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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
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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.
Few out of 150 Partners
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OUR SERVICES
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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, ampaign insight reports, and AI-powered program improvement recommendations.