{"id":155,"date":"2025-01-14T16:24:27","date_gmt":"2025-01-14T16:24:27","guid":{"rendered":"https:\/\/www.biworldwide.com\/?page_id=155"},"modified":"2025-03-19T11:07:19","modified_gmt":"2025-03-19T16:07:19","slug":"financial-services-and-insurance","status":"publish","type":"page","link":"https:\/\/www.biworldwide.com\/who-we-serve\/financial-services-and-insurance\/","title":{"rendered":"Financial Services and Insurance"},"content":{"rendered":"<div class=\" has-content-align-left has-overlay has-overlay--dark alignfull wp-block-biw-block-theme-hero\">\n\t<div class=\"biw-hero__grid\">\n\t\t\t\t\t<div class=\"biw-hero__breadcrumbs\">\n\t\t\t\t<div id=\"breadcrumbs\" class=\"breadcrumb-nav__wrapper\"><span class=\"breadcrumb-nav\"><span><a href=\"https:\/\/www.biworldwide.com\/\">Home<\/a><\/span><\/span><\/div>\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"biw-hero__media \">\n\t\t\t\t\t\t\t\t\t<div class=\"biw-hero__overlay overlay-dark\"><\/div>\n\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"889\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/BIW_Site_Hero_Financial-scaled.jpg\" class=\"biw-hero__bg-image\" alt=\"A screen shot of a computer screen.\" style=\"object-position: 50% 50%;\" srcset=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/BIW_Site_Hero_Financial-scaled.jpg 2560w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/BIW_Site_Hero_Financial-300x104.jpg 300w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/BIW_Site_Hero_Financial-1024x356.jpg 1024w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/BIW_Site_Hero_Financial-768x267.jpg 768w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/BIW_Site_Hero_Financial-1536x533.jpg 1536w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/BIW_Site_Hero_Financial-2048x711.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/>\t\t\t<\/div>\n\t\t\t\t<div class=\"biw-hero__content\">\n\t\t\t\t\t\t<h1 class=\"biw-hero__title\" style=\"line-height: 1.2\">\n\t\t\t\tFinancial Services and Insurance\t\t\t<\/h1>\n\t\t\t\t\t\t\t<h2 class=\"biw-hero__subtitle\">\n\t\t\t\t\tDriving results within regulations and trusted by major financial organizations to spur top-tier employee commitment, effort, and inspiration.\t\t\t\t<\/h2>\n\t\t\t\t\t\t\t\t\t\t<div class=\"biw-hero__text\">\n\t\t\t\t\t\n\n<p>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.<\/p>\n\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group  layout-columns-7 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a133ec42 wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\">Performance you can count on.<\/h2>\n\n\n\n<p>We tailor customized programs to engage, onboard, educate, inspire, certify, recognize, and motivate your team with integrated solutions.<\/p>\n\n\n\n<p class=\"has-xl-font-size\"><strong><a href=\"https:\/\/www.biworldwide.com\/recognition\/\">Results-based recognition<\/a><\/strong><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p class=\"has-xl-font-size\"><strong><a href=\"https:\/\/www.biworldwide.com\/employee-engagement\/\">Onboarding and retention<\/a><\/strong><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p class=\"has-xl-font-size\"><strong><a href=\"https:\/\/www.biworldwide.com\/employee-engagement\/the-new-rules-of-engagement\/\">Culture-based strategies<\/a><\/strong><\/p>\n\n\n\n<p>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.