Over 700 financial institutions in North America have trusted Marquis'​ software and consulting solutions for over 30 years. Marquis features a robust offering of marketing and compliance data analytics, marketing automation tools, professional services, CRM software, Exam-ready compliance software, and a full array of analog and digital marketing tools including direct mail, email fulfillment, and website tracking.

Banking

Enterprise Software

Professional Services

Marquis

Marquis' headquarters in Plano, TX, United States

Susan R. Faulkner

Jeff Wolf

Jason Krumbholz

Jacque Weber

Dana Ohm

Jennifer Johnston

Stacy Retterath

Robert Shibla

Nazanin Safi

Kenneth L. Dickerson

Jennifer Cooper

Jason Wood

Christy Brennan

Mike Verardo

Dba Dr. Amy McConnell Cmp, Cme

The Leadership Team at Marquis drives the strategic vision and operational excellence of the company, overseeing key areas such as marketing strategy, product development, and client relationships. With a diverse range of expertise in analytics, engineering, and sales, this team collaborates to enhance Marquis' innovative software solutions and consulting services, ensuring the company remains a trusted partner for financial institutions across North America. Their leadership fosters a culture of continuous improvement and client-focused solutions, positioning Marquis as an industry leader in marketing and compliance data analytics.

Leadership Team

The Marketing and Analytics team at Marquis is responsible for driving strategic marketing initiatives through data-driven insights. They analyze market trends and customer behavior to inform marketing strategies, optimize campaign performance, and enhance client communications. This team leverages advanced analytics and marketing automation tools to deliver effective marketing solutions that support the growth and compliance needs of financial institutions.

Marketing and Analytics

The Software Development and Engineering team at Marquis is responsible for designing, developing, and maintaining innovative software solutions tailored for financial institutions. This team collaborates closely to ensure high-quality performance and compliance in products, leveraging advanced data analytics and marketing automation tools. With a strong focus on agile methodologies, they drive product development from conception to deployment, ensuring that Marquis continues to meet the evolving needs of its clients.

Software Development and Engineering

The Client Support and Implementation team at Marquis provides essential assistance to financial institutions as they integrate and utilize Marquis' software solutions. They ensure a smooth transition through expert implementation and ongoing support, addressing client inquiries, troubleshooting technical issues, and delivering training to maximize the effectiveness of the software. This dedicated team plays a crucial role in fostering positive client relationships and driving overall satisfaction.

Client Support and Implementation

The Finance and Accounts team at Marquis manages the financial health of the company by overseeing budgeting, reporting, and compliance. This team ensures accurate financial transactions and accounts payable processes while providing strategic insights to support decision-making. With expertise in CRM configuration and financial strategy, they play a crucial role in optimizing revenue and maintaining stakeholder trust.

Marquis

Org chart

Teams

Leadership Team

Marketing and Analytics

Software Development and Engineering

Client Support and Implementation

Finance and Accounts

Offices

Marquis

Org chart

Teams

Leadership Team

Marketing and Analytics

Software Development and Engineering

Client Support and Implementation

Finance and Accounts

Offices

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