Group of People at an Outdoor Community Event - Event Management for Financial Institutions

Software to Streamline Event Management

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Planning, executing, and reporting events can be difficult and time-consuming. Relying on spreadsheets and emails just doesn’t cut it, and finding employees to attend these events is almost more trouble than it’s worth. Luckily, there’s a better way.

Kadince software makes it easy to plan, execute, and report all of your institution’s events, including financial education classes, community sponsorships, employee volunteer opportunities, business development outings, and more. Kadince is an all-in-one, easy-to-use software that makes event management much smoother, no matter how many events your institution participates in.

With Kadince, you can…

Make it easy for employees to find and register for events they’re interested in expand icon

Make it easy for employees to find and register for events they’re interested in

  • Plan an event and publish it to an employee-facing calendar linked to your Intranet or Sharepoint. Associates can proactively go to the calendar and register for events. 

  • Send event invitations based on branch location, employee interests, affinity groups, and more to ensure the right people see the right volunteer opportunities.

  • Make sure employees know the most up-to-date event information. Kadince also sends email reminders to registrants to ensure that they attend! 

  • Increase employee engagement and attendance at events. No more chasing down potential volunteers!

 

Make it easy for employees to find and register for events they’re interested in expand icon

Keep all relevant information and to-do list items in one place expand icon

Keep all relevant information and to-do list items in one place

  • Track and manage all events, including financial literacy classes, parades, galas, golf outings, 5k’s, volunteer initiatives, and business development opportunities. 

  • Manage all event details in one place, including venues, dates, volunteer shifts, tickets, event coordinators, descriptions, registrants, and needed items.

  • Create and assign tasks associated with each event, ensuring nothing is missed.

  • Associate events with donations/sponsorships and marketing projects (which you can also track in Kadince!).

Keep all relevant information and to-do list items in one place expand icon

Track the impact of events and see where your institution has made a difference expand icon

Track the impact of events and see where your institution has made a difference

  • Measure key event metrics (# of people benefited, population groups, impact focus categories, CRA development activities, # of LMI people helped, etc.).

  • Make strategic decisions about which events to support based on previous impact.

  • See a breakdown of your events by type, market, date range, organization, etc. See where you’ve made a difference and where you could improve.

Track the impact of events and see where your institution has made a difference expand icon

Automatically log volunteer hours after an event expand icon

Automatically log volunteer hours after an event

  • Automatically log the volunteer hours of employees who register for and attend volunteer events.

  • Automatically email employees after an event to confirm their attendance and hours volunteered. 

  • Keep all details related to an event tied to the associate’s logged volunteer record.

Automatically log volunteer hours after an event expand icon

Work towards event goals expand icon

Work towards event goals

  • Identify goals and milestones for your events.

  • Set goals that update in real-time related to impact area, type of event, impact focus, etc.

  • Automatically notify employees and other stakeholders when milestones are met.

  • See exactly where you’re doing well and where to invest more effort.

Work towards event goals expand icon
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Other Time-Saving Features

Pre-built Event Management Reports
Comprehensive Activity Log

Entering data into Kadince or editing the data already in Kadince is tracked in an activity log. This history helps ensure the integrity of your information.

API
API

Integrate Kadince with the tools you use every day to reduce steps and save time.

Centralized Event Management Data
Unlimited Data Storage and Retention

Never lose your data again! Everything stored in Kadince will be available forever, and there are no data limits.

Custom Fields
Custom Fields

Unlike other systems, you’re free to create and rename whatever custom fields you need. Have a unique data point? We’ve got your back. Even better, do it without the help of your IT team. 


With Kadince, you spend less time managing events. And, you have more time to make a greater impact in your community.

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Schedule Demo
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Building Software to Streamline Event Management Since 2018

As former bankers, we know how time-consuming it is to manage events. We set out to build software to help streamline event management at financial institutions.

See how hundreds of financial institutions are using Kadince to streamline event management and make a greater impact in their communities.

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Jillian Staats at S&T Bank - Kadince Customer Testimonial play icon
S&T Bank

Jillian Staats | Employee and Community Relations Coordinator

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Adam Steinbeck at Albany Bank and Trust Company - Kadince Customer Testimonial play icon
Albany Bank and Trust Company

Adam Steinbeck | Senior Vice President Commercial Services

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Lisa Morris at Hudson Valley Credit Union - Kadince Customer Testimonial play icon
Hudson Valley Credit Union

Lisa Morris | Assistant VP, PR & Corporate Communications

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Shannon Smith at Norway Saving Bank - Kadince Customer Testimonial play icon
Norway Savings Bank

Shannon Smith | CRM Administrator

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Betsy Roush at Univest Bank and Trust - Kadince Customer Testimonial play icon
Univest Bank and Trust

Betsy Roush | Community Relations Manager

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Brianna Roberts at American National Bank - Kadince Customer Testimonial play icon
American National Bank

Brianna Roberts | Community Relations Coordinator

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Danielle Remus at NebraskaLand National Bank - Kadince Customer Testimonial play icon
NebraskaLand National Bank

Danielle Remus | Marketing Director

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Jill Reddecliff Testimonial - F&M Trust play icon
F&M Trust

Jill Reddecliff | Marketing Operations Officer

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Kelley Schimmel - Navigant Credit Union play icon
Navigant Credit Union

Kelley Schimmel | Events Manager

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Forward Bank

Sierra Jones | Marketing Assistant

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Community Impact by Kadince Customers

Organization Helped by Financial Institutions - Buildings Icon

362,668

organizations helped

Hours Serviced by Financial Institution Employees - Clock Icon

5,851,315

hours served

Donations and Grants Requested from Financial Institutions - Money Icon

$1,506,747,608

in donations/grants requested

Employees Volunteered from Financial Institutions - Heart in Hand Icon

119,538

employees volunteered

How to Start Streamlining Your

Event Management

Step 1 - Schedule a Personalized Demo of Kadince - Number 1 Icon

Schedule a Personalized Demo

for yourself and others at your institution

Step 2 - Get Quick Approval of Kadince - Number 2 Icon

Get Quick Approval

with our proven vendor management process

Step 3 - Implement Kadince - Number 3 Icon

Implement Kadince

with the help of your Kadince customer success manager

Get Started, Schedule a Demo
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How much does Kadince cost?

We believe software pricing should grow with the financial institution. For that reason, we’ll tailor Kadince pricing to the size, needs, and growth plans of your institution.

When you're ready, we’ll email you a custom proposal in four Kadince business hours.

I'm Ready For a Proposal
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Schedule a Demo with Morgan

Morgan Talbot Photo - Kadince Sales Team Member

Get a Proposal from Morgan

Thanks for your interest in Kadince software. I’ll email you a proposal within four (4) Kadince business hours (sometime before ).

Have any questions? I'm happy to help!