Marquis Professionals Dedicated to Helping Clients Succeed





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Published on Oct 9, 2011

Marquis employees are proud to offer the highest quality of support for their clients. According to General Manager Ryan Housefield, that dedication is part of what makes his job so enjoyable.

“I enjoy working at Marquis. We are a large and growing family with one common purpose of striving to exceed our client's expectation everyday and deliver measurable and significant bottom-line results for their sales and marketing efforts. We also strive to maintain our cohesiveness as one team in order to deliver on that promise.”

Ryan appreciates how unique that promise is. “Nowhere else will you find an equivalent caliber of experience and expertise combined with professionals who truly care about their clients and helping them achieve their long term sales and marketing goals. After spending seven years in the financial services industry, never have I worked somewhere that cares more about their clients and helping them achieve their long term goals. And to me that is why I enjoy working at Marquis.”

MARQUIS offers marketing, sales and compliance software tailored to the challenges facing financial institutions.

Marketing Software

As a pioneer in MCIF software, MARQUIS leads the industry with solutions for client retention, new account acquisition, onboarding, campaign management, direct mail fulfillment, profitability, cross-sales and product re-pricing. ExecuTrax updates client information nightly, while the OnTrax service provides an expert consultant for strategic marketing assistance.

Sales Software

MARQUIS has 100 CRM installations. Their sales & service CRM solutions facilitate referral tracking, incentive management and sales pipeline management, providing a 360° client view to optimize sales opportunities. CallTrax manages and monitors formal Sales & Service CRM initiatives, and ExecuTrax is an automated MCIF and referral tracking system that enhances sales leads, internal communication and teamwork.

Compliance Software

MARQUIS’ comprehensive CRA, HMDA, and Fair Lending software helps clients stay on top of the latest regulations, assisting with process and performance reviews, accurate reporting and risk assessments. CenTrax has received rave reviews throughout the industry and has been proclaimed "incredibly easy and complete with every feature you need.”  FastTrax, an online geo-coding system, provides census tract and demographic information associated with borrowers’ addresses.

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.

Ryan Housefield, regional manager, served as financial advisor for three separate Wall Street firms, and was VP of Sales and Marketing for an international trade and investment banking firm, before joining MARQUIS. Ryan understands financial services, sales and marketing and how to combine all three for sustainable growth, relevance and profitability.

MARQUIS Software Solutions, Inc.

5465 Legacy Drive Suite 750

Plano, Texas 75024


469.241.9545 fax www.gomarquis.com ExecuTrax: http://www.gomarquis.com/referral-tra... OnTrax: http://www.gomarquis.com/mcif-service... CENTRAX: http://www.gomarquis.com/fair-lending... FastTrax: http://www.gomarquis.com/geocoding-so... CRM:  http://en.wikipedia.org/wiki/Customer... CRA: http://en.wikipedia.org/wiki/Communit... HMDA:  http://en.wikipedia.org/wiki/Home_Mor...


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