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
  • Smiling woman holding a tablet stands in an office environment with coworkers in the background. Bright and modern workspace with computers and open desk area.

    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 cheerfully pose under a colorful star-shaped piñata in a forested outdoor setting. Joyful arms rise in celebration, reflecting the spirit of incorporating CSR into events, enhancing community connection and awareness amidst nature.

    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 woman with curly hair, glasses, and a badge smiles while standing in a bright, modern office space. She holds a pen and gestures with her hand. Pink and orange geometric shapes overlay the image’s corners.

    Article

    Sales incentive systems to motivate teams

    In a perfect world, your sales team isn’t just meeting targets, but also exceeding them. The best way to achieve this is through effective sales incentives to motivate your team to go above and beyond.

  • Two people sit across from each other at a table in a modern office, having a discussion with a laptop open between them. Digital icons representing communication and networking are overlaid on the image.

    Article

    3 ways to drive culture and strategy with data insights

    In today’s dynamic work environment, HR professionals often find themselves managing complaints and culture clashes rather than shaping company culture and strategy. But how can HR leaders get back to focusing their influence on both short- and long-term company goals effectively? The answer lies in data.

  • Three professionals sit at a table, smiling and talking with laptops and notebooks. Text promotes a webinar on recognition in business, featuring Ken Fairchild and Amy Stern, with their photos and titles displayed.

    Webinar

    Webinar | Driving business and culture

    Watch this webinar to learn about how Medtronic leverages their recognition initiatives to drive organisational objectives. Ken Fairchild from Medtronic will discuss how they were able to improve free cash flow, market share, and other key CEO priorities.