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.

Cra services 6978d0c1244b8ab4731eacc9f6c0572163c26c15dfbe68382b13335ec9f7a47d

Reporting Features

Reports builder f5b2e8509dd7e5f1939e4cb8f5148d4bcb3a775ce5d2d08265336314e93b3fa9

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 volunteers f89acdcbfee11065d6325fa75b601cf6c8ca3d5130eada7d274d9697319ae363

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…

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
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
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
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
Hello… I’m Ellie Reineck with River Valley Bank in Wausau, Wisconsin. And just to prove how much I love Kadince I actually have it up here in the background of this video. We were early adopters of this software package, we use all three modules. Community, Ad Management and the Marketing Request Module. We have our marketing firm also using it. It’s the way that we process all of our project management, it’s the way our company manages our volunteer hours. Were hoping to use the widgets through our website very soon to show the world how committed we are to community reinvestment. I’ve had two audits since using this, and I’ve been using it for two years, with flying colors. Absolutely no problems. I think regulators love to see that you have a process like what is built into Kadince. I can’t say enough good things about it. We’ll continue to use it. They can continue to make it better. And they’re great listeners. Plus I love the koala bear. Thanks! River Valley Bank

River Valley Bank

Ellie / Marketing and Public Relations Director

Live Demos > Recorded Demos