Banking Referral Program
Build Stronger Client Relationships and Grow Your Business
Give your clients access to the tools they need to manage their people, not just their money. Refer one of the most trusted human capital management (HCM) platforms in the industry and deepen client relationships, expand your advisory services and earn rewards for every referral.
Why Banking Professionals Partner with isolved
Deepen Client Trust and Retention
Go beyond financial advice. Refer clients and support their broader goals with people-first solutions that simplify compliance, streamline operations and strengthen workforce management.
A Partner You Can Rely On
With nearly 40 years of experience and 189,000+ employers served, isolved is one of the most trusted HCMs. We’re ranked among the top two HCM vendors most referred by brokers, advisors and consultants.
Technology That Grows With You
Our modular, yet unified HCM platform, isolved People Cloud™, delivered a 330% ROI and pays for itself in under six months. It’s easy to implement, backed by real people and built to grow with your clients.
Trusted by Business Leaders Nationwide
Recommending isolved means giving your clients access to one of the most trusted HCM platforms in the industry. We’re ranked #1 in User Experience and Vendor Satisfaction for payroll, benefits, onboarding and time management for mid-market businesses in Sapient Insights Group’s 27th Annual HR Systems Survey.
HCM Solutions Designed for Banking Professionals
Your clients already rely on you for financial guidance. You can add even more value by referring them to HCM solutions that help hire and retain talent, stay compliant and better manage benefits—making them more likely to turn to you again and recommend your bank to others.
Partner Support You Can Count On
As a referral partner, you’ll get access to PartnerHub, a dedicated sales and marketing portal, along with a unique referral link, co-branded tools and templates, and incentives like gift cards and other rewards to recognize your referrals.
Customer Spotlight
Minnesota Bank Empowers Employees and Elevates HR Strategy
Kensington Bank needed to reduce manual HR tasks and better support its growing workforce across seven locations. By replacing outdated processes with isolved, the bank cut their administrative workload by 70% and achieved a 300% return on investment, while enhancing EX.
Resources for Banking Professionals
How Financial Institutions Are Evolving to Meet Client Expectations
See how banks are responding to client needs by adding services like benefits enrollment, compliance support and talent acquisition tools.
Download the eBook
Trends Shaping HR, Benefits and Payroll for Banking Professionals
Explore insights from bankers on client needs, challenges and how they’re expanding into HR support and technology to stay ahead.
View the Infographic
Insights from 1,000+ Advisory Firms on Expanding with HCM
Get insights on the state of benefits, financial and HR advisory, as well as top challenges and opportunities for the future.
Get the ReportBanking Partner Program
Become an isolved Banking Partner
Join the banking professionals using isolved to expand their client base, deliver high-quality referrals and offer more value to current clients.