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.
What We Offer
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.
Unify HR & Payroll into One Connected Platform
Help your clients save time, reduce errors and stay compliant with a single system that connects payroll, HR and benefits. isolved centralizes employee data and simplifies everyday tasks, so clients can focus on growing their business.
Help Clients Hire the Right People Faster
Recruiting and retaining top talent is tied as the top client concern across banking institutions. isolved makes it easier for your clients to automate job postings, manage applicant tracking and access branded career pages, so they can find and onboard top candidates faster.
Expand Your Role with Retirement Services
Build client trust by offering access to retirement planning, 401(k) management and financial wellness tools. Nearly half of banks are focused on financial education and wellness as long-term retention strategies, making this a natural extension of the services you already provide.
Simplify Expenses and Boost Client Satisfaction
Managing financial risk is the top challenge banks report internally, and helping clients solve for it can deepen your value as an advisor. Gain real-time visibility into expenses, streamline approvals and ensure compliance—all from a single, secure platform.
Simplify Benefits Administration and Management for Your Clients
Benefits compliance is a major pain point for businesses. isolved Benefits Services simplifies the complexity of ACA reporting, COBRA administration and benefit accounts. Your clients can stay compliant, avoid penalties and reduce manual processes with expert support.
Offer Peace of Mind with Expert HR Guidance
Many banking clients lack a dedicated HR team and often reach out to their bank for referrals after a compliance issue arises. With isolved HR Services, you can offer access to dedicated support and guidance to reduce risk and confidently navigate regulatory requirements.
Better Predict Workforce Needs with Real-Time Insights
Clients expect more than just financial solutions from their bank. They want insights they can use to make better decisions. isolved Predictive People Analytics gives you and your clients real-time insights to spot attrition risks, close skill gaps and improve the employee experience.
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.
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
Stay ahead of client needs, market trends and regulatory changes with content created for banking professionals and credit unions.
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 from advisors on benefits, financial and HR advisory, as well as top challenges and opportunities for the future.
Get the Report