CRA Services


How does Kadince help manage CRA services?

The process of collecting, reviewing, and reporting on CRA services can be a heavy burden. Let Kadince software do the heavy-lifting. Collect service entries with forms. Automate review tasks and data adjustments with workflows. Stay informed through email notifications. Track activities with dashboards. And build and share reports with others. Have the confidence of being ready when the next CRA exam happens. Most importantly—sit back, relax, and enjoy being ready for your next CRA exam…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.

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Standard Features

Log-in Accessible Forms

Record qualifying CRA service entries to a central system. Give CRA specialists a place to log and track volunteer service hours. Customize log-in accessible forms to control data-collection fields, instructions, and disclaimers.

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 a service entry.

Intranet Accessible Forms

Collect potentially-qualifying CRA service entries with your intranet. Give employees a central place to log volunteer service hours for review. Customize intranet 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 potentially-qualifying CRA services 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 potentially-qualifying CRA services for CRA eligibility. Mark services as CRA eligible or not CRA eligible. Assign CRA review tasks to appropriate people at appropriate times.

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…

Hi, I’m Kellie Swalles. I’m with CNB Bank in Pennsylvania. We started Kadince earlier this year with the Ad Management tool. I had a little concern going to a formal process since I had the convenience of getting something approved right away. But I love that it’s a linear process. All the comments are there. Everything’s out of my inbox and in Kadince. And I’ve actually had a lot employees come up to me and tell me they love Kadince. They love hitting that little button, that green button and sometimes the red button. We really like it and we actually had an audit just a couple months ago and it was the first time that we had Kadince for our audit and the Auditor loves it. I was able to plug him in and he just thought it was fabulous that he could go through and see everything and he actually said, “I really need to get all my banks on this.” So thank you for that, Thanks Kadince and we really appreciate it. CNB Bank

CNB Bank

Kellie / Marketing Specialist
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
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
It’s very rare when a business partner can offer you a program that brings value and is an amazingly turnkey solution. I’m David Kreiman, Executive Vice President and Director of Marketing at Glenview State Bank and I love Kadince. Glenview State Bank

Glenview State Bank

David / EVP, Director of 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
We love Kadince. They’ve turned a very manual process into something so easy. We love the reporting features and they’re so responsive. NebraskaLand National Bank

NebraskaLand National Bank

Danielle / Vice President Marketing Director

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