What Marquis Software Solutions does

Marquis Software Solutions is a Plano, Texas-based software provider serving community banks, regional banks, and credit unions, with a customer base the company places at 700+ financial institutions (one source cites 500+). The company is privately held and backed by private equity sponsor Rockbridge Growth Equity, with a headcount in the 101-250 range and an operating history dating to the late 1980s. Its core offering is a cloud-based Customer Data Platform (CDP) augmented by purpose-built modules including a Marketing Data Platform, CRM, Demographics and P$ycle appends, a Compliance Data Platform, journey orchestration, and analytics. The platform is delivered on AWS infrastructure, with AI features delivered via Microsoft Co-Pilot through closed/private instances for analytics, predictive modeling, and content creation under a human-in-the-loop review process.

Name

Marquis Software Solutions

Legal name

Marquis Software Solutions, Inc.

Website

https://gomarquis.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Banking and Credit Union Marketing Software

NAICS

Software Publishers (513210), Software Publishers (51321)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Customer Data Platforms (CDP) & Identity Resolution (BPAFAFAD)

akta.pro secondary industries

Marketing Automation & Campaign Management CRM (HDAEAFAB), CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ)

Keywords

• Bank marketing software
• Credit union marketing
• Financial compliance software
• Customer data platform
• Marketing automation

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Software Subscriptions: SaaS-based software platform subscriptions providing access to marketing, CRM, and compliance solutions. Clients pay recurring fees for platform access and usage.
2. Strategic Consulting Services: Dedicated strategist support and consulting services bundled with software solutions, helping clients develop marketing strategies and optimize campaign performance.
3. Creative and Production Services: Creative design, direct mail production, and campaign execution services provided alongside the software platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels9 records

Core offering

Marquis Software Solutions provides a cloud-based SaaS marketing, CRM, and compliance platform purpose-built for community banks and credit unions. The platform centers on a Customer Data Platform (CDP) that consolidates member/customer data, supports multi-channel marketing campaigns (email, SMS, direct mail), and provides compliance workflow management. The company also offers dedicated strategic consulting, creative design and production services, and web design/hosting through its acquired ZAG Interactive subsidiary, serving over 700 financial institutions.

Product overview

Marquis is a unified marketing and compliance platform designed specifically for banks and credit unions. The core offering is the Customer Data Platform (CDP), which serves as the central hub integrating CRM, Marketing Data Platform (MDP), Demographics, and Compliance Data Platform modules. Analytics capabilities include Conversational Analytics (KEYS), Journey Orchestration (TriggerPro), and Data Detection (Business Insights). Solutions encompass Strategic Consulting (OnTrax), Cloud Services, Web Design & Technology (via ZAG Interactive), Creative Design & Production (Direct Mail), Digital Communication (DocuMatix), Click Tracking (WebTrax), and Communications Preview (CommLink). Marquis Engage provides automated onboarding campaigns, while SwitchKit enables account switching. The platform connects to financial institution core systems and delivers data-driven marketing, compliance management, and analytics across 700+ financial institutions with a claimed $11 ROI per $1 invested.

Differentiator

Problem solved

Functional benefit

Brands

• ZAG Interactive: Website design and hosting services for community banks and credit unions, acquired by Marquis in April 2023 and operating as a retained brand.

Products and services

• Customer Data Platform (CDP) Centralized hub integrating multiple data sources to create a unified member/customer 360-degree view for community banks and credit unions. Serves as the foundation for marketing, CRM, and compliance activities, enabling data centralization, householding, and cross-channel data integration.
• Marketing Data Platform (MDP) Marketing analytics, data management, and campaign execution platform (formerly ExecuTrax) that enables targeting, tracking, and reporting of marketing campaign results for banks and credit unions.
• Compliance Data Platform Compliance software and services enabling financial institutions to manage regulatory requirements, mitigate risk, and be exam-ready with organized data and visual reports.
• Digital Communication Suite Multi-channel digital marketing suite (formerly DocuMatix) for email, SMS, and behavior-based campaign execution, enabling personalized communications across channels.
• Strategic Consulting Services Expert consulting services (formerly OnTrax) for marketing strategy, campaign development, and data-driven decision making, with dedicated strategists assigned to each client account and peer-to-peer benchmarking.
• Web Design & Technology (ZAG Interactive) Website design, development, hosting, ADA conformance, and digital strategy services for community banks and credit unions, provided through ZAG Interactive, a wholly-owned subsidiary acquired in April 2023.
• Creative Design & Production Direct mail and creative production services including design, printing, and mailing for multi-channel marketing campaigns for financial institutions.
• Cloud Services Cloud infrastructure and hosting services supporting Marquis platform capabilities and digital operations for financial institutions.
• SwitchKit Account switching solution enabling financial institutions to facilitate customer account transfers from competing institutions.
• Conversational Analytics (KEYS) Interactive analytics suite (formerly KEYS) providing dynamic, visual insights into member behavior, revealing untapped marketing opportunities and supporting Market Area Analysis (MAP).
• Journey Orchestration (TriggerPro) Automated campaign management (formerly TriggerPro) enabling trigger-based, multi-channel marketing journeys for onboarding, cross-selling, prospecting, and retention campaigns.
• Data Detection (Business Insights) Analytics tool (formerly Business Insights) for identifying patterns, opportunities, churn drivers, and untapped revenue opportunities from customer data.

