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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
  • A dark gray background with a lighter diagonal beam. At the lower right, a gold circular emblem surrounds the text “THE WATCHES OF SWITZERLAND GROUP” in white capital letters.

    Unifying recognition to create a culture of shared values

    The challenge The Watches of Switzerland Group consider all their people to be special, regardless of the role they hold. They believe that despite being in different buildings, the Head Office and retail teams have a joint responsibility to serve customers and are equally important when it comes to ensuring the customer is delighted with […]
    Learn More
  • A woman in a blue shirt smiles while holding a tablet in a modern office setting. In the background, two people are having a conversation near desks with computers.

    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

Thought Leadership

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

  • A smiling woman with curly hair, glasses, and a name badge stands indoors, holding a pen. She wears a light blazer and white top. Bright pink and orange geometric shapes overlay the images corner.

    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. This blog focuses on understanding sales incentives for your team, the important role incentives play on team motivation and performance and the specific systems which best motivate teams (such as how gamification can act as an effective incentive).

  • Two people sit across from each other at a table in a modern office, smiling and talking. 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.