ABOUT US

A Leader in Wealth Management Affinity Platforms

We began our journey as a traditional marketing agency with a simple promise: to provide solutions that deliver measurable, bottom-line results. For years, we fulfilled that promise through digital-first programs for enterprise clients across multiple industries, helping them engage customers at scale.

Over time, a unique opportunity emerged within the financial services sector—one that aligned with our team’s experience, data capabilities, and understanding of premium client engagement. This opportunity led us to focus exclusively on building BONDAI, our proprietary affinity platform engineered for banks and wealth management firms.

BONDAI was created with a clear mission: to strengthen relationships between Wealth Management firms and their investors and advisors—relationships that deepen engagement and support long-term asset growth.

Beyond our tailored product investment, we’ve leveraged our industry history to create an advanced analytics engine that provides insights into program KPIs and benchmarks, and compares performance against industry benchmarks to deliver relevant insights and recommendations for campaign growth.

Today, BONDAI and Sensei’s supporting services are licensed by some of the largest Wealth Management and Private Banking institutions in the world. Through these partnerships, we deliver loyalty and engagement experiences to over 7 million investors globally, contributing to significant and measurable growth in managed assets.

Contact us to learn more about our team and solutions, and how we can grow your Assets Under Management by strengthening your relationships with investors, advisors, and other stakeholders. Learn more about our BONDAI here.

Let’s Create Relationship Beyond Transaction

7 Trillion Plus

Combined Assets Under Management

8 Million

Investors Served

Avg $66 Billion

Annual AUM Retention Attributed

50 Percent

Reduction in Client Churn

Clients We’ve Helped Include

  • Morgan Stanley
  • Bank of Montreal
  • Royal Bank of Canada
  • E*Trade
  • Capital One
  • AXA Equitable
  • New York Life
  • Bank of America
  • Merrill Lynch
  • CIBC
  • Oracle Corporation
  • NextGen Healthcare Solutions

Our Executive Team

Don Whitbeck

Don Whitbeck

Founder/Chief Executive Officer

Don leads the firm’s overall operations and strategic direction, and is responsible for the company’s growth and success while guiding the corporate vision.

Don applies over 40 years of experience gained from a mix of large companies, seven start-up technology companies, a Venture Capital firm, and two restructurings, leading them through rapid growth, reorganizations, acquisitions, divestitures, mergers, financings and IPOs.

Don’s main focus has been on serving Financial Services markets, having developed one of the world’s first Internet banking systems, as well as delivering the first equity trading platform. Don has held the CEO role at 5 companies, including 2 publicly traded enterprise technology firms and held Sales and Marketing roles at HP and IBM. Don holds a master’s in Business Administration and a bachelor’s degree in Electrical Engineering.

Sam Fiorella

Sam Fiorella

Founder/Chief Strategy Officer

Sam leads the firm’s data and strategy teams and is responsible for the customization and ongoing success of the bespoke loyalty solutions created using the BONDAI affinity platform.

Sam brings 30+ years of senior experience designing and building enterprise digital marketing campaigns, including many world-first digital solutions such as the first online national parks reservation service, the first post-911 web-based airport alert system, and the first integrated digital marketing solution for marketing agencies. Successful client solutions were created for Morgan Stanley, AXA Equitable, Government of Canada, New York Life, NextGen Healthcare, and hundreds more.

Sam’s highly sought-after marketing experience has been shared as a National Marketing Commentator for CBC News, a contributor to other media such as Wired and HuffPost, consulting agreements with HP and IBM, and in his best-selling marketing book – Influence Marketing.

Elvira Alizada

Elvira Alizada

Chief Operating Officer

Elvira leads Sensei’s team of high-performing professionals, focusing on maximizing operational efficiencies and effectiveness, translating company strategy into actional steps for growth and goal-setting, and building solid relationships with Sensei’s clients and stakeholders.

Elvira’s 20 years of extensive international experience is the foundation that has enabled her to lead our business’s latest growth along with client success metrics. She brings over 20 years of cross-functional and cross-cultural experience supporting business operations in IT, Financial Services, and Oil & Gas industries.

Elvira holds an MBA from the Atkinson Graduate School of Management/Willamette University in Oregon with an emphasis on marketing and finance and has completed an executive coaching program at the Rotman School of Management/University of Toronto.

Dennis Sherbakov

Dennis Sherbakov

Chief Technology Officer

Dennis leads the firm’s technology and data security efforts, leveraging over 20 years of experience in senior technology leadership roles. As CTO, he ensures the secure and effective operation of the firm’s technology infrastructure, overseeing more than 1,800 digital projects for clients worldwide. His expertise covers a wide range of technology solutions, from software and embedded systems to hardware, mechanical devices, and robotics.

Dennis has extensive experience in guiding teams through every stage of the development cycle, including Design, Development, User Acceptance/UI design, Graphic design, Database design, Quality Assurance, as well as Hosting, Maintenance, and Training. This broad expertise demonstrates his versatility and strong leadership.

Dennis graduated from the National Technical University of Belarus, specializing in robotics and microelectronics, a foundation that has significantly contributed to his successful career in technology.