OUR SOLUTIONS
A Leader in Wealth Management Affinity Platforms
BONDAI is a bespoke affinity platform providing premium clients with feature experiences, concierge services, top brand offerings, and educational content.
- Reduces advisor/client churn while increasing Assets Under Management.
- Improved client satisfaction and NPS.
- Meets the data security and privacy audit standards of leading financial institutions.
- Engages multiple business lines and wealth tiers on one platform.
- Can be tailored to also engage advisors, prospects, and employees
OUR SOLUTIONS
Sensei offers your brand exclusive visibility to over 5 million of North America’s highest net-worth investors.
- Promotion and access to exclusive products and offerings
- Curated experiences or first-access opportunities
- Educational content and webinars
Be it through our BONDAI affinity platform, social media marketing, value-added content marketing, or direct-to-investor email marketing opportunities, Sensei offers access to target audiences across multiple wealth tiers of wealth.
A Select Few Among 150 Partners
OUR SERVICES
Sensei’s experienced affinity marketing and technology teams provide the design, integration, implementation, and ongoing support of your affinity program built on the BONDAI platform.
- Leverage 13+ years of experience in the Wealth Management Loyalty Programs
- Customizable working models - from complete turnkey solutions to integrated team management.
- Provision and management of exclusive offers & rewards, exclusive concierge services, world-class experiences, and first-access to sought-after events and products for top clients and advisors.
- Value-added content and engagement services that improves user experiences and program results.
- Advanced campaign performance analysis through KPI dashboards, campaign success reports, comparison to industry benchmarks, campaign insight reports, and AI-powered program improvement recommendations.
