Software to Streamline

Services

Tracking, managing, and reporting community development service hours for CRA compliance doesn’t have to be overwhelming. Spreadsheets, emails, and outdated software only add to the frustration. Luckily, there’s a better way.

 A woman in a white shirt and blue jeans stands in front of a group of people.

Effortlessly track and manage volunteer activities and hours

  • Maintain detailed profiles for employees, including causes of interest, T-shirt sizes, locations, skills, and volunteer history.

  • Analyze service hours by individual, branch, market, or department to identify strengths and areas for improvement.

  • Track hours against pre-set impact focus categories, causes, and roles for better reporting.

  • Spend less time on logistics and more time identifying meaningful volunteer opportunities.

Use web-based forms to collect service hour data with ease

  • Create forms for board service, events, or general service hour tracking—accessible without logging in.

  • Design forms with custom fields and dependency logic for a user-friendly experience.

  • Require essential fields to collect all necessary details upfront.

  • Allow employees to log hours from any internet-connected device for convenience.

  • Share forms easily via Intranet, SharePoint, email, or text.

  • Boost service hour collection with simple, web-based forms.

Automatically log hours after events to ensure none are missed

  • Automatically log hours for employees who register for and attend events (using Kadince’s Event Management feature).

  • Send automated emails to confirm attendance and hours volunteered after events.

  • Tie event details directly to employees’ logged volunteer history for accurate records.

Automate CRA review tasks with Kadince workflows

  • Use workflows to automatically update fields, assign review tasks, and send notifications.

  • Edit service entries individually or in batches, adding details or documentation as needed.

  • Assign tasks to Marketing/PR teams to ensure impactful stories are captured and shared.

  • Automate repetitive tasks to save time and focus on higher-value activities.

  • Route service records for review and CRA qualification.

Measure the impact of your bank’s services and progress toward goals

  • View a comprehensive overview of service hours and generate reports by impact area, focus, population served, and organization type.

  • Track hours against categories like board service, financial education, civic engagement, and workforce development.

  • Automatically geocode submissions to track impact across markets, counties, and assessment areas, with tract and demographic details auto-populated.

  • Set clear goals and milestones to guide your program and measure success.

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 Manage Your Services?

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.

Schedule Demo
A woman in a grey suit smiling at the camera.A woman in a grey suit is smiling while using a laptop.