Effortlessly Track, Manage, and Report Your Credit Union's Involvement
Credit unions have a BIG impact in their communities, but tracking that data can be more trouble than it’s worth.
Tracking volunteer hours, events, sponsorships, donations, and more isn’t easy. Spreadsheets and outdated software are manual and time-consuming. You spend more time fixing complicated spreadsheets than you ever thought possible (is that formula really broken again?), and you never have time to do what you really love—serve your community.
If only there was an easy-to-use, all-in-one software solution for credit unions to track their data..
Fortunately, there is.
Kadince software makes it easy to track, manage, and report all your community involvement data. With Kadince, you can stop wasting time managing data and spend more time in your community.
Collect Donation and Sponsorship Requests
Tired of collecting donation/sponsorship requests through email or fillable PDF? These methods aren’t customizable or intuitive, but Kadince is! With Kadince, you can customize fields and forms to collect the data you need. Now you can get all the information the first time around. You can even build and update these fields and forms without your IT department.
And when it’s time to review requests, you can see a full giving history that includes past donations/sponsorships/grants, employee involvement, impact purpose, location, and more. Now you can make quick decisions when faced with a new request. And since Kadince integrates with Charity Check (powered by Candid), you can search and store each nonprofit's report in Kadince.
Track and Manage Employee Volunteer Hours
Managing volunteers for your credit union’s financial literacy classes and other volunteering opportunities can be frustrating. It’s difficult to keep track of registrations, volunteers, reminders, and everything else. Kadince automates this process so you can spend more time finding volunteer opportunities and less time with the logistics. You can even tailor event reminders to branch location, ensuring that the right people see the right volunteer opportunities.
Not only is it easy to manage your volunteers, but it’s a breeze to track and manage each volunteer’s hours. Instead of waiting for employees to submit volunteer hours—and inevitably being disappointed when they don’t—you can rely on Kadince to automatically log volunteer hours after an event. And you can see how many hours each volunteer has with just a glance.
Plan Events and Manage Registrations
Planning events and managing registrations in a spreadsheet is manual and time-consuming. Not to mention sending out reminders and organizing T-shirts. With Kadince, it’s easy to manage event registrations, tickets, volunteers, T-shirt sizes, and more. Imagine being able to share an event with your colleagues and collect registrations right on that page. With Kadince, you can.
And when an event is over, Kadince automatically logs the hours for those who attended. All the information related to the event is included with the logged hour, so you never have to backtrack for more information. Now you can sit back and relax, knowing all your event-related data is taken care of. Ahh, how nice.
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.
Import/Export
Easily import historical loan 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
Set goals for loans, donations, sponsorships, service hours, 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.
Schedule a Demo with Morgan
Get a Proposal from Morgan
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