Driving results. Within regulations.
Trusted by major financial organizations to drive top-tier employee commitment, effort and inspiration.
In the highly regulated financial industry, our world-renowned strategies are designed for to-the-letter compliance with extraordinary results for banks, insurance agencies, investment houses, financial advisors, analysts, investment managers and brokers.
Performance you can count on.
We tailor customized programs to engage, onboard, educate, inspire, certify, recognize, and motivate your team with integrated solutions.
Our hybrid approach combines qualitative behavior change initiatives with quantitative, results-driven incentives. In the highly regulated financial industry, our programs drive results while ensuring compliance. We focus on long-term customer relationship development, avoiding transactional payouts. This strategy expands portfolios, benefiting both business profitability and individual consumer gains, creating a win-win for financial institutions in business-to-business (B2B) and business-to-consumer (B2C) verticals.
We offer programs to attract world-class talent and retain experienced banking professionals. Our initiatives celebrate key milestones throughout the Employee Lifecycle, from recruitment to retirement. By integrating recruiting with training, milestone recognition, and rewards, we foster a culture that onboards employees to the culture quickly and motivates and appreciates them across their employment journey.
We design employee recognition programs that engage all employees, regardless of tenure. By celebrating above-and-beyond achievements and peer support, we ensure everyone feels valued. Managers can use audience-smart technology to create tailored programs that align with departmental and organizational objectives, ensuring budget efficiency and employee engagement.
Banks and investment houses
Insurance agencies
Analysts, investment managers, and brokers
Our work speaks for itself
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Proving rewards drive performance
A leading point-of-sale financing provider approached BI WORLDWIDE Canada to drive a significant lift in dollars financed by introducing tangible rewards instead of cash incentives. Through a 90-day GoalQuest® sales incentive program, participants achieved a $57.3MM sales lift with an impressive ROI of 15:1. Explore the details of this success story in our case study.Learn More -
Banking on big results
A major financial institution aimed to attract new customers with a summer promotion. Using behavioural economics, they offered an instant-win game and a high-profile sweepstakes, shifting their focus to mobile advertising. This approach led to record-breaking results. Discover how this innovative strategy transformed their customer acquisition in the full case study.Learn More -
Offering customers a personalized, branded experience
A major financial institution was looking to enhance customer engagement by leveraging its sponsorship of an NFL team. The initiative included innovative branding, next-generation photo engagement, and social media-friendly experiences at the team’s new stadium. This strategy resulted in over 1,200 account applications, a 30% lead opt-in rate, and more than 6,600 Meta impressions. Dive into the full story in our case study.Learn More -
A purpose worth banking on
A large financial services company aimed to ignite passion and sharpen focus by aligning employees with their purpose, “Lighting the Way to Financial Well-Being.” They launched a recognition program called myPurpose, rewarding key behaviours with Purpose Points. This initiative led to significant reductions in turnover and impressive gains in customer experience scores. Discover how this strategy transformed their company culture in the full case study.Learn More
Thought Leadership
Learn from the best. BIW thought leaders bring you a deeper look at the business of inspiration.
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Article
Drive financial results with recognition
Employee recognition programs are seen as an important tool to drive employee engagement, increase retention, and improve productivity. Approximately 80% of Fortune 500 companies have strong recognition programs that are designed to align cultural values, behaviours, accomplishments, and results across the entire organization. However, the emerging trend is to directly leverage the recognition program as […]