Case Study
Note: For confidentiality purposes we are unable
to share names of BONDAI financial clients
Leading Wealth Management Firm Dramatically Reduces Churn, Grows AUM with BONDAI
Case Study Highlights
$2B
Increase in AUM
50%
Reduction in
Client Churn
20%
Increase in
Client Satisfaction
25%
Increase in
Client Referrals
Challenge
Despite growing leads from new clients, a leading Wealth Management firm experienced very high churn from its wealthiest clients. This problem was in part due to the lack of direct relationship it had with those clients - whose relationship was owned by independent financial advisors.
Solution
A BONDAI Affinity Solution that builds better relationships between clients, advisors, and the brand.
Rewards and Experiences from over 150+ luxury brands
- Luxury Cars
- Travel
- Sports & Entertainment
- Retail
- Food & Drink
- Concierge Services
- Virtual Events
Custom Web Portal with Tiered Users
- Web and Mobile Experience
- Tiering for various reward levels: HNW, UHNW, Advisors, and Corporate Clients
- Personalization based on interests and past behaviours
Educational and Lifestyle Content and Communications
- Curated lifestyle articles and videos
- Educational content and webinars
- Monthly emails highlighting special rewards and content
Intergenerational Connections
- Rewards and experiences focused on younger investors
- Rewards extended to investor's immediate family to help build relationship with Advisor
- Educational and experiences that align with sustainability and social goals
Advisor Engagement
- Rewards extended to Advisors
- Advisors can promote/discuss rewards with clients
- Advisors can invite prospects to program/events
Intelligent Analytics
- Track overall client loyalty
- Track redemptions, logins, types of popular offers
- BOND Score tracks progress/benchmarks, provides insights and recommendations
Security and Integrations
- Non cloud infrastructure
- Dedicated infrastructure
- API syncing
