Digital Publishing Platforms for Financial Services

Drive client engagement with content that is responsive and mobile-friendly

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Create Immersive Newsletters, Reports, and Magazines That Drive Client Engagement

Designing and publishing your white papers, proposals, and internal documents with our responsive publishing platforms help you deliver a curated, mobile-friendly, digital experience which will lead to client and prospect growth.

A digital financial report created in PageRaft
Two women look over a digital financial report

Impress Clients.
Enhance Your Brand.

In the Financial Services industry trust and brand reputation are critically important to your company’s long-term growth strategy.

The financial industry is rife with competition and also somewhat plagued by issues of mistrust among clients. More than ever, consumers are doing their own research well ahead of reaching out to any advisors making converting new customers a challenge. And that makes each piece of collateral that your firm produces that much more critical when it comes to positioning your brand and gaining exposure in the industry.

Mobile-First, Responsive Platforms Build Credibility

In a mobile-first world, consumers have grown used to exceedingly slick social media platforms, smartphone applications, and dead-simple shopping experiences. Not only does your collateral need to stand out but the presentation and design of your collateral needs to stand out. In an overly commoditized industry, the medium truly is the message.

To some extent, larger financial services companies have gotten the hint, offering simplified mobile apps, responsive websites, and streamlined processes. Strangely enough, many are still using these apps and websites to deliver static, unresponsive PDF-based documents.

A digital financial magazine created in PageRaft

Create Dynamic PDFs
for Your Content

If you’re using static PDFs, for your annual reports, white papers, and newsletters, consumers may wonder if you’re out of the loop or not technically savvy. That can hurt your chances of landing a client who prefers texting to phone calls.

This is a blind spot for many companies and an opportunity for others to stand out as a leader in the financial industry. NxtBook Media can help you deliver a premium content experience that delights customers and prospects alike.

Nxtbook’s platforms deliver a curated content experience for financial services that are perfect for

White Papers
Sales Collateral

and Much More...

Two Platforms. Unlimited Potential.

Nxtbook Media offers two platforms to meet the evolving needs of the financial services industry

PageRaft allows you to create a fully responsive, interactive experience across all devices. With nxtbook, you can create digital content that replicates traditional print layouts. Both platforms provide insightful analytics for your engagement initiatives.

These insights go well beyond traditional PDF metrics (number of downloads). Instead, these tools help you better understand how your readers are engaging with your content and for how long.

Examples of Our Publishing Platforms

Disney Springs digital magazine

Create a Premium Digital Content Experience for Your Audience

To stand out in today’s financial services landscape you have to create extraordinary content but you also have to present it in an extraordinary way. Give your current and prospective clients a dynamic, engaging experience that drives results.

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Why not just use a responsive website?

Responsive websites are pretty much standard fare for businesses today and they are very effective for some use cases. However, they are extremely limited in terms of being able to deliver information in a structured, narrative-like, format. There is no sense of completeness or having read-through a website, visitors browse a site but they don’t necessarily read it.

That’s why PageRaft is more effective than a responsive site. You can build a responsive experience that has a beginning, middle, and an end. Along the way you can add in elements like videos, audio clips, and animations to drive engagement and improve knowledge retention. And unlike a website you don’t need a programmer to build and update your collateral.

What Our Partners Are Saying

  • "I was pleasantly surprised with the robustness of the Nxtbook solution and even more so with the customer support. It can be risky to take on a new solution-especially one in a space I'm not familiar with—but the Nxtbook team quickly allayed my fears by responding to each of my questions in a timely, and professional manner."

    Stu Johnson
    Director of Marketing
    Redzone Production Systems

  • "There is no way for me, our production team and our staff to express the incredible joy that we feel about your digital platform. We adore PageRaft and feel that it is intelligent, intuitive, and crisp. Thank you so much for your help, creativity, and excellence. From my point of view, I've been in journalism for 30 years and our launch on PageRaft was one of the best days of my career."

    Lawrence Hollyfield
    Director of Operations
    Global Golf Post

  • "This innovative digital technology helps share magazine content in a mobile-friendly format with an easy-to-navigate design that offers expanded mobile advertising opportunities."

    Montoya Whiteman
    American Indian Science And Engineering Society

  • "We used Page Raft to create a digital version of a print magazine we publish and couldn't have been happier with our experience. The magazine is interactive, clean and extremely easy to navigate. Also, our design elements, which the team animated, really look the part on-screen. We would recommend Nxtbook without a shadow of a doubt!"

    Paula Murphy
    Content Editor
    Zahra Media Group

  • "I just want to tell you that of all of the relationships that we have with other companies, our relationship with Nxtbook is by far the best. We all really love working with all of you."

    Nicole Schwelnus
    Director, Creative Web Services
    Henry Schein

  • "Working with Nxtbook is so easy and stress-free. They are always quick, friendly and our books look amazing. It is a partnership we can't do without!"

    Erin Hein
    Director of Operations
    Knighthouse Publishing

  • "I get a lot of very favorable comments from our readers on our Scorecard. Wow. So professional. So clear. Easy to read. Fast. And some more wows."

    John Grossman
    District President
    American Contract Bridge League

  • "WWF International's Annual Review brings the WWF brand to life, celebrating our many achievements over the past year. Thank you for helping us produce the online version which allows us to share what we do in a much more engaging way. Your design team was a pleasure to work with and your efficient design process made it easy for us to deliver this project on time at the highest standards. Thank you."

    May Guerraoui
    Brand Strategy Manager
    WWF International

  • "You could not ask for a more loyal partner than Nxtbook Media. Whatever you need, whatever a client requests, they make it happen, and are more than happy to help."

    Lee A. Gelwicks
    Operations Manager
    Mercury Publishing Services, Inc.

Who is publishing with Nxtbook?

Nxtbook works with leading content creators from around the globe in order to create engaging curated experiences.

  • Disney Logo Virgin Media Logo National Geographic Logo Henry Schein Logo
  • Arizona Tourism Logo University of Colorado Logo Garmin Logo Aircraft Owners and Pilots Association Logo
  • University of Texas Logo Norwegian Cruise Lines Logo American Cinematographer Logo Global Golf Post Logo
  • Marriott Rewards Logo Special Olympics Logo World Wildlife Foundation Logo
Discover how to engage your members at a higher level.

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40+ Awards

Consistently ranked in the top 10 best places to work in PA, and ranked nationally in the Top 101 Best and Brightest Companies.



Nxtbook Media has supported more than 100K projects... and counting.


7.5 Years

Our top clients have been with us for an average of 7.5 years.

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