responses and approximately $2.4 million in new deposits.

## Latest updates

- **2024-05** — Announced SwitchKit for deposit and card switching.
- **2025-07** — Announced MDP-to-ZAG CMS API integration for Kentico and Umbraco website personalization.
- **2025-08** — A security incident occurred on August 14, 2025, according to the subsequent lawsuit and breach reporting.
- **2026-02** — Filed suit against SonicWall on February 23, alleging responsibility related to the 2025 incident; allegations are not court findings.

## Links

- Website: https://gomarquis.com/
- LinkedIn: https://www.linkedin.com/company/marquis-software-solutions/
- Twitter/X: https://twitter.com/go_marquis
- Facebook: https://www.facebook.com/GoMarquis/

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Profile page: https://yespress.io/marquis
Published by YesPress — https://yespress.io
Last updated: 2026-10-02