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Home Who We Serve Financial Services and Insurance
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Driving results. Within regulations.

Trusted by major financial organisations 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 customised programmes to engage, onboard, educate, inspire, certify, recognise, and motivate your team with integrated solutions.

Results-based recognition

Our hybrid approach combines qualitative behaviour change initiatives with quantitative, results-driven incentives. In the highly regulated financial industry, our programmes drive results while ensuring compliance. We focus on long-term customer relationship development, avoiding transactional pay-outs. This strategy expands portfolios, benefiting both business profitability and individual consumer gains, creating a win-win for financial institutions in B2B and B2C verticals.

Onboarding and retention

We offer programmes 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.

Culture-based strategies

We design recognition programmes 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 programmes that align with departmental and organisational objectives, ensuring budget efficiency and employee engagement.

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Banks and investment houses

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Insurance agencies

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Analysts, investment managers, and brokers

Our work speaks for itself

View all case studies
  • A person points to a document with colorful charts and graphs on a table, with more papers and a laptop in the background, suggesting data analysis or a business meeting.

    LEADing the way

    A soft drink manufacturer has always believed that if they could effectively turn their 60,000+ employees into brand scouts and ambassadors, they could open doors to thousands of new opportunities.
    Learn More
  • Two people stand at a table with a laptop displaying graphs. Papers with sketches and a calculator are on the table. One person is holding a notebook, and the other a coffee cup. The left side of the image features a yellow geometric shape.

    Accelerating sales, driving results

    A luxury automotive manufacturer had been experiencing a drop in sedan sales as customers shifted their attention towards SUVs and trucks. They partnered with us to reignite their luxury sedan sales, resulting in a massive increase in sales.
    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

    Personalising Channel Loyalty

    When it comes to loyalty programmes, personalisation is key. The more personalised, the greater the outcomes. Both engagement and business results benefit at higher rates. Because of that, we start thinking about personalisation right from the beginning, during programme design.

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    Overcoming obstacles to sales incentive design

    There are many obstacles BI WORLDWIDE has observed when designing effective contests for sales organisations. Read this blog for eight challenges you may face as well as solutions to make your contests drive the results you’re looking for.

  • A diverse group of professionals gathers around a table, collaborating and discussing ideas. One woman in a blue striped shirt is writing while others attentively engage, suggesting teamwork and brainstorming in a modern office setting.

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    How recognition programmes can help solve the middle manager disengagement crisis

    Middle management is facing a crisis of confidence. Once a stepping stone to senior leadership, these roles are increasingly viewed as high-pressure, low-reward positions with limited autonomy and progression. For HR leaders, this presents a strategic challenge, and an opportunity to reshape the future of leadership.