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull  has-background-angle-to-left bg-angle-accent-cyan has-global-padding is-layout-constrained wp-container-core-group-is-layout-d3543a3b wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group  layout-columns-10 has-global-padding is-layout-constrained wp-container-core-group-is-layout-0b5f5b40 wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group is-content-justification-center is-layout-flex wp-container-core-group-is-layout-b4c50f06 wp-block-group-is-layout-flex\"><div class=\" has-dynamic-border-radius has-image-size-cover has-image-radius-none is-style-default wp-block-biw-block-theme-biw-card\">\n\t\t\t<figure class=\"biw-card__image-wrapper \">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"96\" height=\"96\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/03\/BIW_Brand_Banks-and-Investment-Houses.svg\" class=\"biw-card__image\" alt=\"\" style=\"object-position: 50% 50%;\" \/>\t\t<\/figure>\n\t\t<div class=\"biw-card__content\">\n\t\t<h3 class=\"biw-card__title\">\n\t\t\t\t\t\t\tBanks and investment houses\t\t\t\t\t<\/h3>\n\t\t<div class=\"biw-card__text\">\n\n<p><\/p>\n\n<\/div>\n\t<\/div>\n\t<\/div>\n\n<div class=\" has-dynamic-border-radius has-image-size-cover has-image-radius-none is-style-default wp-block-biw-block-theme-biw-card\">\n\t\t\t<figure class=\"biw-card__image-wrapper \">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"96\" height=\"96\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/03\/BIW_Brand_Insurance-Agencies.svg\" class=\"biw-card__image\" alt=\"\" style=\"object-position: 50% 50%;\" \/>\t\t<\/figure>\n\t\t<div class=\"biw-card__content\">\n\t\t<h3 class=\"biw-card__title\">\n\t\t\t\t\t\t\tInsurance agencies\t\t\t\t\t<\/h3>\n\t\t<div class=\"biw-card__text\">\n\n<p><\/p>\n\n<\/div>\n\t<\/div>\n\t<\/div>\n\n<div class=\" has-dynamic-border-radius has-image-size-cover has-image-radius-none is-style-default wp-block-biw-block-theme-biw-card\">\n\t\t\t<figure class=\"biw-card__image-wrapper \">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"96\" height=\"96\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/03\/BIW_Brand_Analsys-investments-managers-and-brokers.svg\" class=\"biw-card__image\" alt=\"\" style=\"object-position: 50% 50%;\" \/>\t\t<\/figure>\n\t\t<div class=\"biw-card__content\">\n\t\t<h3 class=\"biw-card__title\">\n\t\t\t\t\t\t\tAnalysts, investment managers, and brokers\t\t\t\t\t<\/h3>\n\t\t<div class=\"biw-card__text\">\n\n<p><\/p>\n\n<\/div>\n\t<\/div>\n\t<\/div><\/div>\n<\/div>\n<span class='background-angle-wrapper'><svg fill='none' viewBox='0 0 1728 699' xmlns='http:\/\/www.w3.org\/2000\/svg'><path d='M1728 0H0V294.923L1728 698.43V0Z' fill='url(#6986b916a61d0)'\/><defs><linearGradient id='6986b916a61d0' x1='1738.8' x2='1701' y1='717.27' y2='15.023' gradientUnits='userSpaceOnUse'><stop stop-color='#19C3D0' stop-opacity='.3' offset='0'\/><stop stop-color='#19C3D0' stop-opacity='0' offset='1'\/><\/linearGradient><\/defs><\/svg><\/span><\/div>\n\n\n<div class=\"wp-block-group alignfull  has-background-angle-to-left bg-angle-accent-purple has-global-padding is-layout-constrained wp-container-core-group-is-layout-5a30f31b wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group  has-wrap-on-small-screens has-wrap-on-tablet-screens is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-339b1da1 wp-block-group-is-layout-flex\" style=\"padding-right:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\">\n<h2 class=\"wp-block-heading\">Our work speaks for itself<\/h2>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-text-link\"><a class=\"wp-block-button__link wp-element-button\" href=\"\/our-work\/case-study\/\">View All Case Studies<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-d3543a3b wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\"><ul class=\"my-class wp-block-post-template is-layout-grid wp-container-core-post-template-is-layout-cd442e93 wp-block-post-template-is-layout-grid has-dynamic-card-height has-dynamic-row-fill has-first-block-full-width\"><li class=\"wp-block-post post-7196 case-study type-case-study status-publish has-post-thumbnail hentry content-topic-communications content-topic-daymaker content-topic-elevate content-topic-financial-services-and-insurance content-topic-learning content-topic-life-sciences-and-healthcare content-topic-technology problem-space-channel-engagement\">\n\n<div class=\"has-dynamic-border-radius wp-block-biw-block-theme-case-study\">\n\t<div class=\"cs-card__grid\">\n\t\t<div