Marquis Software Solutions

Founded in 1986, Marquis Software Solutions specializes in providing marketing automation software and services tailored for banks and credit unions. Its offerings include customer relationship management (CRM), data analytics, direct marketing, and compliance solutions for regulations such as CRA, HMDA, and fair lending. The company serves over 400 financial institutions worldwide.

John Kassing

Chief Revenue Officer and Co-Founder

2 past transactions

ZAG Interactive

Acquisition in 2023
ZAG Interactive is a digital agency specializing in website design and hosting services. They focus on creating ADA-compliant, responsive websites and offer comprehensive solutions including digital strategy, development, search engine optimization, pay-per-click advertising, and social media management.

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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