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 softwa...
Continue ReadingYou work hard to track and manage your bank or credit union’s employee volunteer hours. You plan events, promote them throughout your institution, manage registrations, and oversee the entire process. Now it’s time to count up those...
Continue ReadingWhether 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 y...
Continue ReadingEver feel like you’re missing the CRA support you need? Having to comply with the Community Reinvestment Act (CRA) means tracking a lot of data and learning a lot of new information. But resources are scarce for bankers coming into ...
Continue ReadingIt happened again. A teller at one of your bank branches made a small mistake (they’re human, after all), and now a customer is angry. The customer (let’s call him John) has banked at your institution for years and has never ma...
Continue ReadingThe Cold Call When a cold call pops up on your screen, chances are you ignore it. Or at the very least think, oh no, not again. In November of 2022, Jennifer Reed was no different. Jennifer is the VP of Public Relations a...
Continue ReadingManaging one CRA program is hard enough. Can you imagine overseeing four at once? “It isn’t easy,” says Tonia Taylor, SVP and Director of Compliance at QCR Holdings, a holding company that owns four separate chartered banks. ...
Continue ReadingCRA Officers are often told to build relationships throughout their financial institution. These relationships will help your CRA program grow, provide fresh volunteers, help you mine for community development loans, and overall hel...
Continue ReadingWhy you should share your story Imagine this. Your team has just finished hosting a really awesome, super impactful financial education event. A dozen people showed up and you taught them how to raise their credit score and qualif...
Continue ReadingAre you tired of reminding employees to volunteer? Do you wish they would just take the initiative and follow your program’s guidelines? Your financial institution may have a clear volunteer program, but that doesn’t mean it’s easy ...
Continue ReadingThanks for your interest in Kadince software. I’ll email you a proposal within two (2) Kadince business hours (sometime before ).