Marquis Software Solutions

Marquis Software Solutions, Inc. is a Plano, Texas-based company that specializes in providing marketing, sales, and compliance solutions for financial institutions both in the United States and internationally. Established in 1986, the company offers a range of services, including customer relationship management, direct mail management, and support for community reinvestment act, HMDA, and fair lending compliance. With expertise in data analytics and strategic consulting, Marquis Software Solutions aims to help over 400 financial institutions enhance their profitability and retention efforts. By providing tailored software and consulting services, the company focuses on delivering measurable results for its clients in a competitive landscape.

John Kassing

Chief Revenue Officer and Co-Founder

2 past transactions

ZAG Interactive

Acquisition in 2023
ZAG Interactive is a digital agency that assists businesses in enhancing online presence and customer engagement through tailored website design, hosting services, search engine optimization, pay-per-click advertising, and social media management strategies. They primarily serve clients from the financial sector such as community banks and credit unions.

DocuMatix

Acquisition in 2017
DocuMatix is a communications software platform that specializes in providing email marketing solutions tailored for credit unions and banks. The company offers a comprehensive suite of tools that enables financial institutions to execute automated, trigger-based marketing campaigns. These campaigns can utilize various communication channels, including email, SMS text messaging, surveys, and secure web forms, to enhance customer engagement and loyalty. By simplifying the marketing process, DocuMatix helps its clients improve their market presence and operational productivity, allowing them to effectively reach and retain their customer base.
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