Brand Management for Financial Services
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.
![Hero-2-1](https://www.marq.com/wp-content/uploads/2023/12/Hero-2-1.webp)
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.
Maintain brand compliance
![USC email icons_pink wand 1](https://www.marq.com/wp-content/uploads/2023/08/USC-email-icons_pink-wand-1.webp)
Save time with automation
![USC email icons_pink lock 1](https://www.marq.com/wp-content/uploads/2023/08/USC-email-icons_pink-lock-1.webp)
Connect with more clients
![USC email icons_pink group 1](https://www.marq.com/wp-content/uploads/2023/08/USC-email-icons_pink-group-1.webp)
HOW MARQ WORKS
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.
STEP ONE
Import your favorite designs
![Group 811542](https://www.marq.com/wp-content/uploads/2023/08/Group-811542.webp)
![Template-Library1](https://www.marq.com/wp-content/uploads/2023/12/Template-Library1.webp)
![Turn_any_design-1](https://www.marq.com/wp-content/uploads/2023/12/Turn_any_design-1.webp)
STEP TWO
Turn any design into a template
STEP THREE
Personalize with buyer data
![Automation1](https://www.marq.com/wp-content/uploads/2023/12/Automation1.webp)
![Marq_Editor-2-1](https://www.marq.com/wp-content/uploads/2023/12/Marq_Editor-2-1.webp)
STEP FOUR
Order prints or post to social
Why hundreds of the fastest-growing
financial services brands love using Marq
![retain-more-agents](https://www.marq.com/wp-content/uploads/2023/12/retain-more-agents.webp)
Support your advisors
“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.”
![1680203470720](https://www.marq.com/wp-content/uploads/2023/12/1680203470720.webp)
Bill McCandless
Kyndryl
![Group-811570](https://www.marq.com/wp-content/uploads/2023/12/Group-811570.webp)
Safeguard your brand
“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.”
![Ellipse-60](https://www.marq.com/wp-content/uploads/2023/12/Ellipse-60.webp)
Alex Felsenstein
Yext
![save-valuable-time](https://www.marq.com/wp-content/uploads/2023/12/save-valuable-time.webp)
Save valuable time
“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.”
![1680203470720](https://www.marq.com/wp-content/uploads/2023/12/1680203470720.webp)
Bill McCandless
Kyndryl