As services, loans, and investments flow into Kadince, they are automatically geocoded and assigned to the proper assessment area (AA). The system will also flag records that fall outside your AAs. Kadince will even automatically collect the tract and demographic details associated with the geocoded tract so that you don't have to manually copy and paste this from FFIEC. All of this auto-collected data can be used as rows, columns, and/or filters in detailed reports.
With customizable workflows, Kadince will automatically assign the correct person to review new services, loans, investments, and donations for CRA/community development eligibility. And you can automatically filter out entries that won't qualify based on keywords and other data. No more endless lists of loans/investments/donations that need to be reviewed.
With dashboards and reports, you'll quickly see where you're at with your community development efforts and how close you are to reaching your goals. Row/column style reports can be built for examiners to show all CRA-qualified activities grouped by assessment area. Supporting documentation is one click away from any record in a report.
There are many ways to get data into Kadince, including web-based forms, .CSV import, Catch URL, and more. You can even use Kadince's open API to integrate with other systems, automatically pulling data in as needed. No matter what method you use, all data will land in Kadince where it can be reviewed, sorted, categorized, CRA-qualified, and reported on.
While we don’t know exactly what regulatory change will bring, we do know it will require you to track more (and different) data than you’re used to. Kadince custom fields make tracking all this data easy. Custom fields means that you aren’t limited to the default fields Kadince offers. You can track anything and everything you want, all with the simple click of a button. And there are no limits to how many custom fields you have or how much data you track. With custom fields, the sky is the limit.
With Kadince, you’re always ready for an exam. You can even give examiners “read-only” access to the data you want them to see (including supporting documentation). Plus, you can build reports in your examiner's preferred format and share that report with them. That means fewer questions from examiners. And no more difficult spreadsheets.
Finding nonprofit data and double-checking a nonprofit's status has never been easier with Kadince's Charity Check integration. Insert any nonprofit's tax ID and receive a report you can store and update in Kadince.
With Kadince, you spend less time managing CRA data and preparing for an exam. And, you have more time to make a greater impact in your community.
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Adam Steinbeck | Senior Vice President Commercial Services
Marianne McKinney | VP Compliance, BSA and CRA Officer
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Adam Steinbeck | Senior Vice President Commercial Services
Marianne McKinney | VP Compliance, BSA and CRA Officer
organizations helped
hours served
in donations/grants requested
employees volunteered
for yourself and others at your institution
with our proven vendor management process
with the help of your Kadince customer success manager
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 two Kadince business hours.
Thanks for your interest in Kadince software. I’ll email you a proposal within two (2) Kadince business hours (sometime before ).
