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By Jaidyn Crookston | March 07, 2023 | 12 Minute Read

How to Properly Respond to Customer Complaints

If you’ve ever read “Hug your Haters” by Jay Baer, you’ll understand why businesses should respond to every complaint, in every channel, every time. This means that anytime a customer, potential customer, or community member complai...

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By Jaidyn Crookston | February 21, 2023 | 7 Minute Read

How to Reward Employees for Volunteering

What’s more likely to convince an employee to volunteer? 1) Knowing that their volunteer hours will count towards the Community Reinvestment Act (CRA) and help their institution get a good rating? Or 2) knowing that volunteering get...

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By Jaidyn Crookston | January 17, 2023 | 6 Minute Read

How to Share Your Institution’s Volunteer Opportunities With Employees

If you recently started or revamped an employee volunteer program, you’re likely learning that getting employees to volunteer is even more difficult than you thought. (And you thought it would be plenty hard.)     While there are ...

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By Jaidyn Crookston | January 03, 2023 | 5 Minute Read

5 Tips for Growing Your Financial Institution's Newsletter

So you have an email newsletter. You send it to your subscribers weekly, monthly, quarterly, or just whenever you have time to throw one together.    Subscribers seem to like your content, and many of them follow through on your i...

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By Jaidyn Crookston | December 27, 2022 | 5 Minute Read

How Kadince Helped APG Federal Credit Union Go from Averaging 700 Marketing Projects Per Year to Over 1,000

How would you like to drastically increase your marketing material output in one year? Sounds impossible, right? Well, Michelle Krecz and her team at APG Federal Credit Union (APGFCU) did just that in 2021.   Michelle is the AVP o...

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By Jaidyn Crookston | December 13, 2022 | 7 Minute Read

5 Reasons Your Employees Aren't Volunteering and How to Change That

So, you’ve created an amazing volunteer program. Now you’re waiting for those employee volunteer hours to start rolling in.    And waiting.    And waiting.    Nothing. Zip. Zilch.    Why aren’t your institution’s employees v...

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By Jaidyn Crookston | December 06, 2022 | 8 Minute Read

Your CRA Exam is Over. Now What?

Your CRA exam is finally over. (Longest 2–3 months of your life, right?)   First of all, take a deep breath. Pat yourself on the back. The last several months have been a stressful blur of paperwork, examiners, and “why didn’t thi...

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By Jaidyn Crookston | November 22, 2022 | 8 Minute Read

How Financial Institutions can Connect With the Youth of Their Community

Young people make up a large percentage of your community. If your financial institution doesn’t spend time building connections with them, you’ll lose out on a lot of opportunities and potential customers/members.    A Bankrate s...

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By Jaidyn Crookston | November 15, 2022 | 1 Minute Read

Kadince Integrates Candid Tools to Help Users Save Time and Feel Confident in Their Charitable Relationships

Kadince is excited to announce a new collaboration with Candid, the most comprehensive source of information and data on nonprofits and funders. Kadince users can now access Candid’s Charity Check tool without leaving the Kadince so...

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By Jaidyn Crookston | November 07, 2022 | 13 Minute Read

How to Create a Successful Employee Volunteer Program

Many financial institutions have employee volunteer programs. These programs serve to encourage employees to volunteer in their communities, get the institution’s name out there, earn CRA credit, and more. While these programs are v...

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By Jaidyn Crookston | October 25, 2022 | 8 Minute Read

7 Ways to Boost Your Institution’s Financial Literacy Program

No matter how cool your bank or credit union’s financial literacy program is (and it’s probably pretty cool!), there are always ways to make it more impactful.    Sometimes this means starting a new program, hosting a new event, o...

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By Jaidyn Crookston | October 17, 2022 | 10 Minute Read

How Bankers Trust Encourages Employees to Volunteer in the Community

You know it’s important for your financial institution’s employees to volunteer. You know that volunteering comes with many benefits, both for your institution and your employees. What may be difficult to know is how to actually get...

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By Jaidyn Crookston | October 04, 2022 | 10 Minute Read

The Benefits of Employee Volunteerism

You’ve probably heard that you should encourage your institution’s employees to volunteer. But just because you know you should encourage employees to volunteer doesn't mean you know why. Or how. And with how difficult these program...

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By Jaidyn Crookston | September 13, 2022 | 11 Minute Read

The 6 Steps to Building Support for Your New Idea

If you’ve ever had a brilliant idea at work before, you know that gathering support for it can be hard. Not everyone is going to love your idea, and even those who do may be hesitant to throw their support behind you. But if you wan...

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By Jaidyn Crookston | August 30, 2022 | 9 Minute Read

How to Get Employees to Volunteer: 4 Methods to Try Today

Community involvement is one of the most valuable ways to build goodwill as a financial institution. And your employees are crucial to this effort. Without the talents, hard work, and bright smiles of bank and credit union employees...

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By Jaidyn Crookston | August 24, 2022 | 12 Minute Read

Want to Expand Your Institution’s Community Impact? Start a Foundation!

Every financial institution strives to serve its community in various ways. For some, this means holding events, investing in community organizations, and donating to nonprofits. For others, this means starting and running a nonprof...

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By Jaidyn Crookston | August 09, 2022 | 10 Minute Read

How to Successfully Mine for Community Development Loans

You’ve probably heard the term before: community development loan mining. Ugh. What a chore.    But as a CRA Officer or CRA Analyst, it’s your job to identify all CRA-eligible loans originated by your bank.    But that doesn’t m...

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By Jaidyn Crookston | August 02, 2022 | 13 Minute Read

14 Event Ideas: How Your Institution Can Help People of All Ages Become Financially Literate

Having a solid financial education is critical in today’s world. Without it, it’s easy to get into bad debt and make poor financial decisions that could negatively impact someone their entire life. While the country is getting bette...

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By Jaidyn Crookston | July 19, 2022 | 8 Minute Read

How Univest Financial Uses Kadince to Track and Manage Events

Do you spend hours upon hours managing your financial institution’s events in spreadsheets and email?    Do you dread asking employees to submit their volunteer hours after an event because you know you’ll have to follow up seven ...

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By Kayla Czappa | July 12, 2022 | 5 Minute Read

4 Ways to Have a Positive Impact on Your Customers and Keep Them Coming Back for More

With rising inflation and living costs, more people are turning to reputable financial institutions for answers—where to store their money, whether to buy or sell a house, how to save and invest, and so on. And it takes a lot of con...

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