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Home Who We Serve Financial Services and Insurance
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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 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.

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Banks and investment houses

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Insurance agencies

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Analysts, investment managers, and brokers

Our work speaks for itself

View all case studies
  • Close-up of hands holding pens over financial documents with charts and graphs. A calculator is on the table. The scene suggests a collaborative business or financial planning meeting.

    Championing a head-to-head sales incentive

    A large telecommunications client came to us to create a fun incentive programme for the fourth quarter to help close out the year strong. They were looking to increase their average number of mobile lines sold per agent which was one per week prior to the programme’s start.
    Learn More
  • A person in a yellow sweater is writing on a financial report with charts and graphs, using a pen. Their other hand is on a laptop keyboard. The background is blurred.

    Tapping into success

    A large beer manufacturer was interested in gaining share of the Economy beer segment among its competitors. The challenge they faced was getting their Distributor Sales Representatives to focus on off-premise retail activity by setting up displays in retail locations.
    Learn More

Thought Leadership

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

  • BI Worldwide logo, the word Recogdemption in bold, and the tagline A formula for loyalty. A blueprint for change. over a colorful digital circuit background with orange and purple accents in the top right corner.

    Insights Lab

    Recogdemption

    Discover Recogdemption, the new science of employee recognition, reward redemption, and retention. Download our exclusive research report to learn actionable strategies for building a culture of engagement and loyalty in your organisation.

  • A vibrant red pawn stands prominently in the foreground. Behind it are blurred beige pawns on the left side against a dark background, while the right side transitions to a yellow background. The image has a diagonal split effect.

    Article

    Personalising Channel Loyalty

    When it comes to loyalty programmes, personalisation is key. The more personalised, the greater the outcomes. Both engagement and business results benefit at higher rates. Because of that, we start thinking about personalisation right from the beginning, during programme design.

  • Three yellow paper airplanes fly to the right on a blue and gray background, each leaving a dotted yellow trail behind them.

    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.