Customer Service is Our Hallmark

Growing A Relationship

In 2003, the president of a retail golf company and golf school hired Newtek to provide outsourced digital bookkeeping for his new company utilizing our Financial Suites^TM and Bookkeeper in a Digital Box^TM. He was so pleased with our service that when he became dissatisfied with the credit card processor that he had been using he asked his new Digital Bookkeeper to recommend an alternative. He was referred to Newtek's payment processing division and remains a satisfied customer of that service as well. Recently, his company grew to the point where he required the services of an outside accounting firm on a full-time basis. He had become so accustomed to the reporting available with his Financial Suites^TM package that he required his CPA to utilize the service for his account. When he became dissatisfied with his existing banking relationship, once again he approached his representative at Newtek. We referred him to one of our banking alliance partners and he switched all of his accounts to that entity.

Developing A Relationship

An alliance partner had been pursuing the business of a multi-location restaurant chain for months. In one of their prospecting calls, they learned that the company was not happy with their current credit and debit card processor. The alliance partner introduced the President of the company to Newtek. After 3 very successful phone calls a proposal was presented to the company. All 26 of the company's locations were set up with Newtek within one week. The company is so pleased with the introduction to Newtek that the alliance partner has been assured that the company will be moving their business to them in the near future.

Protecting A Relationship

An alliance partner had a longstanding relationship with the owners of a tourism-based company. He learned that they were talking with another financial institution about their credit card processing business. In order to protect his existing business with the client, the alliance partner called Newtek. Within 3 days, Newtek had talked with the CFO of the clients' company, put a proposal together for their processing that saved them $1500 per month over the competing proposal and installed 25 PC workstations with the new processing software. The alliance partner saved a valuable 401(k) and personal planning client.

Strengthening A Relationship

An alliance partner had a long-standing and important relationship with the largest woman-owned business in their city. The client was processing both retail and wholesale transactions in excess of $250,000 per month. Their existing processor had them set-up inefficiently, resulting in unnecessary paperwork and costly time delays. The alliance partner asked Newtek to look at the client's business and see if we could help. Simply by reviewing their existing statements and discussing the processing environment, we were able to propose simple, but significant, cost-saving measures. The client was very enthusiastic about our prompt response, informative discussion and courteous interaction and impressed that Newtek's President got involved in this individual transaction. The alliance partner solidified its relationship with this very valuable client because of the added value of the referral to Newtek.

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