Connect with us!

* indicates required fields

Updates and Offers

You can read our Privacy Policy online and understand that you can unsubscribe from our emails at any time.
Home Who We Serve Financial Services and Insurance
A screen shot of a computer screen.

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.

Icon of a classical building with three pillars and a large dollar sign above, depicted in white on an orange circular background.

Banks and investment houses

Yellow circular icon with a white outline of a safe. A shield with a check mark is partially overlaying the safe, suggesting security or protection.

Insurance agencies

Icon of a white graph with ascending bars and an upward arrow on a beige circular background, representing growth or progress.

Analysts, investment managers, and brokers

Our work speaks for itself

View all case studies
  • A smiling woman in a blue shirt holds a tablet, standing in an office with desks and computers. Two people are visible in the background. The setting has a modern, open-plan design.

    Building a high performance culture

    How BI WORLDWIDE led a complex global recognition implementation and set a great foundation for this global bank’s high-performance culture.
    Learn More
  • A diverse group of adults and children joyfully raise their hands outdoors in a wooded area, incorporating CSR into the festivities. They stand around a colorful, decorated piñata suspended above them. The scene is vibrant, with smiles and excitement evident on the participants faces.

    Unum UK CSR sales conference

    Discover how BI WORLDWIDE supported Unum UK’s commitment to Corporate Social Responsibility (CSR), transforming its sales conference into an inspiring event, motivating its sales teams and achieving significant outcomes for charitable organisations globally year on year.
    Learn More

Thought Leadership

Learn from the best. BIW thought leaders bring you a deeper look at the business of inspiration.

  • A smiling person with short curly hair and glasses sits at a desk, looking at a laptop in a bright office space. Abstract orange and blue geometric shapes overlay the image.

    Article

    Why tracking sales incentive results is important

    A person with short curly hair and glasses smiles while looking at a laptop in a bright office. Orange and blue translucent geometric shapes overlay the image. Why tracking sales incentive results is important Is your sales incentive programme delivering the results you need? Our comprehensive guide reveals how to track and optimise your incentives for maximum impact. Learn the key elements of a successful sales incentive programme, tailored to different cultural contexts and drive business growth today!

  • Colorful wooden human figures are grouped closely together, each painted in different vibrant colors, symbolizing diversity and community. The figures are shown from the front and slightly above.

    Article

    The power of belonging in workplace culture

    A diverse workforce alone does not create an inclusive workplace culture. Without meaningful inclusion efforts, diversity risks becoming a box-ticking exercise rather than a catalyst for change. To create a workplace where employees feel valued and empowered, businesses must take a strategic approach, ensuring that recognition and rewards foster a genuine sense of connection and appreciation.

  • A man in a gray suit is sitting in a meeting room, holding a document with colorful pie charts. He gestures as he explains to unseen colleagues, with a window providing natural light in the background.

    Article

    How to Calculate the Value of Sales Incentives: Maximising ROI and ROO

    Discover how to calculate the value of sales incentives with a focus on ROI and ROO, & actionable steps to design effective incentive programmes.