Marketing Requests


How does Kadince help manage marketing requests?

The process of collecting, approving, fulfilling, and reporting on marketing requests can be a heavy burden. Let Kadince software do the heavy-lifting. Collect marketing requests using forms. Automate approval tasks and with workflows. Stay informed through email notifications. Track pending, approved, and declined requests 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

Log-in Accessible Forms

Create marketing requests internally with your marketing team. Record incoming requests from colleagues in one place. 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 request.

Intranet Accessible Forms

Collect marketing requests internally with your intranet. Give employees a central place to request marketing materials. 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 marketing requests 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.

Approval Process

Ensure time is well-spent by approving marketing requests before working on them. Select approvers and the criteria for approval. Choose between unanimous, majority, or “one-of-many” approval options.

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
Hi, I’m Matt Stallings from CenterState Bank. And I love Kadince because it’s an awesome platform. It helps me do day to day tasks. And it keeps track of our marketing projects CenterState Bank

CenterState Bank

Matt / Marketing Specialist
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
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
Hi, I’m Adam Steinback Senior Vice President at Albany bank in Chicago. I love Kadince and it has no peers, it has no competition. I searched far and wide to find a product like this. At the end of my search I very happily found this product. The team is great. The people are great. The product is awesome. It does what no other product does. It organizes all of our stuff beautifully and the people are passionate. I’m passionate about it. They care and they really listen to customers. Thank you. Albany Bank & Trust

Albany Bank & Trust

Adam / SVP Commercial Services
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

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