Explore Testimonials and Case Studies

Discover how Kadince is transforming the way financial institutions manage compliance, marketing, and community involvement. Hear directly from professionals like you and explore in-depth case studies showcasing our solutions in action.

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Learn how Kadince helps institutions foster stronger connections with their communities.
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Kelly Boyle
Assistant Vice President of Corporate Social Responsibility
Penn Community Bank
"Kadince makes our processes easier. Prior to Kadince, one person on our team managed sponsorships/donations via an Excel file. If someone had questions about a payment, they had to ask her. Now, they can check on the status of a request themselves. We can actually host events where it's easy to sign up. And all of this is easily trackable/reportable, which is something we didn't necessarily have before."
Whitney Gibson
Officer, Communications Lead
Heritage Bank
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Aaron Matthews
Community Impact Specialist
Machias Savings Bank

"Before Kadince, I was tracking all of our donations, sponsorships, volunteer hours, and events in a spreadsheet. Knowing there was a platform that could make this easier sounded wonderful. It was one of the best cold calls I’ve ever taken in my career. Now, Kadince allows our team to track our efforts more consistently and has helped me alleviate so much of what I was doing manually."

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Jennifer Reed
VP, Public Relations
Sound Credit Union
"With Kadince, we spend far less time emailing event attendees, sharing details about events, and giving updates. The process is so much more streamlined. Even more so, accepting donation requests has made the whole department's jobs much easier and a lot more organized. Now we have one central location to collect requests, and having the workflows set up has tremendously streamlined our department's processes. We LOVE Kadince!"
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Martha Kamp
Community Relations Manager
Citizens Equity First Credit Union
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Melissa Denbow
Senior Vice President of Community Impact
Machias Savings Bank
"The Kadince platform has really helped us streamline processes and data management. It has elevated our community impact in monumental ways, and overall, I would say that we are very pleased with the product."
Alyssa Shapiro
Community Relations Specialist
American Riviera Bank
"Kadince saves so much time! We can focus on being out in the community more and simply send a link to our employees making tracking and logging of volunteer hours easy!"
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Molly Sleppy
Communications, Community, & PR Specialist
Marquette Savings Bank
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Charmaine Finch
Community Engagement Specialist
SRP Federal Credit Union
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Gwen Fischer
Assistant Vice President of Marketing
Premier Community Bank

"Kadince has cut our processing times down drastically. Before, It took us three hours to log employee volunteer hours, which is now cut down to just 30 minutes. Now we're spending less time on manual processes in the office and more time in our communities doing manual labor."

Amber Cobos
Graphic Designer
Pioneer Federal Credit Union
"The Kadince sponsorship platform has been a game-changer for our organization. By moving everything to the cloud, we’ve eliminated the hassle of paper-based processes, drastically reduced our filing needs, and created a more efficient, sustainable way to manage sponsorships—all in one powerful platform."
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Stephanie Ohlfs
Senior Vice President, Marketing Director
Waukesha State Bank
"With Kadince, the efficiency of donation requests has been super slick and has already taken less time to run reports and show where we’re spending our donation dollars. The approval process is much more streamlined and the requesters get their funds that much faster. This really has been a win-win for everyone."
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Heather Wessley
VP of Community Impact
Fox Communities Credit Union

"Kadince has helped provide a clear view of Fairfield County Bank’s community giving. We are able to identify our clients’ and employees’ philanthropic passions while recognizing our community leaders, a.k.a. our employees. And that’s not even touching on the efficiencies we’ve realized through the marketing platform!"

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Laura Silver
VP, Marketing Manager
Fairfield County Bank
"Having all our documentation in one place is so much more efficient than maintaining multiple spreadsheets and storing related documents in a shared network location or, even worse, paper folders. Using Kadince for our sponsorships and events has increased our productivity and frees time for us to focus on other marketing activities."
Melissa Kuehl
Vice President / Marketing Officer
Rollstone Bank & Trust
"The tracking features in Kadince have saved on the countless hours of manual tracking we did in the past. I love that all the information I need is housed in one system. It makes pulling figures/numbers/dollar amounts super easy."
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Sarah Buckner
Community Relations Development
Palmetto Citizens Credit Union

"Reporting via Kadince's Community software is seamless in comparison to the other community engagement tracking tools I have used. I actually look forward to quarterly reporting now!"

