Financial institutions interact with people on many levels, each interaction generates information about customers and prospects. A Customer Relationship Management system allows you the opportunity to improve service, improve  efficiency, and make new sales.

Enhance Service & Experience

Capture valuable customer interactions across all channels and share an integrated view of enhanced and accurate customer information with all front-line personnel.

Improve Efficiency

Automate service, sales and operational workflows while calculating and tracking incentives to manage pipelines and referrals.

Increase Sales

Leverage next best product and sales scripts to create targeted follow-up lists for staff making it easy to send, receive and track referrals.

CRM Software

CallTrax NEXT is a CRM system designed exclusively for financial institutions. At Marquis, we speak your language, and have built a CRM system with features and functionality designed around financial services practices, with terms that are recognizable and intuitive.

Contact us for more information about our CRM software.

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Click here to download Marquis’
CRM Implementation Whitepaper.