Marquis, a Plano, Texas-based fintech company that is focused on getting results for over 700 financial institutions nationwide has deployed DealCloud.
Marquis sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic professional services, profitability, and direct and digital marketing – along with CRA, HMDA & Fair Lending compliance. For about 30 years, Marquis’ focus has been to partner with their clients to realize provable results with its software solutions and professional services. “DealCloud has given Marquis complete client and prospect visibility across the company. The implementation team was able to work with each department to configure DealCloud to their unique needs including departmental dashboard reporting and workflows. Business development can closely monitor deals and renewals, support can identify common product requests, and learning & development can track our clients’ training progress over the life of their subscription. Deal Cloud’s flexibility also allows us to further configure the solution as our business evolves,” explains Leslie Watson-Stracener, Compliance & Client Experience Executive at Marquis.
For more information about Marquis, visit: www.gomarquis.com