Tracking and managing CRA investments can be overwhelming. Spreadsheets and outdated software fall short, and relying on Finance or Treasury teams to identify and track CRA-eligible investments isn’t enough. Luckily, there’s a better way.
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Identify if an investment is inside or outside your assessment areas.
Auto-populate tract details like MSA, county, and tract code.
Auto-populate demographic details, including income, population, and housing.
Use these data points to filter and sort reports, uncovering CRA-eligible investments.
Import potentially CRA-eligible investments and route them to the right reviewers using preset criteria.
Add documentation, impact details, and rationale to explain each investment.
Qualify investments based on book value, purchase value, committed value, or sold value.
Allocate investments across multiple assessment areas for broad geographical impact.
Streamline reviews using workflows and logic to reduce manual intervention.
Clearly assign responsibility for reviewing each investment.
Attach files directly to investments for easy organization.
View supporting documents alongside investment data for better context.
Provide examiners with one-click access to documents in exam-ready reports.
Keep all files secure and organized with a centralized system.
Generate dynamic reports with real-time updates for accurate insights.
Tailor reports for examiners, auditors, committees, and stakeholders.
Share reports easily with team members and external parties.
Identify strengths and weaknesses in CRA investment performance.
Set clear goals and milestones to guide your CRA program.
Track goals using defined dates, conditions, and fields.
Strategically invest in areas where you can make the greatest impact.
Evaluate performance to see successes and areas needing improvement.
Everything you need to succeed, so you can focus on what matters most.
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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.
