Financial Services and Insurance
Driving results within regulations and trusted by major financial organizations to spur 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 customized programs to engage, onboard, educate, inspire, certify, recognize, and motivate your team with integrated solutions.
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.
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.
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 organizational objectives, ensuring budget efficiency and employee engagement.
Banks and investment houses
Insurance agencies
Analysts, investment managers, and brokers
Our work speaks for itself
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Offer rates reimagined
Customer service reps needed to increase upsell and cross‑sell offer rates during calls. Offer activity was extremely low at program start.Learn More -
Proving the power of non-cash rewards
An insurance company wanted to test whether cash or points incentives were more effective than offering no incentive.Learn More -
Linking training to increased sales
A leading insurance company wanted to increase the number of policies written by its independent agents. While the company offered robust training resources, agent engagement varied widely, limiting awareness, loyalty, and sales growth.Learn More