Software to Streamline

Marketing Projects

Tracking and managing marketing projects from around your institution can be time-consuming and confusing. When managed through email, online drives, and spreadsheets, this process is downright disheartening. Luckily, there’s a better way.

 A woman in a green jacket stands in front of a white board.

Receive all marketing requests through online forms

  • Create marketing request forms that other departments can use to submit their requests.

  • Capture all relevant information about the marketing request and set deadlines.

  • Route requests to the proper reviewer(s) based on preset criteria like location, dollar amount, type of request, etc.

  • Automatically remind reviewers to approve or respond to the request.

Manage all marketing projects in a streamlined system

  • Assign tasks and subtasks to content creators, reviewers, and approvers with all relevant details.

  • Proof documents and leave actionable feedback for your team with the mark-up tool.

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

  • Stay on track for deadlines to ensure marketing
    campaigns launch on time.

  • Use artificial intelligence to review marketing materials
    before they are sent to the Compliance team.

Track and geocode marketing efforts that target diverse populations

  • Tag each ad’s target demographic details, including diverse imagery, language, age category, etc.

  • Geocode and map which markets, assessment areas, and even tract codes are being reached.

  • Build reports that demonstrate your financial institutions’ efforts to market to diverse audiences.

  • Mitigate risk by ensuring your bank is supporting fair lending initiatives through its marketing efforts.

Create dashboards and reports for internal stakeholders and examiners

  • View a dashboard of all requests and their current status.

  • Give employees access to their personal dashboard to see pending requests, comments, and approvals.

  • Build reports that show your advertising by product, department, region, target demographic, etc.

  • Manage specific reports for examiners, auditors, committees, and more.

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 Marketing Requests?

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 group of people sitting around a table with a white board and sticky notes.A group of people sitting around a table with a white board and sticky notes.