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Optimizing your workforce with
feedback, focus, and fun.
Deliver real-time performance
feedback, driving engagement
and results.
Ensure employees are focused
on the the metrics that drive
success.
Verify employees have the
knowledge they need to be
successful.


2GAMEFI, INC.
Identifying the
employee engagement problem.
The modern workforce has some catching up to do.
As technology has allowed employees to experience
instant feedback and gratification in every other
aspect of life, their workplaces have offered essentially
the same experience for decades: annual
performance reviews, disconnection between
management and front-line employees, and
unpredictable business results. The old way isn’t
working — and you’re paying for it with employee
burnout, poor staff performance, and sub-par
customer metrics.
A recent Gallup study indicates that only 13% of
worldwide employees are engaged with their
work, and that 24% are actively disengaged.
gameFI is here to change that. Our one-of-a-kind
employee engagement platform was built to
modernize workforce engagement, focusing your
employees on what matters and delivering balanced,
real-time feedback about how employees are doing
to drive results.
3GAMEFI, INC.
“Focusing, recognizing, and motivating employees in real-time
is no longer an optional proposition if firms are serious about
retaining top performers and achieving a culture of sales,
service, and excellence.”
- gameFI Founder, Matt Davis
4GAMEFI, INC.
Addressing financial institutions’
employee engagement problem.
Financial Institutions need profitable loan/deposit growth
Banks and credit unions need profitable loan and deposit
growth to generate returns. Retail branches are the leading
source for profitable cross-sell activity and deepening share of
wallet. While many consumers shop online for products, >80%
of account openings/closings and loan applications still occur
in-person at a branch. Research studies suggests this trend will
continue as the needs of consumers become more complex.
Focused and engaged employees drive business results
The gameFI platform is designed specifically for financial
institutions, and leverages game mechanics to ensure staff is:
• Incentivized to drive business results
• Focused on your institution’s strategic priorities
• Motivated to continuously improve skills
• Engaged with (and passionate about) their jobs
Game designers have been engaging audiences for centuries.
Only recently have businesses discovered that these same
mechanics that make games addictive and fun can drive results
in non-game environments. gameFI is a one-of-a-kind platform
that focuses staff on driving business results with engaging
leaderboards, challenges, training, and real-time feedback.
Evidence from current clients
• >200% increase of loan coverage sold on new loans
originated by loan officers at a multi-billion $ credit
union (over baseline of 30%, sustained over 6 months)
• ~160% referral activity from front-line branch employees
to loan officers at a multi-billion dollar credit union
• 100% accuracy of employees balancing registers
achieved for a branch for 2 months
• 20% improvement in employee recognition and overall
engagement by workers at a global top-5 consulting firm
9%41 AMiPad
#13
#12
#11
#10
#14
#15
#16
PLAYERS, CURRENT MONTH
Loans Closed
#2
Alyssa Reynolds
80 79
Melissa Blevins
#3
Jessica Bright
Jennifer Stephens
LEOTA
Ben Lease
MAIN STREET
Scott Meyer
LEOTA
Cody Stephenson
WHITAKER
Christopher Bromfield
LENOIR
Phyllis Lefler
MAIN STREET
Brent Wakeman
#1
86
Leaderboards Challenges Scenarios
OK
Thanks for pitching in to help Scott and Melissa on the EOM
reporting. We had a big month thanks to everyone’s efforts...but
that put some extra strain on the team to get reporting done on
time. Thanks, as always, for being such a team player!
2 xKellyn Richardson
Super Admin
5GAMEFI, INC.
Modernizing
feedback.
Good luck convincing modern employees that annual performance
reviews are getting the job done. In a fast-moving world that
delivers real-time feedback on everything we do — steps walked,
‘likes,” comments, calories consumed, and everything in between —
it seems absurd that a rigid process that delivers potentially 12-
month old feedback would still be embraced. Even Human
Resources professionals aren’t buying formal reviews as a solution
anymore. A Deloitte survey found that 58% of HR executives
consider reviews to be an ineffective use of supervisors’ time. Some
of the most revered firms on the planet (Dell, IBM, Microsoft, and
Adobe, as examples) have ditched formal reviews in favor of
frequent, informal feedback.
