Trusted by major financial organizations to drive top-tier employee performance from talent acquisition through retirement.
Whether engaging a single sales rep or transforming the culture of a global organization, our approach is the same: inspire people and deliver results with proven strategies.
We’re industry pioneers who leverage proven incentive structures backed by the science of behavioral economics.
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, analysits, investment managers and brokers.
We tailor customized programs to engage, onboard, educate, inspire, certify, recognize and motivate your team with integrated solutions including:
We provide a Hybrid approach to Employee Recognition (qualitative behavior change initiatives) and Results-Driven Incentives (quantitative results driven programs). In the highly regulated Financial Industry, our programs drive results while remaining compliant. Our approach avoids transactional pay outs while focusing on long-term customer relationship development. Here, expanding portfolios for the betterment of business profitability and individual consumer gains create a win/win strategy for financial institutions in the B2B and B2C verticals.
As businesses navigate The Great Resignation, opportunities abound for hiring world-class talent and retaining tenured banking professionals. We provide programs that celebrate essential milestones across the Employee Lifecycle. We believe the Employee Lifecycle starts in the recruiting process and carries through retirement. By linking the Recruiting function with employee training, milestone recognition, rewards for achievement, gathering to support organizational culture and the results educated bankers can help produce for their customers, our programs become self-funded by producing measuring results.
Where Employee Recognition programs were once viewed as a transactional line item that celebrated only a few employees across the enterprise, we design programs that touch all employees at every level of tenure. We engage employees through recognition of above-and-beyond achievement and supporting their peers. Managers are given access to audience-smart technology that help self-design programs specific to their department that are trackable to ensure budgets are allocated across the employee base aligned with organizational objectives.