Quantifiable outcome

• Customers earn $11 ROI for every $1 invested in Marquis solutions
• +3 more outcomes

Named customers17 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature14 records

Partnerships

Two partnerships are on record, tiered core and supporting.

• AWS (Amazon Web Services)coreTechnology or IntegrationAWS provides cloud infrastructure and AI capabilities for Marquis's platform. According to the privacy policy, Marquis uses AI capabilities provided by AWS through closed, private instances. Client data does not flow externally to AWS's shared models or general training environments.
• Co-PilotsupportingTechnology or IntegrationCo-Pilot (Microsoft's AI assistant) is utilized within Marquis's AI toolkit alongside AWS. Used through closed, private instances to prevent data exposure to external training environments.

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Total Expert: Total Expert provides a customer engagement and marketing platform purpose-built for banks, credit unions, and mortgage lenders. It competes directly with Marquis's CDP, CRM, and Journey Orchestration offerings in the same vertical with similar multi-channel campaign capabilities.
• KlariVis: KlariVis delivers a data analytics and business intelligence platform for community banks and credit unions. It overlaps with Marquis's Conversational Analytics, Data Detection, and Marketing Data Platform modules targeting the same mid-tier FI segment.
• Alkami Technology: Alkami provides a digital banking platform with embedded marketing, CRM, and member engagement tools for banks and credit unions. It competes with Marquis's integrated suite and benefits from broader digital onboarding and servicing workflows.
• TMR Direct: TMR Direct is a long-standing provider of direct marketing, lead generation, and data analytics services to banks and credit unions. Its marketing and data services overlap with Marquis's Creative Design & Production and Demographics modules in the same FI vertical.

Broad incumbents

• nCino: nCino offers a cloud banking operating system with CRM-like member/customer management capabilities for financial institutions. It is a broader platform player serving commercial and retail banking with embedded workflow automation that overlaps with Marquis's CRM and journey orchestration features.
• FIS (Fidelity National Information Services): FIS provides core banking and digital solutions to thousands of community banks and credit unions. Its digital banking and marketing services bundle overlaps with Marquis's platform, though FIS operates at a much broader scale as an incumbent.
• Jack Henry & Associates (Banno): Jack Henry serves community and regional banks with core systems, digital banking (Banno), and marketing/personalization tools. It competes with Marquis by bundling marketing capabilities into its broader banking platform, often at the expense of standalone vendors.
• Salesforce Financial Services Cloud: Salesforce Financial Services Cloud provides a CRM and CDP platform with industry-specific data models for retail banking. While not specialized for community FIs, its scale, AI roadmap, and integration ecosystem present competitive pressure on Marquis's mid-tier positioning.

Emerging players

• Access Softek: Access Softek provides digital banking, AI-powered lending, and member engagement solutions to credit unions and community banks. Its emerging biometric and AI capabilities overlap partially with Marquis's Journey Orchestration and marketing automation roadmap.
• CoNetrix: CoNetrix provides IT security, compliance, and managed services tailored to community banks and credit unions. Its compliance and security offerings overlap with Marquis's Compliance Data Platform and, post-breach, position it as an emerging complement or competitor in the FI compliance space.

Market position

Weaknesses1 record

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/gomarquis
• Facebookfacebook.com/1406606726257687
• LinkedInlinkedin.com/company/marquis-software-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marquis Software Solutions