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Sammie Simpson
Community Relations Specialist
Independent Financial
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Heather Wessley
Director of Community Engagement
Fox Communities Credit Union
Learn how Kadince helps institutions foster stronger connections with their communities.
"Kadince has not only made it so much easier for me and my team to collect data, it has also been extremely useful for CRA examiners to be able to have everything in one place. It reduces the amount of time everyone has to spend looking for the correct documents during the exam."
Hanna Holliday
Community Development Coordinator
The Moody National Bank

"Kadince has helped my team streamline the process of gathering our bank’s community development activities. We used to accomplish this task manually. We just had our CRA exam, and examiners were very impressed with the Kadince system. We gave them access to all our CD activities, and all the data was right there for them. They hadn’t encountered a bank using the Kadince system, and they expressed that it would be very beneficial if all banks used Kadince, both for the bank and the examiners. Our CRA exam data validation went smoothly without any delay, and the entire CRA exam process was completed efficiently in a timely manner."

NV-based Bank
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Cheri Smith
Director of Corporate Responsibilty
S&T Bank

"The Kadince software made a significant difference during our recent FDIC CRA exam. A process that often feels overwhelming and stressful became much more manageable, especially as we discovered how to best utilize Kadince to share the information and data we had gathered to support our community development activities."

First Foundation Bank’s CRA Team
"The Kadince CRA product has given us a central place to store and qualify our investment and service data. Gone are the days of messy duplicate excel sheets and spending hours creating multiple graphs. We now easily have great charts that allow information to be communicated and filtered clearly. Kadince has helped us beyond the exam, with board reporting, committee meetings, etc. We are now quickly able to present CRA information."
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Martena Gerges
Jr Compliance Analyst/Asst CRA Officer
Maspeth Federal Savings

"As a Kadince user, we have been able to grow and learn along with the platform and all of its enhancements. We give them a lot of kudos to our successful exam in 2024 that all of our CD reports mirrored each other and ease of individual entry view for examiners. They loved it!"

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Dawn Lacroix
Community Engagement Impact Leader
SouthState Bank
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Rachel Dye
CRA and Compliance Officer
Chesapeake Bank

"I use Kadince to log all of the banks investments, donations, service hours and loans. I am able to review all of the information by pulling reports in Kadince and determine if any of the activities can qualify for CRA Community Development credit. It is so convenient to be able to upload all of the supporting documentation into just one system and to record your CRA CD qualifying rationale all in one place. This made it very easy and convenient for our CRA examiners to log into Kadince to view the reports and supporting documentation they needed to review for our CRA Exam. In our exit meeting, they stated that they loved working with the Kadince system and wished that all banks would utilize this software. It made our exam go very smoothly with all of the information in one place and at their fingertips."

Wendy Carothers
Loan Audit Specialist & CRA Officer
Security Financial Bank

"Kadince’s power comes in streamlining our workflows. From CRA to fair lending, retail, and mortgage, we've been able to replace time-consuming spreadsheets and manual processes with dashboards, maps, and reports that save us countless hours every month. The efficiency and accuracy we've gained mean less time chasing data and more time focusing on impact."

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Jodi Reeves
CRA Lead Senior Associate
First National Bank of Omaha
"I can't imagine ever going back to spreadsheets. Kadince has streamlined our donations and hours collection making; it so much easier to gather the information. I may even have all the reports needed for an exam before we get the request list! I love that Kadince keeps up with changes in technology – introducing new features. The free training that comes with being a Kadince user is top notch. Brady Elliot can do anything – iykyk!"
Katie Flaherty
VP/Lending Compliance & CRA Officer
Clinton Savings Bank

"Examiners love that we upload everything as attachments. They don’t have to dig through hundreds of loan docs because we’ve already uploaded everything they need into Kadince. And I love that examiners don’t get to snoop around. The ‘External Reviewers’ role we assign keeps them focused. It allows them to see what they need to, but not everything in our Kadince database."

