Knowledge
Financial Marketing Expertise
Matrix Manager was created to provide marketing solutions, products, and services that specifically meet the needs of financial marketers. With our simple online platform, Matrix clients can manage all of their campaign collateral (both print and digital) with a few clicks of the mouse.
Matrix understands the complexity of financial marketing programs and has created processes that are fast and easy for our clients who are managing any of the following campaigns:
- Onboarding
- Customer/Product Acquisition
- Retention
- Automated Communication (Birthday/Anniversary, Welcome, and more)
- Trigger
- Financial Notices
- Auto Recapture
- Custom Marketing Solutions and more. . .
Alliances
In addition, Matrix Manager is aligned with several financial suppliers who offer services that frequently supplement the campaigns created for our clients. These providers include the following:
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Products & Services
What Do We Do?
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Direct Mail |
Our online direct mail module lets you edit pieces for free, manage orders, and approve distribution all while spending about 15 minutes per mailing.
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Email Campaigns |
Sending email is fast, easy, and effective using our email module and Advertising. Change images and copy, upload custom HTML, manage distribution, and access tracking all from a secure account.
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Marketing Services |
We’re more than just collateral management platforms. We leverage our technology when the occasion calls for it, but more than that we have a full suite of marketing services under one roof.
Featured Clients
Since our inception in 2003, we’ve been lucky to help credit union and bank marketers at financial institutions across the United States. These are just a few of our valued clients.
Matrix Manager, Inc.
1430 Blue Oaks Blvd., Ste. 230 Roseville, CA 95747
1-877-258-9037