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

No More Time Wasted Managing Marketing Materials

Instead of managing your marketing efforts across various spreadsheets and binders, you can keep all your materials in one place with Kadince software. Now your team can collaborate and see everything your institution is doing without digging through emails and spreadsheets. And because marketing requests aren’t coming in from several sources, you can see what’s been requested and where each project is at.

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Collect Marketing Data Easily with Kadince Software

No More Time Wasted Searching for Past Marketing Materials

Kadince automatically archives all your past marketing materials, so you never waste time searching through folders for them again. And you can easily find these archived materials, ensuring that everything you produce follows your institution’s brand and voice. Instead of reinventing the wheel every time a marketing request comes in, borrow inspiration from past projects.

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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

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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Prepare for Marketing Exams Effortlessly with Kadince Software

No More Time Wasted Preparing for Exams

Compliance exams already cause enough stress. Remove one worry off your plate by ensuring all your marketing efforts are documented and archived in a central, easy-to-access system. Now your team can find the marketing projects examiners ask for with little effort. And you’ll always be prepared for your next compliance exam. You can even give your examiners direct, “read-only” access to Kadince. The examiner will only see the information you want them to see.

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Other Time-Saving Features

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.

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.

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

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

Easily import past marketing projects to visualize what you've done in the past. Need to export your data? We’ve got you covered there, too.

Goals

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

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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Get Proposal

Schedule Demo

Get Proposal

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

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

Kellie Swales at CNB Bank - Kadince Customer Testimonial

Krista Putnam at Katahdin Trust Company - Kadince Customer Testimonial

Shannon Smith at Norway Saving Bank - Kadince Customer Testimonial

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

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

Brianna Roberts at American National Bank - Kadince Customer Testimonial

Danielle Remus at NebraskaLand National Bank - Kadince Customer Testimonial

Isabel Fernandez - City National Bank of Florida

Jenn Brick at Isabella Bank—Kadince Selfie Testimonial

How to Start Streamlining Your

Marketing Compliance Approval Management

Schedule a Personalized Demo

for yourself and others at your institution

Get Quick Approval

with our proven vendor management process

Implement Kadince

with the help of your Kadince customer success manager

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Kadince Pricing Proposal - Kadince Koala Illustration

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 Morgan

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