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Home Who We Serve Financial Services
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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 programs to engage, onboard, educate, inspire, certify, recognise, 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 organisational objectives, ensuring budget efficiency and employee engagement.

Banks and investment houses

Insurance agencies

Analysts, investment managers, and brokers

Our solutions

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DayMaker Engagement Platform

DayMaker is our comprehensive employee recognition system, offering state-of-the-art technology and unparalleled support.

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Channel Engagement Platform

With Channel Smart, it’s simple to balance channel incentives and channel loyalty in a B2B environment. 

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SalesMaker Performance Platform

SalesMaker® is the leading all-in-one platform that makes running contests a breeze.

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Event Solutions

From concept to completion, our team of event specialists ensures that every detail is thoughtfully planned and seamlessly executed.

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Rewards Marketplace

Trust us – you’ve never rewarded like this before…

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Behavioural Economics

Harnessing behavioural economics to design engaging programs that drive motivation, influence decisions, and boost performance.

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Thought Leadership

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

  • Close-up of an illuminated light bulb on the right with a glowing filament. On the left, white text reads, Tackle the challenges with sales incentives to drive results. The background is dark with soft, abstract bokeh lights.

    Article

    Leveraging sales incentives

    Creating an effective sales incentive program is crucial for driving performance and achieving business goals. Here are some things to consider when designing a successful sales incentive strategy.

  • A promotional image for a webinar titled Whats next for work: 2025 featuring Brad Shuck, Ph.D. He is listed as a professor and owner of LEAD Research, LLC. The background includes a lightbulb with sparks. SHRM certification eligible.

    Webinar

    What’s next for work 2025

    The way people work and how companies approach work is constantly evolving. Each year, new patterns of work emerge, and looking into 2025, we see that’s no different.

The best way to get started is to get in touch!

Speak to an expert in our team to learn how our solutions can engage your employees.

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