Bizzabo is an event tech company that empowers marketers, entrepreneurs and planners to create and manage successful events. Thanks to Bizzabo, running an event is easier than ever. In fact, Bizzabo helps you build effective event marketing programs: by providing a great digital experience for your audience, you can easily manage event registrations and take data-driven decisions by tracking your results.

With Bizzabo you can manage everything that concerns your events in the same platform, create and apply marketing programs that improve the registrants’ engagement. Simply integrate event data with 750+ platforms including Salesforce, Marketo, Hubspot, Pardot and more, in order to follow up your registrants, feed them with useful content, and promote other events to your customers.

Bizzabo takes care about user experience, which lets your team members learn to use the platform quickly, so you can stay focused on management tasks while the system sells out any event faster thanks to automated tools. Moreover, thanks to the session registration management tool, you can finally take session registration into your own hands and take the most out of it.

Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.

What you can do with Bizzabo and Wealthbox

Create new Wealthbox contacts in tags with Bizzabo

Create new Wealthbox contacts in reports with Bizzabo

Create new Wealthbox contacts in lead sources with Bizzabo

Update Wealthbox contacts in tags with Bizzabo

Update Wealthbox contacts in reports with Bizzabo

Update Wealthbox contacts in lead sources with Bizzabo

JOIN FOR FREE

About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over 370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

 

Featured customers

Start Automating today!

Try LeadsBridge for free today or schedule a demo to see how LeadsBridge can help you scale your lead generation and marketing automation