Volunteer Software for Financial Institutions - Kadince Create workflow rules that use pre-set logic to update fields, assign review tasks, and send notifications Enable reviewers to update submitted volunteer entries (individually or in batches) and add additional details documentation if needed
CRA Software for Financial Institutions - Kadince With customizable workflows, Kadince will automatically assign the correct person to review new services, loans, investments, and donations for CRA community development eligibility
Kadince Webinars - CRA Training and More The concept of “community” is evolving, and if your bank or credit union doesn’t evolve with it, you risk being left behind That’s the key takeaway from a new study by Shikatani Lacroix Design (SLD), an agency that works with financial institutions to transform and future-proof their brands Watch this webinar to hear from Jean-Pierre Lacroix, President of SLD, and John Hughes, Chief
How the Kadince Academy Can Reduce Implementation Time by 350% You finally signed with the data tracking software company you’ve been dying to partner with It’s been a long process—management isn’t always easy to convince—but you’re sure it will be worth it Learning about this new software was exciting and you can’t wait to start using it
How Fox Communities CU Logged Over 400 Employee Volunteer . . . - Kadince If you help run a bank or credit union community engagement program, you know that getting employees to volunteer (and tracking those hours) is hard On a good day, you might log a dozen volunteer hours, and this number might jump up when an institution-sponsored event comes around But have you ever hit 400 volunteer hours in ONE day?
How to Encourage Employees to Submit Volunteer Hours: 3 Tips to . . . Because they don’t get paid for volunteering, workers already feel like they’re doing you a favor by participating in an event After all, 50% of employees don’t even know what’s expected of them at work, much less what’s expected of them outside of work So if your employees don’t know why you want them to enter their volunteer hours on a timesheet, it’s easy for them to ignore
Community Involvement Software for Financial Institutions - Kadince Collecting, approving, and tracking donations sponsorships can be difficult and time-consuming Spreadsheets and emails just don’t cut it, and you’re tired of sifting through charitable giving requests and following up with community organizations for more information
How to Create A Donation Sponsorship Request Form . . . - Kadince Download the Donation Sponsorship Request Form Checklist Download Like most banks and credit unions, you’re fortunate enough to offer donations and sponsorships to select community organizations and nonprofits that submit a request
What To Do Now That CRA Regulatory Change Has Arrived - Kadince Whether you like it or not, Community Reinvestment Act (CRA) regulatory change is here Unless you’re near retirement age and can say, “I’m out,” the new CRA rules are likely to bring more pressure to your department and make your job a lot more challenging