class=\"cs-card__media\">\n\t\t\t\t\t\t\t<figure class=\"cs-card__logo\"><img loading=\"lazy\" decoding=\"async\" width=\"47\" height=\"48\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/Icon_Financial.svg\" class=\"attachment-medium size-medium\" alt=\"\" \/><\/figure>\n\t\t\t\t\t\t\t\t\t\t<figure class=\"cs-card__featured-image\"><img loading=\"lazy\" decoding=\"async\"  style=\"object-position: 67% 18%;\" width=\"1440\" height=\"600\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1.jpg\" class=\"cs-card__featured-image-img has-focal-point wp-post-image\" alt=\"A person holding a document with colorful diagrams, while sitting indoors. The image has orange and yellow geometric overlays, and the focus is on the paper, with the persons face blurred in the background.\" srcset=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1.jpg 1440w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1-300x125.jpg 300w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1-1024x427.jpg 1024w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1-768x320.jpg 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><\/figure>\n\t\t\t\t\t<\/div>\n\t\t<div class=\"cs-card__content\">\n\t\t\t\t\t\t\t<h3 class=\"cs-card__title\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.biworldwide.com\/our-work\/case-study\/case-study-lifesci14\/\">Turning loyalty into advocacy<\/a>\n\t\t\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t\t<div class=\"cs-card__excerpt\">An insurance agency needed to create a program that directly engaged with producers and rewarded them for their work. Learn more about how this program has succeeded for over a decade.<\/div>\n\t\t\t\t\t\t\t\t\t\t<a class=\"cs-card__cta\" href=\"https:\/\/www.biworldwide.com\/our-work\/case-study\/case-study-lifesci14\/\">Learn More<\/a>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/li><li class=\"wp-block-post post-6460 case-study type-case-study status-publish has-post-thumbnail hentry content-topic-customer-gifting content-topic-financial-services-and-insurance content-topic-loyalty content-topic-multi-channel-marketing problem-space-customer-loyalty\">\n\n<div class=\"has-dynamic-border-radius wp-block-biw-block-theme-case-study\">\n\t<div class=\"cs-card__grid\">\n\t\t<div class=\"cs-card__media\">\n\t\t\t\t\t\t\t<figure class=\"cs-card__logo\"><img loading=\"lazy\" decoding=\"async\" width=\"47\" height=\"48\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/Icon_Financial.svg\" class=\"attachment-medium size-medium\" alt=\"\" \/><\/figure>\n\t\t\t\t\t\t\t\t\t\t<figure class=\"cs-card__featured-image\"><img loading=\"lazy\" decoding=\"async\"  style=\"object-position: 50% 50%;\" width=\"1440\" height=\"600\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy2-1440x600-1.jpg\" class=\"cs-card__featured-image-img has-focal-point wp-post-image\" alt=\"Two people stand at a table with a laptop displaying graphs. Papers with sketches and a calculator are on the table. One person is holding a notebook, and the other a coffee cup. The left side of the image features a yellow geometric shape.\" srcset=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy2-1440x600-1.jpg 1440w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy2-1440x600-1-300x125.jpg 300w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy2-1440x600-1-1024x427.jpg 1024w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy2-1440x600-1-768x320.jpg 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><\/figure>\n\t\t\t\t\t<\/div>\n\t\t<div class=\"cs-card__content\">\n\t\t\t\t\t\t\t<h3 class=\"cs-card__title\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.biworldwide.com\/our-work\/case-study\/case-study-finsvc7\/\">Marketing campaign increases pipeline<\/a>\n\t\t\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t\t<div class=\"cs-card__excerpt\">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.