Client relationships
A game with a high-net-worth client or a company CFO is time you rarely get in a review meeting. It’s often where the conversation about the rest of their assets starts.
In financial services, relationships drive assets, and every client touchpoint needs a paper trail. Ticketnology helps firms get tickets to the right clients and referral sources, and keeps a clean record for compliance.
Ticketnology is a ticket management platform and service for banks, wealth management firms, and other financial services companies that use season tickets and suites for client relationships, referral sources, and employee recognition. Advisors and relationship managers request seats in one place, the firm approves them, and every ticket is tied to the person who attended. Leadership and compliance get one clear record of where the tickets go, and Ticket Booth integrates with Microsoft Dynamics, which many banks and wealth firms already run on.
Clients trust you with some of their money long before they trust you with all of it. Time together outside the office helps close that gap.
A game with a high-net-worth client or a company CFO is time you rarely get in a review meeting. It’s often where the conversation about the rest of their assets starts.
Accountants and attorneys send clients to advisors they know and trust. Tickets keep you in mind when someone asks them for a referral.
Top advisors and bankers get recruited all the time. Tickets are a simple way to reward a strong year and show people they’re valued.
Broker-dealers follow FINRA rules on gifts and business entertainment, and most firms add their own policies on top. A spreadsheet updated after the fact doesn’t hold up well in a review.
Each branch or team manages its own tickets. Leadership can’t see who is being hosted, and some seats go unused while others get fought over.
When leadership asks whether the suite brought in new assets or deals, there’s no data connecting the two.
Practical ideas on client relationships, compliant hospitality, and getting more from your ticket investment.
Every request goes through an approval, every ticket is tied to a client or referral source, and compliance gets a complete record without chasing anyone for it. It integrates with Microsoft Dynamics, so ticket activity lives next to your client data.
See How Ticket Booth Works →
Your biggest client wants to see the championship game. Ticket Pass gives you a dedicated ticket budget and an account manager who finds and buys the seats you ask for, with every dollar tracked in one dashboard.
See How Ticket Pass Works →Something else on your mind? Our team works with financial services firms every season.
Talk to our team →The firms that do it well route every request and approval through one system instead of branch spreadsheets. Leadership can see who is being hosted, and compliance has a record from the start. Ticket Booth gives the whole firm that single view.
Every ticket goes through an approval before it’s sent, and Ticket Booth records who received it, for which event, when, and who approved it. Your compliance team gets a complete history and reports to review against FINRA rules and your firm’s own policies, instead of rebuilding it from emails. It doesn’t replace your compliance review, it makes it much easier.
Tie every ticket to a client or referral source, then compare hosting against new assets, deals, and referrals. Ticket Booth tracks this as tickets are used, so the data is ready when leadership reviews the budget.
Yes. Ticket Booth’s multi-office setup lets each branch manage its own seats while leadership sees the full program, so no location’s inventory sits unused without anyone noticing.
Yes. Ticket Booth integrates with Microsoft Dynamics, which many banks and wealth management firms already use as their CRM. Ticket activity can sit alongside the client records your advisors already work in, so hospitality becomes part of the relationship history.
A short walkthrough with our team, built around how your firm uses tickets today.
