Build Trust Through Transparency

Securely integrate documents, tasks and communications on a single platform

Bondle for Financial Services Watch Video

What is Bondle?

Bondle is a platform that organizes your professional interactions in one place, effortlessly. With world class security and an automated audit function, it is the best client relationship solution for even the most regulated industries.

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Stronger Relationships

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Absolute Transparency

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Enhanced Productivity

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Peace of Mind

Client collaboration, streamlined

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Integrated communication

When messages, document sharing and task management are in one place, you and your clients are always on the same page. It’s efficiency and transparency that builds lasting client relationships.

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A happy marriage of convenience and utility

Experience the benefits of a unified system to communicate, collaborate and achieve outcomes. Say goodbye to multiple systems for managing your professional interactions.

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Reduce client stress - and your compliance costs

When your key customer interactions live (securely) in one place, everyone breathes easier. Your clients always know what’s going on and your compliance team doesn’t waste time chasing paper trails.

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Testimonials

Trusted and used by some of the smartest companies.

“Bondle has been fantastic for our business, giving us a central point of communication with our clients. We love using the Tasks segment to give our clients visibility on what needs to be completed and we can also provide individual direction for various forms and topics as required.”

Christopher Pitt

“Bondle eliminates much of the friction in the investment process. I can see the emerging dialogue with potential investees. I now know where the key document are and where we are up to in the investment process. Linking documents, teams and activities to conversation is driving better results, for all.”

Richard Cawsey

Get Your Free Demo of Bondle Today!

See why some of the smartest companies trust Bondle to bring their customers, conversations and tasks together in one place.

Latest Posts & Updates

Leverage technology to minimize compliance breaches

Oct 20, 2018

Earlier this month the Australian Securities and Investments Commission (ASIC) announced the investigation of substantial breaches with respect to Fee Disclosure Statements (FDS) and renewal notice administration across a range of small and large licensees. Clearly,...

Reimagining compliance before the Royal commission enforces it

Aug 3, 2018

One of the obvious outcome from the ongoing Royal Commission enquiry is increased compliance, according to most reports. However, I am yet to meet a financial adviser who craves more compliance or a client who chooses an adviser because of their “compliance based...

Three ways to build trust with clients in financial services

May 24, 2018

It is hard to look at the news related to Australian Financial Services and not find scores of references to a “Trust Deficit” across the value chain. We know that society needs trust because it operates at the juncture of confidence in what is known from everyday...