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Banking Partner Programs

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. With isolved, you can connect clients to a trusted human capital management (HCM) platform that supports HR, payroll, benefits and compliance while expanding the value you bring to every relationship.

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.

Ways to Partner

Network Partner

Resell a Proven HCM Platform

Expand your firm’s services with a scalable HCM platform built to support growing client needs. As an isolved Network Partner, you can offer HR, payroll, benefits, talent and workforce solutions directly to clients while maintaining ownership of the relationship.

Preferred Partner

Refer and Build Client Trust

Your clients look to you for guidance on decisions that affect their business. As an isolved Preferred Partner, you can connect them to trusted HR, payroll, benefits and compliance solutions while strengthening your role as an advisor.

Trusted by Business Leaders Nationwide

Partnering with isolved gives your clients access to one of the industry’s most trusted HCM platforms. We're ranked #1 in user experience and vendor satisfaction for mid-market payroll, benefits, onboarding and time management in Sapient Insights Group’s 28th Annual HR Systems Survey.

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HCM Solutions for Your Clients’ Biggest Workforce Challenges

Your clients already rely on you for financial guidance. With isolved, you can help them find HCM solutions and services to address workforce challenges affecting their business, from hiring and payroll to compliance, benefits and employee retention.

Partner Support You Can Count On

No matter how you partner with isolved, you’ll have access to resources designed to help you support clients and grow your business. From PartnerHub, sales enablement and marketing tools to product training and dedicated guidance, isolved gives partners the support they need to connect clients with trusted HCM solutions.

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Partner Spotlight

Zions Bank Helps Clients Save Hundreds of Hours by Simplifying HR

For many small and mid-sized businesses, HR and payroll are constant pressure points. See how Zions Bank helped clients streamline HR, payroll, benefits and compliance to save time and focus more on growing the business.

Resources for Banking Professionals

eBook

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
Infographic

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
Whitepaper

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 Report

Banking Partner Programs

Ready to Bring More Value to Your Clients?

When business clients need help beyond banking, you can be the one who connects them to the right support. See how partnering with isolved can help you strengthen relationships, add value and create new growth opportunities.

Explore Banking Partnerships
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