CoAd Partnership Program

The Trusted Partner for Banks.
As your clients’ businesses evolve, your clients are seeking your trusted guidance on their financial needs. We help your business clients avoid workforce risk and protect valuation. We do it as a true partner — one who knows your business by name, not by number.
50%
Of SMBs prefer to access solutions like payroll from a single provider, presenting an opportunity for banks to offer these tools through partnerships.

The CoAd Advantage

Why Partner with CoAd?
Trusted partner relationship management
Full range of Payroll and HR solutions
Revenue sharing opportunities
Priority implementation and service
Greater visibility, enabled with technology

Features

More Solutions. More Growth. One Relationship.

Drive Client Retention Through Expanded Value

Increase client retention by delivering greater value and a broader range of services.

Grow Revenue Through Strategic Referrals

Refer clients to a full range of payroll and HR solutions — and let the partnership flex to fit. Whether your clients need self-service payroll or a PEO, you match them to the right solution for their goals, with revenue sharing opportunities for your organization.

A Shared Commitment to Mutual Client Success

Depend on a trusted partner that serves your clients with the same exceptional care you do.

Ready to deliver more value?

Become a CoAd partner.
Fill out the form and we will reach out to discuss how a CoAd partnership can expand your offerings, support your portfolio, and create new revenue opportunities for your organization.