Marquis - CallTrax NEXT: At the Cuttingedge of CRM

In a world where data is the new currency, companies need the assistance of a service provider that can help them understand their data and information and bring it together into a very strong set of integrated solutions to improve marketing and the customer experience. This is especially true for financial institutions where they communicate with customers and prospects on numerous levels, with each interaction generating information scattered across multiple departments and systems.

“In the financial services space, the competition isn’t necessarily on the product or price or convenience. It is on competing for the personal touch and one-to-one relationship with the customers,” says Ryan Housefield, Senior Vice President at Marquis. This is relevant while taking into consideration the nature of the industry where products can be easily imitated, making it hard for banks and credit unions to differentiate themselves from the competition. It is in this line and length that Marquis, the market leader in financial services, holds value.

Since 1987, Marquis has been providing financial institutions marketing and compliance software as well as their expertise to assemble, analyze and act on data. Designed ‘by bankers for bankers,’ their services are directly aimed at addressing the pain points in the landscape. “It’s not just about the technology. Our primary aim is to understand the culture of our clients, their strategy and ideas for growth so that we can help them grow using data for efficient marketing, and CRM for elevated relationship management,” says Housefield.

The company’s newly designed CRM system, CallTrax NEXT was designed with features and functionality designed around financial services practices and banking milieu. CallTrax NEXT is focused on supporting a ‘day in the life’ of a banker or credit union professional with the necessary tools and capabilities included in the platform. The Marquis CRM program includes a comprehensive sales and service assessment and adoption plan that takes the stress out of implementation for management and the frontline doing the heavy lifting. This is carried out through a holistic approach right from the C-suite down to a contact center associate. The assessment provides strategic feedback that drives client set up and implementation from pilot group to enterprise-wide adoption.