“High potential young employees want regular feedback
and career progression advice, not just ‘once and done’
reviews.” - Deloitte Global Human Capital Trends 2015
The gameFI platform delivers real-time feedback on the metrics
that matter. Qualitative, peer-to-peer Rewards and Manager Notes
deliver positive reinforcement for hard-to-measure contributions.
Custom leaderboards, goals, and progress bars inform and
motivate employees to succeed with quantitative measures.
100%9%41 AM
Bright
Leaderboards Challenges Scenarios
Settings Log out
12 LEVEL
11,155
Messages ScenariosStats Competitions
3
345/ 700XP
XP
50%
Work
19%
Learn
81%
Serve
ance August 2016
Credit Disability %
19% | Goal: 40%
Credit Life %
42% | Goal: 40%
DP Consumer Loan %
16 | Goal: 12
GAP Waivers
27 | Goal: 35
103
Rank
11
Rank
62
Rank
2
Rank
6GAMEFI, INC.
Driving focus.
Nothing guarantees poor performance like misalignment of strategic
vision and tactical execution. Precise translation and measurement of
strategic priorities for front-line is often the difference between business
success and missed opportunities.
What’s measured gets managed.
The gameFI platform ensures perfect alignment of the strategic and the
tactical through custom Leaderboards, Challenges, and Performance
Widgets. An “always there” display constantly reminds employees of the
metrics that matter, setting expectations and delivering progress reports
in real-time. A critical expectation is that employees contribute in a
balanced way. It’s not good enough to simply achieve on quantitative
measures. Having the knowledge needed to perform your job in the
right way is important as well. Being a good teammate and delivering
great client support is equally important. Work, Learn, and Serve scores
make sure employees never sacrifice performance, training, or service as
they go about their day-to-day work.
9%41 AMiPad
Jessica Bright 3
LENOIR OFFICE
Leaderboards Challenges Scenarios
Histo
Win a Duel!
Win a Duel with a co-worker! You can initiate the Duel or simply accept a Duel
invitation from someone else.
Upon a duel acceptance, you have 24 hours to compete!
XP
12
1 x
0
An Apple a Day
Close 30 used auto loans in a single month.
XP
35
3 x
3
Remember that credit scores under 650 require secondary approval.
XP
52
2 x
6
$5/month fee pays for itself after 2 ATM withdrawals
This account is perfect for members who frequently use ATMs
The Gold Account reimburses all foreign ATM fees
Cross-sell ten Gold Checking Accounts in a single month.
Gold Star Performer
Congratulations!
You just completed the Century Club Challenge and earned
150 experience points!
OK
CHALLENGE
COMPLETED
7GAMEFI, INC.
Serious fun.
The financial services industry is not to be taken lightly. Your work is
serious business, impacting a decidedly intimate component of
your clients’ lives. Attracting and retaining top talent is equally
serious. The truth is if you want to take client engagement seriously,
you must take employee engagement seriously.
What’s fun gets done.
While gameFI is not a game, it has been careful to leverage the
things that make games fun, engaging, and addictive to drive
performance. The powerful “Scenarios” feature makes learning and
growing fun, while helping management quickly and easily identify
training gaps and coaching opportunities. The “Duel” and
“Gauntlet” features allow players to boost each other’s performance
with friendly competition. And throughout the gameFI experience,
players are celebrated for accomplishments big and small. Fun is
not the goal, it is simply a by-product of establishing a culture of
focus, recognition, teamwork, and performance.
8GAMEFI, INC.
“Results increased in focus areas. When two branches competed
against each other on the platform, the results were amazing!”
- Engagement Director, $2B Credit Union


9GAMEFI, INC.
Equipping managers with
actionable data.
Real-time feedback is a powerful way to drive engagement. This
goes for management as well. Magic happens when data and
insights are timely, actionable, and easy to understand for
managers.
“Once we know something, we find it hard to imagine what
it was like not to know it.” - Chip and Dan Heath, Switch
With gameFI’s robust Admin Portal, managers have a wealth of
information and functionality at their fingertips. Recognize top
performers with Rewards. Capture qualitative information about
employee performance with Manager Notes. View, customize,
and interact with dynamic Leaderboards. Compare individual
employee performance to peers and office averages to identify
productivity trends, coaching opportunities, and excuses to
celebrate progress. Set Goals by employee or office. Customize
Scenarios or Challenges. Enjoy the power of an aggregated
performance management platform that puts you in control of
results.