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Tonia Taylor
SVP, Director of Compliance
QCR Holdings

"During our last exam, we gave examiners limited access to our Kadince system. They had never used Kadince before, so we gave them a quick tutorial and off they went. I've been doing CRA for about 20 years, and this was the first time examiners didn't have many questions because all the documentation was attached to each loan. This was the easiest exam I have ever experienced. Kadince, what took you so long?"

Darnell James
CRA Data Manager
CIBC Bank USA
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Adam Steinback
President & Vice Chairman
Albank
Learn how Kadince helps institutions foster stronger connections with their communities.

"I can’t even imagine doing my job without Kadince anymore. I’m so thankful that I pushed for Kadince! It has changed my life."

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Michelle Krecz
AVP, Marketing & Communications
APG Federal Credit Union

"I love the Kadince Marketing Module. We can now track marketing projects all the way from creative development to compliance approval. We know every step of the way where a project is in that process. I actually just got back from a week-long vacation and I was able to log into Kadince and know exactly where all of our projects stood in about 5 to 10 minutes. So needless to say, it has saved us a lot of time. We always feel like our questions and ideas are heard by Kadince and that we're really collaborating with them."

Christine Brown
Marketing Officer
Central Bank & Trust Co.

"Prior to Kadince, doing a compliance exam would take days, even hours and hours and hours of trying to accumulate all this information. The Kadince Marketing tool has made it so that I can just provide our auditor access to all of our documents and projects that marketing has put together. This saves us numerous days of effort. If you're looking for a resource to make your marketing experience faster and easier, or to make your compliance exams better, I would highly recommend the Kadince tool."

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Jenn Brick
VP, Director of Marketing and Customer Service Operations
Isabella Bank
"Kadince saves us tons of time that otherwise would be cumbersome to track, notify, and manage in a spreadsheet or email. Kadince is so simple to use and is the primary tool our team uses to collaborate and organize our marketing projects."
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Cordelle Morris
Chief Marketing Officer
State Bank of Southern Utah
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Carl Prihoda
CRA Officer
Citizens State Bank
"Reviewing the Marketing communications going out has been so much easier with Kadince. It tracks what has been requested and if the department I work in approved it. The bank has only had the marketing product for a few years, but I love it!"
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Nancy Letourneau
Risk, Compliance and Audit Analyst
Maine Community Bank
Learn how Kadince helps institutions foster stronger connections with their communities.

"Before Kadince, our complaint process was very hands-on. The biggest success we’ve had since using Kadince is being able to document complaints that we missed before. What took weeks now only takes a few days."

Retail Compliance Specialist
IL-based financial institution

"Kadince’s Complaint module has facilitated more solutions for our bank than we could have realized when we initially selected it for complaint management. The best part about Complaints is that it’s part of a system that all of our employees are familiar with because we utilize Community & Marketing modules, as well. Their streamlined interface makes the learning curve much easier than if we had implemented another platform for complaint management."

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Lana Shaw
Marketing Director
Adams Bank & Trust

"The Kadince Complaint module has truly been a game-changer for us. The platform is incredibly user-friendly and has streamlined our entire complaint management process. From the moment we started using Kadince, we noticed a significant improvement in how efficiently we could track, manage, and resolve complaints. Overall, Kadince has exceeded my expectations, and I highly recommend it to any organization looking to enhance their complaint tracking and resolution processes."

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Cassie Haynes
QA Manager
FL-based Credit Union
"Kadince has made it much simpler for our front-line employees to log complaints. We are now able to capture more complaints than we did previously."
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Patrick Haynes
Compliance Monitoring Supervisor
Stock Yards Bank & Trust Company
"The Kadince system has made our complaint management program more robust and meaningful. We are able to more easily identify trends and monitor new product or service areas for improvement. The statistical benefit of the data available to be collected has proven to be extremely beneficial for multiple reasons, like training deficiencies, unanticipated system change outcomes, and more. The ability to adjust quickly is fantastic."
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Tami Badertscher
Consumer Compliance Complain Analyst
Washington Federal Bank

Connect with Kadince Users in Your Area

Looking for references from Kadince users near you? Reach out to us, and we’ll connect you with local customers who are using Kadince to enhance their compliance and marketing efforts.

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Choosing new software is a big decision, but Kadince makes it simple. Intuitive, user-friendly, and built to streamline your processes, Kadince is the smart choice for your institution.

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