Home > Wealth Management > Online Systems

Online Systems

Newkirk has a long history of providing valuable online content and database management assistance to financial institutions. This support includes the development of an institution’s ability to communicate electronically and to prospect within existing future file records for unique cross-selling opportunities.

Newkirk can help your institution generate revenues that may have escaped you in the past.

Financial Resource Center

The Financial Resource Center is designed to be an online repository of financial content, categorized by life-stage and branded with your company logo. The site is a single source of financial information for all age groups.

Newkirk ePubs

A comprehensive electronic content archive and delivery system. Use Newkirk ePubs to obtain electronic versions of booklets, brochures, and newsletters for posting on your website or any other electronic means.

Internet Articles Library

Find accurate, easy-to-read content for use in your client newsletters, website, or presentations.

Future Fee Database Management

Newkirk’s Will File Online provides institutions with secure, real-time access to the most current information on their fiduciary relationships.

Database Management Support

Newkirk can support your business development efforts by providing mailing list file recommendations and management of list hygiene for your internal marketing database. For more information, e-mail Ellie Alexander at ealex@newkirk.com.

 

Click here to request information regarding Newkirk's Online Database Management Services. Or, contact Newkirk by phone at 800-525-4237.