Software to Streamline

Marketing Audits & Exams

Advertising audits and exams are a hassle. When marketing assets and compliance approvals are divided between various email threads, online drives, and spreadsheets, audits/exams become even harder. And when examiners have questions, finding the correct asset can take time. Luckily, there’s a better way.

 A man and woman are standing in a kitchen, smiling and holding a piece of paper.

Always be prepared for the advertising audit

  • Route marketing materials through a Compliance approval process throughout the exam cycle.

  • Geocode all marketing materials to ensure accurate tract and demographic details are tied to each asset.

  • Regularly monitor your data to identify advertising strengths and gaps, reducing last-minute exam stress.

  • Create detailed reports based on the marketing samples requested by examiners and auditors.

Ensure that all ads are archived in a central, easy-to-access system

  • Keep all marketing materials in one system so you never wonder where to look.

  • Quickly find past marketing materials for stakeholders and examiners.

  • Keep an activity log that stores document drafts and shows who made what changes.

Give examiners limited login access

  • Share reports directly with examiners by giving them “read-only” access to Kadince.

  • Set role-based permissions so examiners only see the data relevant to their review.

  • Reduce the need for back-and-forth communications with everything in one system.

  • Export and share reports directly with examiners, streamlining the review process.

Designed for Your Success

Everything you need to succeed, so you can focus on what matters most.

Unlimited users
Unlimited data storage & retention
Ongoing customer support
Easy import/export
Self-service custom fields
Robust API
Enterprise-grade security
Cloud-based access
Trusted by Financial Institutions Across the Nation

Ready to Better Prepare for Your Marketing Audits & Exams?

Choosing new software is a big decision, but Kadince makes it simple. Intuitive, user-friendly, and built to streamline your processes, Kadince is the smart choice for your institution.

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