Webinar – Utilizing Text Messaging to Connect with Your Customers/Members

Join Jason Fihn of Ideal Credit Union and Joline Walgamott of Marquis to learn why texting works and how you can implement it to increase engagement.

Register today for the upcoming webinar, Utilizing Text Messaging to Connect with Your Customers/Members, on Friday, March 26, at 11:00 AM CT.

During this 30-minute webinar, you will learn how Marquis makes it easy to quickly send text messages.

Text messaging enhances marketing efforts, keeps accounts on track and enriches experiences with your institution. Using text messaging to drive performance with real-time, relevant and personal content ensures your message is delivered and read quickly. Here are some of the benefits of text messaging:

Marketing Campaigns – Connect with customers/members to inform them of promotions, events or exclusive offers.

Operational and Transactional Messages – Send alerts about upcoming loan payments, low-balance limits and much more.

Important News – Keep account holders updated about branch openings, new policies and other institutional news.

BONUS: We will introduce our Fast Five Marketing Automation package. Marquis’ experts will help you take your marketing to the next level by setting up 15 triggers across text, email and direct mail. It’s that easy.


Webinar – Campaign Performance, Local Positioning and Attrition Modeling. Three insights in 45 minutes.

Register today to spend 45 minutes with us and learn the following:

  1. How campaigns perform during the pandemic. We will review aggregate analysis from over 1,000 campaigns and share what worked and how to improve performance.
  2. The shift to local. This quick-hit offers ideas and suggestions on why being hyper-local in your messaging and positioning sets you apart from the competition.
  3.  Attrition. How can you identify potential relationship risk using your ExecuTrax data? Join us to find out.

CLICK HERE TO REGISTER and join on February 26 at 11:00 AM CST.

About Your Presenter

Tony Rizzo is the Chief Marketing Officer at Marquis. Armed with a Ph.D. in psychology and a passion for marketing, Tony and his team assist financial institutions in understanding how to assemble, analyze and act on data. Having helped hundreds of credit unions and banks over his 30-year career, Tony guarantees you will walk away from this event with practical ideas you can put to use to strengthen and deepen your customer/member relationships.

ABA Webinar – Connecting Sales, Marketing and The Front Line – Move from Transactions to Relationships!

Connecting your teams is a proven way to ensure customer retention and satisfaction. Sales and good customer service begin long before your customers walk up to the teller line, call your contact center or visit with a loan officer. Join Ryan Housefield, SVP, Sales Executive, Marquis, as he provides the strategy needed to successfully connect sales, service and marketing.


ABA Webinar – Response Analysis – Examining 2020 Campaign Results and Lessons Learned

We learned a lot in 2020, but most importantly we learned what works and what doesn’t. We’ve done the research, and we’re ready to tell you what works in this new fast-paced, digital environment.

This presentation will cover results from client campaigns. The content is an industry specific resource for performance benchmarks and pro tips as you prepare your 2021 marketing plan.

We will review direct mail and email channel performance, segmentation methodology and share best practices from our highest performing campaigns. As a bonus, Dr. Tony Rizzo, Chief Marketing Officer, Marquis, will share ideas outside the financial industry for inspiration to strengthen and deepen relationships and drive sales.