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Financial Services

Remain competitive by attracting and engaging top talent

Whether you operate an investment group or a mortgage brokerage firm, putting the right people in the right places at the right time is key to your success. Your HR team faces an uphill battle in recruiting desirable and qualified top talent amid a shortage of mid-career candidates, higher turnover among millennials, and a booming skills gap.

Find & Onboard Top Talent

Find the talent you need before your competition does by streamlining the recruiting cycle from end to end. Eliminate silos and manual processes that slow you down.

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Improve Employee Engagement & Retention

Get new hires immediately connected to your organization in a streamlined, positive manner to build your team and improve performance for your business.

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Ensure Compliance & Continuing Education

Transform the way your staff learns while meeting licensure education requirements. Provide custom opportunities for learning new skills and building on existing ones.

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See how isolved helped prioritize talent acquisition, employee experience and retention.

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isolved Capabilities for Financial Service Providers:

  •  Automated workflows and electronic onboarding
  • Multi EIN cross-company reporting
  • Unlimited department levels for labor and general ledger
  • General ledger export
  • Automated ACA tracking for all employee types
  • Single database for employee records, certifications, expertise
  • Electronic open enrollment, carrier feeds, and COBRA integration
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