A Leaders in Wealth
Management Affinity Platform
Grow Assets Under Management and enhance client-advisor-investor relationships with BONDAI, a customizable and secure affinity platform that offers curated valued-added content, experiences, and rewards
Client Reported Outcomes
1.5M+
Enrolled Users
200K+
Ultra High Net
Worth Clients
50%
Reduction in
Client Churn
60%
Reduction in
Advisor Churn
$6.6T
Combined Assets Under Management (AUM)
5 Big Reasons Why Wealth Management Firms Lose Clients & AUM
63% of clients owe their loyalty to advisors and not to the advisory firm and claim that they will move their investments with the advisor. (JD Power)
39% of ultra-high-net-worth (UHNW) clients say they plan to switch or move money from a wealth management provider in the next three years. (EY Study)
40-60% of clients will look to switch advisors after a major life event such as leaving a job, having a child, inheriting wealth, buying a house, or sending children to college. 70% of spouses change the advisor within the year of partner dying.
Among clients younger than age 44, approx. 65% report they have considered changing advisors. (Investments & Wealth Institute Study)
77% of transactional-based loyalty programs fail within the first two years.
An Enterprise Affinity Platform Integrated Into Existing Multi-Tier Client and Advisor Journeys offering Personalized Lifestyle Rewards, Experiences, and Education
BONDAI Affinity Platform
Over 10 Years of Proven Reliability and Security, Endorsed by Top Wealth Management Companies Worldwide
Get Ahead with BONDAI’s Targeted Reports on Client Behavior and Motivator
Dream Lifestyles Begin with Our Customized Experiential Offerings
Relish in Superior Service and Distinctive Rewards with 150+ Elite Luxury Brands
Elevate Your Value to Clients with Our Lifestyle & Educational Offerings
Maximize Marketing Impact with Effortless Integration into Existing CRM and Third-Party Systems
Over 10 Years of Proven Reliability and Security, Endorsed by Top Wealth Management Companies Worldwide
Get Ahead with BONDAI’s Targeted Reports on Client Behavior and Motivator
Dream Lifestyles Begin with Our Customized Experiential Offerings
Relish in Superior Service and Distinctive Rewards with 150+ Elite Luxury Brands
Elevate Your Value to Clients with Our Lifestyle & Educational Offerings
Maximize Marketing Impact with Effortless Integration into Existing CRM and Third-Party Systems
Highest Security
Analytics Dashboard
Exclusive Experience
Luxury Rewards
Lifestyle & Educational Content
CRM & 3rd Party Integration
Highest Security
Analytics Dashboard
Exclusive Experience
Luxury Rewards
Lifestyle & Educational Content
CRM & 3rd Party Integration
BONDAI: Your Partner in Client Retention, AUM Growth, and Advisor Support
Exclusive rewards & bespoke experiences: enabling dream lifestyles for valued clients
Forget points or fee-based transactions; recognize and reward your most valuable clients with complimentary access to a personalized, multi-tier rewards portal or mobile app
Build Client Relationships “Beyond the Transaction”
BONDAI: Transforming Advisor-Client Dynamics Beyond Financial Offerings.
Attract and Retain Generational Wealth
BONDAI helps firms acquire young investors and those who will inherit wealth from existing clients
Segment & Expand
Your Audience
Who do you want to build better relationships with?
Insights to Keep Growing, and Growing
You’ll get to understand your clients (and prospects) a whole lot better
Seamless Integration With Your Existing System
Frequently Asked Questions
Unlike nearly all Loyalty programs, BONDAI is not based on points or credit card spend, but promotes a relationship-based rewards model that emphasizes personalization and customer experiences to better serve wealthy investors. We provide both the platform and campaign management to save our clients on costs from managing multiple vendors.
Yes. BONDAI does not need to replace existing programs, but can augment existing ones. BONDAI can be extended to Advisors, Employees, Corporate Clients, and includes tiering options based on investment levels.
For 10+ years, our proprietary infrastructure has been in use, vetted, and audited by the top Wealth Management companies in the world.
Yes. Unlike almost every other Loyalty platform BONDAI integrates with CRM, email, marketing automation, 3rd party apps, and can be implemented to be public or private-facing with SSO options.
It’s all up to you. It can be completely turnkey and managed by BONDAI, or we can partner with internal/external teams to deliver service.