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Home Who We Serve Financial Services
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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 programs to engage, onboard, educate, inspire, certify, recognise, and motivate your team with integrated solutions.

Results-based recognition

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.

Onboarding and retention

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.

Culture-based strategies

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 organisational objectives, ensuring budget efficiency and employee engagement.

Banks and investment houses

Insurance agencies

Analysts, investment managers, and brokers

Our solutions

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DayMaker Engagement Platform

DayMaker is our comprehensive employee recognition system, offering state-of-the-art technology and unparalleled support.

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Channel Engagement Platform

With Channel Smart, it’s simple to balance channel incentives and channel loyalty in a B2B environment. 

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SalesMaker Performance Platform

SalesMaker® is the leading all-in-one platform that makes running contests a breeze.

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Event Solutions

From concept to completion, our team of event specialists ensures that every detail is thoughtfully planned and seamlessly executed.

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Rewards Marketplace

Trust us – you’ve never rewarded like this before…

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Behavioural Economics

Harnessing behavioural economics to design engaging programs that drive motivation, influence decisions, and boost performance.

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Thought Leadership

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

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    Article

    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 documents, with focused and engaged expressions in a modern office setting.

    Article

    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.

The best way to get started is to get in touch!

Speak to an expert in our team to learn how our solutions can engage your employees.

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