Woman Working at a Desktop Computer - Marketing Compliance Approval Management for Financial Institutions

Software to Streamline Marketing Compliance Approval Management

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Get your Marketing Projects Approved using Kadince Software play icon
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No More Time Wasted Getting Marketing Projects Approved

When marketing projects need approval, upload them to Kadince. Each project is routed to the proper approvers based on your preset criteria (e.g., product, medium, branch location, etc.). Kadince also reminds approvers of any outstanding approval tasks.

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Create and Send Marketing Tasks with Kadince Software play icon
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No More Time Wasted Creating and Sending Tasks

There are many tasks associated with getting a marketing project out the door. Kadince creates and sends tasks to review suggested changes, complete a compliance checklist, or post to social media.

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No More Time Wasted Preparing for Exams

When it comes time for a marketing or fair lending exam, all the data you need to provide to an examiner or to answer their questions is organized in Kadince. This saves you hours and days of exam preparation.

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Collect Marketing Data Easily with Kadince Software play icon
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No More Time Wasted Collecting Data

You can configure forms in Kadince to collect the data needed to review and approve a marketing project. These forms help you input and receive the data you need, so you don't have to go back to ask for more information. You can build these forms without help from your IT department.

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Other Time-Saving Features

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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.

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Workflow Rules

You can create rules in Kadince to pre-fill data, assign tasks, and send notifications. Build a workflow for tasks you repeat daily, and get more of your time back.

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Risk Reduction

All marketing projects are run through a predefined approval process. This helps you rest assured that the right people have reviewed your marketing efforts and that no fine print is missing.

Customizable Smart Forms
Customizable Smart Forms

Use custom fields and dependency logic to create smart forms for a better user experience. Show form questions based on answers to previous questions, or qualify requests to reduce the amount of review needed. Have a unique name for something? No problem. Use custom fields to capture the data you need.

Import/Export
Import/Export

Easily import historical data and use Kadince to visualize where you’ve made an impact and where to focus your efforts in the future. Need to export your data? We’ve got you covered there too.

Goals
Goals

Set goals for completed projects, approvals, and many other things. Let Kadince keep track of how you’re doing.

API
API

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


With Kadince, you spend less time managing marketing compliance approvals. And, you have more time to spend on those marketing projects you've wanted to get to.

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Building Software to Streamline Marketing Compliance Since 2013

As former bankers, we know how time-consuming it is to track and manage the marketing compliance approval process. We set out to build software to help streamline the marketing approval processes at financial institutions.

See how hundreds of financial institutions are using Kadince to streamline marketing compliance management and reduce risks.

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David Kreiman at Glenview State Bank - Kadince Customer Testimonial play icon
Glenview State Bank

David Kreiman | EVP, Director of Marketing

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Christine Brown at Central Bank & Trust Co. - Kadince Customer Testimonial play icon
Central Bank & Trust Co.

Christine Brown | Communications Specialist

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Kellie Swales at CNB Bank - Kadince Customer Testimonial play icon
CNB Bank

Kellie Swales | Marketing Specialist

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Krista Putnam at Katahdin Trust Company - Kadince Customer Testimonial play icon
Katahdin Trust Company

Krista Putnam | Senior Vice President, Marketing

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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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Matt Stallings at South State Bank National Association - Kadince Customer Testimonial play icon
South State Bank National Association

Matt Stallings | Marketing Specialist

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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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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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City National Bank of Florida

Isabel Fernandez | Communications & Community Relations Manager

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Sarah Shirek - Northeast Bank play icon
Northeast Bank

Sarah Shirek | Marketing Specialist

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Mark Mast - NorthField Savings Bank play icon
Northfield Savings Bank

Mark Mast | Marketing Director

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Isabella Bank

Jenn Brick | Assistant VP, Marketing Director

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Pioneer Federal Credit Union

Amber Cobos

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How to Start Streamlining Your

Marketing Compliance Approval 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 two Kadince business hours.

I'm Ready For a Proposal
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Get a Proposal from Jack

Thanks for your interest in Kadince software. I’ll email you a proposal within two (2) Kadince business hours (sometime before ).