Guarantee brand compliance for presentations, quotes and more
Equip advisors and analysts with brand-compliant templates that can be personalized and shared with every client.
Trusted by the world’s top financial institutions
Marq for Financial Services
Cut out repetitive design requests for good by equipping advisors with lockable brand templates that can be used for every client interaction.
Advisors can personalize documents and distribute polished content to clients without fear of breaking compliance standards.
Integrate data sets into templates so advisors can quickly generate rates, reports, and more with a single click.
Leave a lasting impression on clients by quickly sharing personalized content when they need it the most.
Leverage data automation and brand templates to distribute compliant content faster.
Maintain brand compliance and equip advisors, loan officers, agents, and more with data-driven content that wins business.
Import your favorite designs
Upload existing client-facing assets from any design platform or use one of our ready-made templates and make it your own.
Turn any design
into a template
Turn designs into templates that your advisors can use again and again. Lock logos, fonts, colors, and more in place so everything stays brand compliant.
Personalize with buyer data
Advisors and agents can quickly personalize approved templates or use automation to instantly populate rates, compliance statements, and more.
Order prints or post to social
Advisors can request design approval, download content to share via email, or post content directly to social media or the web.
Why hundreds of the fastest-growing
financial services brands love using Marq
“The minute we rolled out Marq, we received positive feedback and saw immediate adoption from our team… We’ve proven that self-serve content can be fast, on-brand, and high quality.”
Bill McCandless
Head of Content House
Kyndryl
“Our creative team exists to present Yext in a consistent, buttoned-up way. Marq helps us do that by giving our reps the freedom to personalize their own assets while still adhering to our brand guidelines.”
Alex Felsenstein
Creative Director
Yext
“I have three designers on my team and I need them focusing on the most complex projects. Using Marq is like having ten more team designers who deliver the same quality content every time.”
Bill McCandless
Head of Content House
Kyndryl
Questions? We’ve got answers.
Marq’s platform enhances financial services content marketing by enabling agents to rapidly create and update personalized, on-brand content. By using Marq’s lockable brand templates and data integrations, financial services firms can produce content like rate tables and pricing sheets in seconds, ensuring up-to-date and consistent branding across all marketing materials.