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.

Seamless Integration With Your Existing System







