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 B2B and 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 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
Results 42% of participants chose the top goal, with 47% achieving it. Goal selectors saw a 49% sales lift, while non-selectors saw an 11% lift. The program achieved a $57.3MM sales lift with a 15:1 ROI. Industry Financial services Problem space Sales team motivation Services Incentives Rewards Technology GoalQuest® GoalQuest® is the world’s leading short-term […]Learn More -
Banking on big results
Results As a result of the promotion, there were 24,000 new accounts opened in the first 10 weeks. In the second promotion, an additional 27,000 new accounts were opened. The results were 50% higher than any previous promotion, and there was a reduced cost per new account. Industry Financial services and insurance Problem space Customer […]Learn More -
Offering customers a personalized, branded experience
RESULTS The campaign received rave reviews from NFL fans, boasting an impressive 30% lead opt-in rate. It successfully completed over 1,200 account applications on the site, garnered over 500 photo engagements, and achieved more than 6,600 Meta impressions. Industry Financial services and insurance Problem space Customer loyalty Services Communications Meetings and events Overview We were […]Learn More -
A purpose worth banking on
Results Connecting employees to a bigger purpose ignites passion, sharpens focus, and drives results. This recognition strategy put the company’s purpose in the spotlight and saved $10.4 million in turnover-related costs. Industry Financial services and insurance Problem space Employee engagement Services Recognition Rewards marketplace Communications Technology DayMaker Live your purpose Most businesses understand the value […]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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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 […]