Guarantee brand compliance for presentations, quotes and more
Equip advisors and analysts with brand-compliant templates that can be personalized for 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 in 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.”
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.
“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.”
Connect upstream assets to your
creative workflow
Seamlessly connect DAM to Marq—ensuring easy access to relevant assets, regulatory content, and brand materials
Agents get instant, centralized access to pre-approved assets they can drag and drop into designed templates
Mirror DAM permissions to control branding, disclaimers, and licensing at every level, locking in compliance and approvals
Auto-sync policy docs and marketing materials so updates reach the right people in real time
Tie content creation to the
tools your firm relies on
Make creating, monitoring, and sharing on-brand content
even easier by integrating with your existing tech stack.
Equip agents and brokers with up-to-date, compliant content directly within your CRM
From policy proposals to compliance-approved marketing materials, serve up accurate, on-brand content to sales teams—without manual data entry.
- Auto-fill policy details, disclaimers, and regulatory language based on state, plan, and product types
- Keep coverage details, agent and broker credentials updated in real-time across all materials
- Eliminate the risk of off-brand edits and inaccuracies in customer-facing documents
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.