ABOUT US

A Leader in Wealth Management Affinity Platforms

We began this journey as a traditional agency with a promise: To provide marketing solutions that drove bottom-line results. We delivered on that promise with digital-led solutions for Enterprise clients across different verticals, engaging their clients globally.

Over the years, we pivoted when opportunities in the financial service sector aligned with our team’s unique experience and skill set.

That opportunity led us to refocus solely on the creation of BONDAI, an industry-leading affinity platform designed to build and strengthen the Wealth Management Firm’s relationships with their Investors and Advisors; relationships that drive AUM growth.

Beyond our tailored reward platform, we’ve leveraged our history in the industry to create an advanced analytics engine that provides insights into program KPIs and benchmarks that performance against industry benchmarks to drive relevant insights and recommendations for campaign growth. 

Today, BONDAI and Sensei’s related services are licensed by some of the largest Wealth Management Firms in the world, providing loyalty solutions to over 5 million investors globally, and proven to drive more than US$66 Billion in retained or earned Assets Under Management. 

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

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7 Trillion Plus

Combined Assets Under Management

5 Million

Audience Size

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

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

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 over 20 years of senior experience designing and building enterprise digital marketing solutions, 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 agencies around the world.  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

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

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.