<\/div>\n\t\t\t\t\t\t\t\t\t\t<a class=\"cs-card__cta\" href=\"https:\/\/www.biworldwide.com\/our-work\/case-study\/case-study-finsvc7\/\">Learn More<\/a>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/li><li class=\"wp-block-post post-4990 case-study type-case-study status-publish has-post-thumbnail hentry content-topic-customer-gifting content-topic-financial-services-and-insurance content-topic-multi-channel-marketing problem-space-channel-engagement\">\n\n<div class=\"has-dynamic-border-radius wp-block-biw-block-theme-case-study\">\n\t<div class=\"cs-card__grid\">\n\t\t<div class=\"cs-card__media\">\n\t\t\t\t\t\t\t<figure class=\"cs-card__logo\"><img loading=\"lazy\" decoding=\"async\" width=\"47\" height=\"48\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/Icon_Financial.svg\" class=\"attachment-medium size-medium\" alt=\"\" \/><\/figure>\n\t\t\t\t\t\t\t\t\t\t<figure class=\"cs-card__featured-image\"><img loading=\"lazy\" decoding=\"async\"  style=\"object-position: 50% 50%;\" width=\"1440\" height=\"600\" src=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1.jpg\" class=\"cs-card__featured-image-img has-focal-point wp-post-image\" alt=\"A person holding a document with colorful diagrams, while sitting indoors. The image has orange and yellow geometric overlays, and the focus is on the paper, with the persons face blurred in the background.\" srcset=\"https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1.jpg 1440w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1-300x125.jpg 300w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1-1024x427.jpg 1024w, https:\/\/www.biworldwide.com\/wp-content\/uploads\/2025\/02\/CaseStudy3-1440x600-1-768x320.jpg 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><\/figure>\n\t\t\t\t\t<\/div>\n\t\t<div class=\"cs-card__content\">\n\t\t\t\t\t\t\t<h3 class=\"cs-card__title\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.biworldwide.com\/our-work\/case-study\/case-study-finsvc6\/\">A targeted approach<\/a>\n\t\t\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t\t<div class=\"cs-card__excerpt\">A financial services firm aimed to reduce client attrition and drive growth by engaging business banking clients through personalized outreach and data collection. A multi-touch reengagement campaign targeted C-suite decision makers, combining emails, direct mail, and surveys with rewards. The campaign identified 134 new opportunities, generated over $1.6M in new business, and achieved a 17:1 ROI. Discover the full story and results.<\/div>\n\t\t\t\t\t\t\t\t\t\t<a class=\"cs-card__cta\" href=\"https:\/\/www.biworldwide.com\/our-work\/case-study\/case-study-finsvc6\/\">Learn More<\/a>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/li><\/ul>\n\n<\/div>\n\n\n<div class=\"wp-block-biw-block-theme-reset-query\" style=\"display: none;\">Query reset complete<\/div><\/div>\n<span class='background-angle-wrapper'><svg fill='none' viewBox='0 0 1728 699' xmlns='http:\/\/www.w3.org\/2000\/svg'><path d='M1728 0H0V294.923L1728 698.43V0Z' fill='url(#6986b916ab89c)'\/><defs><linearGradient id='6986b916ab89c' x1='1738.8' x2='1701' y1='717.27' y2='15.023' gradientUnits='userSpaceOnUse'><stop stop-color='#9747FF' stop-opacity='.3' offset='0'\/><stop stop-color='#9747FF' stop-opacity='0' offset='1'\/><\/linearGradient><\/defs><\/svg><\/span><\/div>","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":2256,"parent":140,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"featured_image_focal_point":{"x":0.5,"y":0.5},"footnotes":""},"wf_page_folders":[32],"class_list":["post-155","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Services and Insurance | BI WORLDWIDE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.biworldwide.com\/who-we-serve\/financial-services-and-insurance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Services and Insurance | BI WORLDWIDE\" \/>\n<meta property=\"og:description\" content=\"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. 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