Marketing Approvals


How does Kadince help with marketing compliance approvals?

The process of managing and reporting on marketing campaigns can be a heavy burden. Let Kadince software do the heavy-lifting. Build marketing campaigns. Stay informed through email notifications. Track active and inactive marketing campaigns with dashboards. And build and share reports with others. Most importantly—sit back, relax, and enjoy marketing again…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 programming. Confidently share exam-ready reports with management or regulators.

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Standard Features

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 campaign.

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.”

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.

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 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
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 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
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
I’m Scott Miller. Riverview Bank. Beautiful Vancouver, Washington. I’m a total fan of Kadince. More importantly my staff is a fan becuase it helps me stay on task of approving projects. Approving community investments. Keeping tabs on community hours. They love it so I love it. Riverview Community Bank

Riverview Community Bank

Scott / SVP Marketing
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

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