A person in a yellow shirt places a coin into a white piggy bank on a wooden table. A notebook, dollar bills, and a takeaway coffee cup are nearby, suggesting saving or financial planning.

Banking, Financial Services and Insurance

We help financial brands engage customers, channel partners, and c-suite executives with compliant, high-impact solutions—from personalised rewards and loyalty programs to curated gifting experiences.

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

Thought Leadership

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