Madison, WI gameFI.org

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gameFI-Information-Sheet

  • 1. 
 Optimizing your workforce with feedback, focus, and fun. Deliver real-time performance feedback, driving engagement and results. Ensure employees are focused on the the metrics that drive success. Verify employees have the knowledge they need to be successful.
  • 2. 
 2GAMEFI, INC. Identifying the employee engagement problem. The modern workforce has some catching up to do. As technology has allowed employees to experience instant feedback and gratification in every other aspect of life, their workplaces have offered essentially the same experience for decades: annual performance reviews, disconnection between management and front-line employees, and unpredictable business results. The old way isn’t working — and you’re paying for it with employee burnout, poor staff performance, and sub-par customer metrics. A recent Gallup study indicates that only 13% of worldwide employees are engaged with their work, and that 24% are actively disengaged. gameFI is here to change that. Our one-of-a-kind employee engagement platform was built to modernize workforce engagement, focusing your employees on what matters and delivering balanced, real-time feedback about how employees are doing to drive results.
  • 3. 3GAMEFI, INC. “Focusing, recognizing, and motivating employees in real-time is no longer an optional proposition if firms are serious about retaining top performers and achieving a culture of sales, service, and excellence.” - gameFI Founder, Matt Davis
  • 4. 4GAMEFI, INC. Addressing financial institutions’ employee engagement problem. Financial Institutions need profitable loan/deposit growth Banks and credit unions need profitable loan and deposit growth to generate returns. Retail branches are the leading source for profitable cross-sell activity and deepening share of wallet. While many consumers shop online for products, >80% of account openings/closings and loan applications still occur in-person at a branch. Research studies suggests this trend will continue as the needs of consumers become more complex. Focused and engaged employees drive business results The gameFI platform is designed specifically for financial institutions, and leverages game mechanics to ensure staff is: • Incentivized to drive business results • Focused on your institution’s strategic priorities • Motivated to continuously improve skills • Engaged with (and passionate about) their jobs Game designers have been engaging audiences for centuries. Only recently have businesses discovered that these same mechanics that make games addictive and fun can drive results in non-game environments. gameFI is a one-of-a-kind platform that focuses staff on driving business results with engaging leaderboards, challenges, training, and real-time feedback. Evidence from current clients • >200% increase of loan coverage sold on new loans originated by loan officers at a multi-billion $ credit union (over baseline of 30%, sustained over 6 months) • ~160% referral activity from front-line branch employees to loan officers at a multi-billion dollar credit union • 100% accuracy of employees balancing registers achieved for a branch for 2 months • 20% improvement in employee recognition and overall engagement by workers at a global top-5 consulting firm
  • 5. 9%41 AMiPad #13 #12 #11 #10 #14 #15 #16 PLAYERS, CURRENT MONTH Loans Closed #2 Alyssa Reynolds 80 79 Melissa Blevins #3 Jessica Bright Jennifer Stephens LEOTA Ben Lease MAIN STREET Scott Meyer LEOTA Cody Stephenson WHITAKER Christopher Bromfield LENOIR Phyllis Lefler MAIN STREET Brent Wakeman #1 86 Leaderboards Challenges Scenarios OK Thanks for pitching in to help Scott and Melissa on the EOM reporting. We had a big month thanks to everyone’s efforts...but that put some extra strain on the team to get reporting done on time. Thanks, as always, for being such a team player! 2 xKellyn Richardson Super Admin 5GAMEFI, INC. Modernizing feedback. Good luck convincing modern employees that annual performance reviews are getting the job done. In a fast-moving world that delivers real-time feedback on everything we do — steps walked, ‘likes,” comments, calories consumed, and everything in between — it seems absurd that a rigid process that delivers potentially 12- month old feedback would still be embraced. Even Human Resources professionals aren’t buying formal reviews as a solution anymore. A Deloitte survey found that 58% of HR executives consider reviews to be an ineffective use of supervisors’ time. Some of the most revered firms on the planet (Dell, IBM, Microsoft, and Adobe, as examples) have ditched formal reviews in favor of frequent, informal feedback. “High potential young employees want regular feedback and career progression advice, not just ‘once and done’ reviews.” - Deloitte Global Human Capital Trends 2015 The gameFI platform delivers real-time feedback on the metrics that matter. Qualitative, peer-to-peer Rewards and Manager Notes deliver positive reinforcement for hard-to-measure contributions. Custom leaderboards, goals, and progress bars inform and motivate employees to succeed with quantitative measures.
