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. . .


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:

What Do We Do?

direct mail

Direct Mail

Online Management Hub

Our online direct mail module lets you edit pieces for free, manage orders, and approve distribution all while spending about 15 minutes per mailing.

email campaigns

Email Campaigns

Online Management Hub

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.

marketing services

Marketing Services

Everything you need to succeed.

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


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Our Clients