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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.

Results-based recognition

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.

Onboarding and retention

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.

Culture-based strategies

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

  • Marketing campaign increases pipeline

    A financial services firm wanted to drive newly converted clients to make appointments with sales reps. Their goal was to convert these clients to their corporate payment services offerings.
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  • Boosting agent performance

    An insurance company aimed to boost loyalty among their 30,000 agents by improving engagement, learning, and sales. We implemented a gamification program in their broker portal, rewarding agents for completing missions. Discover how this strategy led to significant improvements in agent activity and policy sales in our case study.
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