Organizations


How does Kadince help manage community organizations?

The process of adding, maintaining, reviewing, and reporting on organizations can be a heavy burden. Let Kadince software do the heavy-lifting. Add organizations using forms. Automate review tasks and data adjustments with workflows. Stay informed through email notifications. Track donations and volunteers with dashboards. And build and share reports with others. Most importantly—sit back, relax, and enjoy reviewing all the good being done in your community…with Kadince.

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Reporting Features

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Report Builder

Report builder helps turn raw data into useful reports. Use filters to sift through data to find a specific service hour or group of hours. Arrange columns to show the most important bits of data. Show relationships and summaries of related hours with grouping. Analyze data by displaying the sum, average, count, maximum, minimum, or distinct instances of field details. Save your reports and refresh them as new data is collected with Kadince.


Sharing Reports

Sharing reports is the end-game of everything that happens in Kadince. Download CSV files of reports to save or share with others. Print reports on paper or save as a PDF. Share complex reports with others to prevent double-work in building reports. Build bar charts, pie charts, big-number graphics, or a simple table to display on your dashboard. Share specific widgets on your website or intranet without having a deep knowledge of programing. Confidently share exam-ready reports with management or regulators.

Reports widget organizations 17ba082a77c46791acaec5eb9c6f8d3dabb74713bd50ddb24af92a76d895554c

Standard Features

Intranet Accessible Forms

Create new organizations internally with your intranet. Give employees a central place to add new organizations. Customize intranet accessible forms to control data-collection fields, instructions, disclaimers, and branding.

Custom Tasks

Create and assign custom tasks. Custom tasks can be anything. Create a task, give it a due date, and assign it to someone. Add in notes, descriptions, and attachments for a more detailed task. Associate a custom task with an organization.

Website Accessible Forms

Allow organizations to complete their own profile form by adding a link on your website. Customize website accessible forms to control data-collection fields, instructions, disclaimers, and branding.

Notifications

Notifications help everyone stay on task. In-app and email notifications keep you in the loop. Notifications will remind others of incomplete tasks. Reminders will continue daily until no tasks remain. Notifications make it so nobody has to be the “nag.”

Automated Workflows

Route new organization submissions based on any number of conditions. Auto-assign tasks to the proper people. Automated workflows save time and money by automating routine tasks.

Comment Thread

Say goodbye to long email chains and lost conversations. Keep the conversation focused. Questions, comments, and ideas are all kept within the comments thread. Privately or publicly message colleagues, attach files, or add a comment to the record.

Review Process

Review organization details and attachments as needed to ensure accuracy. Create a process to review organizations regularly with review expiration dates.

Activity Log

Prevent finger-pointing and preserve a history of changes with the activity log. The date, time, username, and changes made are all recorded in the activity log. The activity log creates an audit trail of attachments as well.

What people are saying about Kadince…

Kadince isn’t only just a platform, it’s a mindset. With Kadince you are not only proving effectiveness and efficiency of the collaboration process between marketing and compliance, you are designing this process. Machias Savings Bank has been a loyal customer of Kadince for years and in return...Kadince became our closest friend and a trusted advisor. Our opinion matters, our ideas get implemented. And since the launch of the Kadince process at Machias Savings Bank, Kadince has become a standard for vendor relationships, the platform’s impact on the process improvement and return on technology investment. As soon as you start using Kadince, you will realize how much work you reduce, its impact and time saved. We’re all playing the same game, but with Kadince, you’ll be playing in a different league. Machias Savings Bank

Machias Savings Bank

Yury / Internet Marketing Manager
We love Kadince here at Citizens Union Bank. We’re actually one of their very first customers and they even have our check hanging on their wall. They keep our compliance department happy, our auditors and our examiners happy and that makes us very happy. Thanks Kadince! Citizens Union Bank

Citizens Union Bank

Jessica / AVP, Marketing
Hi, I’m Dawn Follendorf and I’m the CRA officer here at River Valley Bank. We have been using Kadince for a couple of years now and what I like about the program is that with having 15 branches and about 270 employees. I get to see all of our donation and service activity housed in one central location. And that gives me a really good picture as to what is going on in our community reinvestment activities throughout all of the areas we serve. One of the things that I like even more about is how easy it is for our employees to enter their service hours. Whenever I sit down and show someone how to do that, they always say “Wow! That was so easy.” And so this just tells me that we’re getting really good return on our investment with Kadince cause we’re capturing as many activities as possible. So that’s just a little bit of my experience in working with the program. I’m so happy to be able to share that with you. River Valley Bank

River Valley Bank

Dawn / CRA Officer
Here at VCNB, we love Kadince. It has saved us time, saved us money and made us more efficient. So now we time for the really important things, like cheering on our Buckeyes. Go Bucks! Vinton County National Bank

Vinton County National Bank

Audra / EVP, Marketing
We use Kadince for Sponsorships, Donations, Volunteering and it has just made work a lot easier for the marketing department at Members First Credit Union. Members First Credit Union

Members First Credit Union

Rachel / Marketing Assistant
Hi I’m Amber with Pioneer Federal Credit Union and I want to tell you why we love Kadince it has cut our processing times down drastically what took us three hours before to log employee volunteer hours is now cut down to just 30 minutes we also love using it to track our community sponsorships and donations and of course funnel marketing requests through it as well it’s made our processes so much more efficient now we’re spending less time on manual processes in the office and more time in our communities doing manual labor thanks guys! Pioneer Federal Credit Union

Pioneer Federal Credit Union

Amber / Graphic Designer

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