Uncover the True Value Behind Every Relationship.

Measure profitability, lifetime value, and onboarding impact — all in one suite.

The Marquis Profitability Calculators are designed as fast, directional tools to help financial institutions (FIs) better understand the long-term value of their relationships.

What You’ll Get

• - Lifetime Value Calculator – a framework to estimate household profitability and long-term value.
• - Onboarding Impact Calculator – models how your first 180 days with a customer or member affect lifetime performance.
• - Step-by-step instructions – clear guidance on how to input your data and interpret results.
• - Actionable next steps – once you’ve calculated your results, Marquis can help you translate them into strategy, campaigns, and measurable growth.

Why Download It

• - See where profitability lives. Quickly estimate household-level profitability across deposits and loans using your own balances and net interest margin.
• - Understand onboarding’s lasting impact. Quantify how early engagement influences long-term relationship value and retention.
• - Prioritize growth opportunities. Use insights to fine-tune your strategy and prioritize the channel, contact, and cadence of your messaging.
• - Build a case for smarter marketing. Use data-driven projections to guide decisions, justify budget, and align teams around measurable outcomes.

Fill out the form to get the calculator and start uncovering what drives profitability at your institution.