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 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.

  • A coffee cup, saucer, and laptop sit on a wooden table in a warm-lit room. Overlaid text reads: When leadership communication lacks clarity, trust drops nearly 15 points.

    Article

    Is TMI Syndrome disengaging your sales force?

    Information is power until it isn’t. For many sales organisations, communication has become a flood. Too much, too scattered, too impersonal. Our global research shows that “TMI Syndrome” (too much information) is one of the biggest engagement killers in sales today.

  • A hand holds a round object with a yellow star. Text reads: AI doesn’t replace human recognition; it surfaces the impact leaders want to celebrate. The image has an orange gradient background.

    Article

    How AI is reshaping career milestones

    Most organisations don’t have a career milestone problem. They have a visibility and consistency problem.

  • A blurred crowd sits facing a speaker and a large presentation screen with charts, under colorful, out-of-focus lights, suggesting a conference or seminar setting.

    Article

    Is your sales kick off meeting your launchpad or a liability?

    Every year, thousands of companies spend millions of dollars bringing their sales teams together for the annual sales kick off (SKO). And they do it for one simple reason: your competition is trying to take your business every single day.