Building Relationships That Build Businesses

Sensei Marketing supports banks and wealth management firms in delivering secure, scalable loyalty and engagement programs through its proprietary BONDAI Affinity Platform.

OUR SOLUTIONS

A Leader in Wealth Management Affinity Platforms

BONDAI is a purpose-built affinity platform designed for Financial Service Firms including Banks, Wealth Management and Private Banking. It enables institutions to provide premium experiences, concierge support, brand partnerships, and educational content that strengthen long-term client relationships.

  • Reduces advisor/client churn while increasing Assets Under Management.
  • Helps reduce advisor–client attrition and supports asset consolidation efforts.
  • Meets the most stringent data-security, privacy, and risk-management standards required by regulatory bodies and financial institutions.
  • Supports multiple wealth tiers from everyday banking to mass affluent, HNWI, UHNW, and Private Banking through a unified platform.
  • Optionally, integrate with or augment existing Credit Card loyalty programs, Client Experience, or Travel Reward programs.
  • It can also extend to advisors, prospects, and employees within integrated bank ecosystems.
OUR SOLUTIONS

Sensei builds long-standing partnerships with leading brands across lifestyle, travel, luxury retail, wellness, entertainment, and financial wellness.

These partnerships allow us to deliver best-in-class offers, private access, early access, preferred pricing, and exclusive experiences to clients across every wealth tier from Mass Affluent to UHNW.

By working directly with brands, Sensei ensures that every offer is curated, compliant, high-value, and aligned to the expectations of wealth management clients.

  • Access to premium, tier-aligned offers negotiated through Sensei’s partner network.
  • Private-access experiences, first-access opportunities, preferred pricing, and exclusive benefits.
  • Curated and compliant partner content tailored for bank and wealth management audiences.
  • Ability to serve multiple wealth tiers (Mass Affluent, HNWI, UHNW, Private Banking) with differentiated offers.

A Select Few Among 150 Partners

OUR SERVICES

Sensei’s marketing and technology teams support banks and wealth management firms with the design, integration, implementation, and ongoing management of affinity programs built on the BONDAI platform.

  • More than 13 years of experience supporting loyalty and engagement programs for leading financial institutions.
  • Flexible delivery models, including turnkey program management or collaborative approaches with bank teams.
  • Management of premium offers, curated rewards, concierge services, and first-access opportunities for clients and advisors.
  • Content development and engagement strategies that enhance client experience and strengthen advisor relationships.
  • Comprehensive performance insights through KPI dashboards, partner reporting, industry benchmark comparisons, and AI-supported recommendations.
  • Highest security and privacy compliance in the industry, exceeding SLAs, penetration, redundancy, and security audit requirements for 13 years running.