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Generate more leads with the Ticket Tailor + Wealthbox integration
Ticket Tailor / Wealthbox
Integrations

Streamline your data management process with the Ticket Tailor + Wealthbox integration

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Does Ticket Tailor integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting Ticket Tailor and Wealthbox

Quick summary of Ticket Tailor

Ticket Tailor is a user-friendly commission-free online ticketing platform that lets professional events organizers sell tickets online without a third party ticketing agency in between. The best part is that unlike most ticketing services, Ticket Tailor doesn’t take any amount from your revenue. That means you can sell tickets online and don’t pay any service fee for every ticket you sold.

Ticket Tailor is the perfect ticketing partner for any event, whether it’s a charity fundraiser, concerts, sporting events, private parties, and more. You can sell online or even on-site without any hitch or complication. Many businesses and organizations trust Ticket Tailor to help them sell tickets. Selling tickets with Ticket Tailor is a breeze. It is a simple and straightforward ticketing solution that offers you nothing but the easiest way to sell tickets online while you get to keep all of the income. Most ticketing service providers and agencies charge you with a service fee every single time you sell a ticket. But with Ticket Tailor, you get to keep all your revenue. All you have to pay is your subscription rate and nothing more.

Here are some features, Ticket Tailor provides you with your very own online ticket store that you can customize to show your branding elements. It basically functions as your own ticketing website that you can tweak effortlessly. You can also embed elements such as widgets to give your customers a seamless checkout experience. On top of that, your online ticket shop is fully optimized for mobile platforms and devices (mobile friendly). When you subscribe to Ticket Tailor, ticket payments are not coursed through any other parties. Ticket buyer pays you directly. Majority of ticketing agencies and service providers not only take a slice of your ticket sales, they also gather customer data to fuel their marketing strategies, boost their sales, and for other purposes. Ticket Tailor doesn’t do that. You keep your money and you keep your customer information to your own.

Quick summary of Wealthbox

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 Ticket Tailor and Wealthbox

Create new Wealthbox contacts in tags with Ticket Tailor

Create new Wealthbox contacts in reports with Ticket Tailor

Create new Wealthbox contacts in lead sources with Ticket Tailor

Update Wealthbox contacts in tags with Ticket Tailor

Update Wealthbox contacts in reports with Ticket Tailor

Update Wealthbox contacts in lead sources with Ticket Tailor


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
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