  • 6. 100%9%41 AM Bright Leaderboards Challenges Scenarios Settings Log out 12 LEVEL 11,155 Messages ScenariosStats Competitions 3 345/ 700XP XP 50% Work 19% Learn 81% Serve ance August 2016 Credit Disability % 19% | Goal: 40% Credit Life % 42% | Goal: 40% DP Consumer Loan % 16 | Goal: 12 GAP Waivers 27 | Goal: 35 103 Rank 11 Rank 62 Rank 2 Rank 6GAMEFI, INC. Driving focus. Nothing guarantees poor performance like misalignment of strategic vision and tactical execution. Precise translation and measurement of strategic priorities for front-line is often the difference between business success and missed opportunities. What’s measured gets managed. The gameFI platform ensures perfect alignment of the strategic and the tactical through custom Leaderboards, Challenges, and Performance Widgets. An “always there” display constantly reminds employees of the metrics that matter, setting expectations and delivering progress reports in real-time. A critical expectation is that employees contribute in a balanced way. It’s not good enough to simply achieve on quantitative measures. Having the knowledge needed to perform your job in the right way is important as well. Being a good teammate and delivering great client support is equally important. Work, Learn, and Serve scores make sure employees never sacrifice performance, training, or service as they go about their day-to-day work.
  • 7. 9%41 AMiPad Jessica Bright 3 LENOIR OFFICE Leaderboards Challenges Scenarios Histo Win a Duel! Win a Duel with a co-worker! You can initiate the Duel or simply accept a Duel invitation from someone else. Upon a duel acceptance, you have 24 hours to compete! XP 12 1 x 0 An Apple a Day Close 30 used auto loans in a single month. XP 35 3 x 3 Remember that credit scores under 650 require secondary approval. XP 52 2 x 6 $5/month fee pays for itself after 2 ATM withdrawals This account is perfect for members who frequently use ATMs The Gold Account reimburses all foreign ATM fees Cross-sell ten Gold Checking Accounts in a single month. Gold Star Performer Congratulations! You just completed the Century Club Challenge and earned 150 experience points! OK CHALLENGE COMPLETED 7GAMEFI, INC. Serious fun. The financial services industry is not to be taken lightly. Your work is serious business, impacting a decidedly intimate component of your clients’ lives. Attracting and retaining top talent is equally serious. The truth is if you want to take client engagement seriously, you must take employee engagement seriously. What’s fun gets done. While gameFI is not a game, it has been careful to leverage the things that make games fun, engaging, and addictive to drive performance. The powerful “Scenarios” feature makes learning and growing fun, while helping management quickly and easily identify training gaps and coaching opportunities. The “Duel” and “Gauntlet” features allow players to boost each other’s performance with friendly competition. And throughout the gameFI experience, players are celebrated for accomplishments big and small. Fun is not the goal, it is simply a by-product of establishing a culture of focus, recognition, teamwork, and performance.
  • 8. 8GAMEFI, INC. “Results increased in focus areas. When two branches competed against each other on the platform, the results were amazing!” - Engagement Director, $2B Credit Union
  • 9. 
 9GAMEFI, INC. Equipping managers with actionable data. Real-time feedback is a powerful way to drive engagement. This goes for management as well. Magic happens when data and insights are timely, actionable, and easy to understand for managers. “Once we know something, we find it hard to imagine what it was like not to know it.” - Chip and Dan Heath, Switch With gameFI’s robust Admin Portal, managers have a wealth of information and functionality at their fingertips. Recognize top performers with Rewards. Capture qualitative information about employee performance with Manager Notes. View, customize, and interact with dynamic Leaderboards. Compare individual employee performance to peers and office averages to identify productivity trends, coaching opportunities, and excuses to celebrate progress. Set Goals by employee or office. Customize Scenarios or Challenges. Enjoy the power of an aggregated performance management platform that puts you in control of results.