The process of approving, and preparing marketing projects for exams can be a heavy burden. Let Kadince software do the heavy-lifting. Have marketing build a project by filling out compliance details paired with content. Ensure everything goes through a compliance approval. Stay informed through email notifications. Preserve a searchable audit trail of approvals and changes. With all the exam prep done ahead of time, you can sit back, relax, and enjoy being exam ready…with Kadince.
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 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.
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 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.”
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.
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.
Rachel / Marketing Assistant
Yury / Internet Marketing Manager
(Formerly River Valley Bank)Ellie / Marketing and Public Relations Director
Audra / EVP, Marketing
(Formerly River Valley Bank)Dawn / CRA Officer
Scott / SVP Marketing