Excellence at Work (Brandon Hall Group)
Episode 320: How Trusted Advisors Are Delivering More Value Through Strategic HCM Partnerships
Why It Matters
Advisors who can bundle payroll and HR technology into a single, easy‑to‑use solution help SMBs reduce operational complexity and cost, directly impacting their growth potential. This episode shows a replicable model for banks and other advisors to expand their service offerings without becoming HCM experts themselves, making it especially relevant as businesses seek streamlined digital solutions in a competitive market.
Key Takeaways
- •Advisors refer clients to iSolved for integrated payroll solutions.
- •iSolved offers “large enough to impact, small enough to care.”
- •Single platform consolidates hiring, onboarding, timekeeping, payroll.
- •Trust built through transparent communication and seamless handoffs.
- •Partnerships boost client retention and generate mutual referrals.
Pulse Analysis
The episode spotlights iSolved’s Center of Influence (COI) program, a strategic outreach model that turns trusted business advisors—bankers, accountants, and consultants—into referral engines for human capital management (HCM) technology. By aligning with Zions Bank, iSolved demonstrates how advisors can extend beyond transactional services, offering clients a unified payroll and HR solution without needing deep HCM expertise themselves. This partnership illustrates why integrating payroll, timekeeping, and talent management matters for small and mid-sized businesses seeking efficiency and compliance in a rapidly evolving talent landscape.
Listeners hear concrete benefits of the iSolved PeopleCloud platform: a single, intuitive system that merges hiring, onboarding, time‑tracking, and payroll into one “single source of truth.” The discussion emphasizes time savings for CFOs and owners, cost reductions compared with legacy payroll providers, and a white‑glove service model that treats each client as an individual rather than a number. Trust is reinforced through transparent communication, dedicated implementation contacts, and seamless handoffs, ensuring that referrals translate into positive client experiences and stronger retention.
The conversation closes with practical advice for advisors hesitant to expand their service suite. By vetting technology partners as rigorously as they would their own offerings, advisors can confidently recommend iSolved, leveraging the platform’s modular, a‑la‑carte capabilities to address unique client needs. This collaborative approach not only deepens existing relationships but also creates a reciprocal referral loop, positioning both the advisor and iSolved for sustained growth in the competitive HCM market.
Episode Description
In this Brandon Hall Group™ Excellence at Work Podcast, Spencer Johnson, Treasury Management Officer at Zions Bank, and Suzanne Santana, Regional Vice President of Sales for the West at iSolved, explore how iSolved's Center of Influence (COI) program is redefining the way trusted business advisors like bankers and brokers deliver strategic value to their small and mid-sized business clients.
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