Overview
Marquis is a marketing technology platform that allows Capital City Bank to leverage our extensive client data to automate personalized product offers for clients. Coupled with our 22(2)3 new client onboarding process, Marquis automatically generates e-mail, direct mail, and even a few text messages to promote services, cross sell products, advise of account benefits, and send client birthday wishes and bank anniversary messages.
The data-driven, personalized marketing initiative through Marquis is a huge step in helping us promote stronger relationship, understand and respond to our clients' needs, retain more deposit clients', cross-sell additional products and services, and contribute to the Company's overall revenue goals.
Associates can use Marquis' CommLink to access e-mail and direct mail communication and marketing offers that have been sent to a client.
DeleteAutomated Onboarding
Our 90-day automated onboarding focus includes:
First 45-days (Services)
- Reg E Opt-in to overdraft coverage for ATM and everyday debit card transactions
- Online banking enrollment and CCBMobile app download
- Online banking features
- Bill pay
- Zelle®
- CCBMobile deposit
Bounce Protectionsm eligibility
Second 45-days (Products)
- Credit product offers (Credit card and/or Consumer Line/Home Equity Line of Credit)
- Wealth Management
- Referral Rewards
Timeline of Onboarding Touchpoints
- {Day 1} WELCOME [E-mail]
- {Day 2} Handwritten Note from Banker [Direct Mail] AND either Online Banking Activation [E-mail] OR Enroll Now in Online Banking [E-mail]
- Online Banking Features [E-mail]
- Sign Up for Debit Card offer [E-mail] OR Debit Card Reg E Opt-in [E-mail]
- {Day 14} Banker Outbound Call [Phone] - Central Issue Debit Card Received
- Credit Card Offer [E-mail] OR either Consumer Line of Credit (CLOC) or Home Equity Line of Credit (HELOC) [E-mail]
- CLOC or HELOC [E-mail] OR Capital City Investments/Wealth/Trust Company Invitation [Direct Mail]
- Capital City Investments/Wealth/Trust Company Invitation [Direct Mail]
- {Day 90} Banker Outbound Call [Phone] AND Register for Referral Rewards [E-mail]*
Other Touchpoints:
- Day 45 - Bounce Protection Now Available [E-mail]
- Day 60 - Optional Banker Outbound Call [Phone]
* If client already has a wealth management relationship, they will receive the Referral Rewards offer before Day 90. Check CommLink to see what messages have been sent to the client during onboarding.
Sample Consumer Onboarding Messages
See our NetInterest news story on Marquis for examples of additional onboarding and message examples.
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