Leaders in Wealth
Management Affinity Platforms
Grow Assets Under Management and enhance client-advisor-investor relationships with BONDAI, a customizable and secure affinity platform that offers curated valued-added content, experiences, and rewards
Client Reported Outcomes
Enrolled Users
Ultra High Net
Worth Clients
Reduction in
Client Churn
Reduction in
Advisor Churn
Combined Assets Under Management (AUM)
5 Big Reasons Why Wealth Management Firms Lose Clients & AUM
An Enterprise Affinity Platform Integrated Into Existing Multi-Tier Client and Advisor Journeys offering Personalized Lifestyle Rewards, Experiences, and Education
BONDAI: Your Partner in Client Retention, AUM Growth, and Advisor Support
Exclusive rewards & bespoke experiences: enabling dream lifestyles for valued clients
Forget points or fee-based transactions; recognize and reward your most valuable clients with complimentary access to a personalized, multi-tier rewards portal or mobile app
Build Client Relationships “Beyond the Transaction”
BONDAI: Transforming Advisor-Client Dynamics Beyond Financial Offerings.
Bridging Generations, Securing Wealth Continuity
BONDAI engages investors and those who stand to inherit their wealth
Segment & Expand
Your Audience
Who do you want to build better relationships with?
Bottom Line Result Reporting
KPI dashboards aligned to YOUR business goals keeps the campaign on track.