Industry: Financial Services
The term “Financial Services” encompasses banks, brokerages, and insurance clients (including property & casualty – personal lines and commercial lines, as well as life, health and annuities). BI has experience with addressing a wide array of employee initiatives, as well as direct and agent channel promotions, and consumer acquisition/retention efforts.
BI Client Solutions include:
Banks:
- Branch productivity
- Cross-selling and up-selling initiatives
- Direct response
- Employee referrals
- Learning and certification
- Loans issued
- New account acquisition
- New customer acquisition
- Manager discretionary recognition
Brokerages:
- Customer retention
- Employee referrals
- Learning
- Manager discretionary recognition
- Net cash flow
- New customer acquisition
- Product launch/road shows
Insurance:
- Agent recognition
- Agent productivity recognition + rewards*
- Cross-selling*
- Customer retention
- Improved earned loss ratio*
- Learning and Certification
- Meetings and events
- New product launches
- New apps submitted*
*Specific to property and casualty insurance
