CUSG and Rockbridge Growth Equity announce joint acquisition of Marquis Software Solutions

LIVONIA, Mich. (November 30, 2021) — Today, CUSG, a credit union service organization offering leading edge products and services in the areas of technology, marketing, HR performance and strategic advisory, announced its joint acquisition of Marquis Software Solutions, Inc, in partnership with Rockbridge Growth Equity.

Marquis is a leader in unique data analytics software and services that help financial institutions — including 446 credit unions — identify marketing opportunities and meet complex and ever-evolving compliance requirements.

"Marquis' goal is to make it easier for our clients to assemble and analyze complex customer data, behaviors and needs into actionable solutions for their customers," said Susan R. Faulkner, CEO of Marquis. "We look forward to partnering with CUSG and leveraging their unique understanding of credit union needs, as we continue to prioritize this important financial service sector."

Through its proprietary marketing consumer information file (MCIF) program, an integrated client relationship management (CRM) system and its marketing automation platform, Marquis provides solutions that solve many of the late-stage marketing challenges that credit unions face today.

"There has been an increasing demand among credit unions for resources that make is easier to communicate with members and drive consistently positive member experiences," said Dave Adams, president and CEO of CUSG. "We are thrilled by this new strategic partnership with Marquis that aligns so closely with our vision for the future of CUSG's Marketing Solutions, LLC."

The acquisition of Marquis supports CUSG's continued plans for growth with a vision to become the industry leader for credit unions requiring actionable insights derived from sophisticated multi-channel member engagement data.

As part of the acquisition, Adams will join Marquis' board of directors.

The Marquis investment is in alignment with CUSG's 2019 acquisition of MemberXP and 2020 investment in the White64 marketing agency in partnership with Pen Fed Credit Union, all in support of CUSG's strategic focus on member-centric credit union growth plans and marketing technology solutions.





About CUSG

CUSG is a credit union service organization that offers products and services in the areas of technology, marketing, HR performance and strategic advisory. The organization is home to national credit union-focused brands including Love My Credit Union Rewards, Save to Win, MemberXP, Compease, Performance Pro, Planning Pro and The Learning Center. CUSG has more than 125 investors comprised of credit unions, credit union leagues and credit union system organizations including CUNA Mutual Group and CO-OP Financial Services. The company maintains strategic partnerships with TracFone, Intuit TurboTax, Carvana, Comcast Xfinity, H&R Block, WHITE64, Access Softek, AudioEye, CalcXML, CU Risk Intelligence, CUNA Strategic Services and many others. For more information, visit

About Marquis

Marquis is a Plano, Texas-based company that is focused on getting results for over 650 financial institutions nationwide. Marquis sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability, and direct marketing – along with CRA, HMDA & Fair Lending compliance. For about 35 years, Marquis' focus has been to partner with their clients to realize provable results with its software, services, and consulting. Results. Nothing else matters. To learn more, visit