Tracking and managing your marketing request and compliance approval process can be time-consuming and confusing. Who needs to review that ad? Has compliance taken a look? What changes need to be made? When managed through email, online drives, and spreadsheets, this process is downright disheartening. Luckily, there’s a better way.
Kadince software makes it easy to track, manage, and analyze your institution’s advertising materials and other marketing assets. Kadince is an all-in-one, easy-to-use software that will make your marketing compliance and approval process much smoother, no matter how many ads you create each year.
With Kadince, you can…
Upload marketing materials (including audio files, graphics, PDFs, videos, etc.) directly into Kadince. No more manually attaching a million files to an email!
Automatically assign review and approval tasks to relevant stakeholders (such as Compliance or other department heads). Include as many approvers as needed.
Streamline the “back and forth” of the advertising review process to capture approvals, suggested edits, and all versions of an asset in a detailed activity/audit log.
Create marketing request forms that other departments can use to submit their requests. This way, you don’t get a hundred emails asking for brochures, pens, or social media posts.
Capture all relevant information about the marketing request so you don’t have to do the guesswork on what mortgage or other departments need.
Set proper expectations and boundaries for deadlines.
Analyze reports to see where marketing requests are coming from. Which departments and products are your team supporting the most?
Ensure that all your advertisements are documented and archived in a central, easy-to-access system. No more manually digging through past email chains to find the final version of an asset or who approved it.
Create detailed reports based on the marketing samples examiners and auditors request.
Share these reports directly with examiners by giving them “read-only” access to Kadince. The examiner will only see the information and ads you want them to see.
Create and manage dynamic reports that update in real time. Quickly analyze where you’re spending your marketing dollars and time.
Manage specific reports for examiners, auditors, committees, and more.
Easily share reports between team members, examiners, and other parties.
Build reports that show your advertising by product, department, region, target demographic, etc.
Tag each ad’s target demographic details, including diverse imagery, language, age category, and other population groups.
Track which markets, assessment areas, and even tract codes are being reached.
Build reports that demonstrate your financial institutions’ efforts to market to diverse audiences
Mitigate risk by ensuring your bank is supporting fair lending initiatives through its marketing efforts
Uploaded assets and all edits and changes made are tracked in an activity log. This history helps ensure data integrity and provides accountability.
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.
Use custom fields and dependency logic to create smart forms and creative briefs for a better user experience. Have a unique name for something? No problem. Use custom fields to capture the data you need about a specific project.
Never lose marketing projects and details again! Everything stored in Kadince will be available forever, and there are no data limits.
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 marketing compliance approvals. And, you have more time to spend on those marketing projects you've wanted to get to.
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Adam Steinbeck | Senior Vice President Commercial Services
Isabel Fernandez | Communications & Community Relations Manager
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Adam Steinbeck | Senior Vice President Commercial Services
Isabel Fernandez | Communications & Community Relations Manager
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 ).
Have any questions? I'm happy to help!