Kadince is user-friendly and makes tracking CRA activities straightforward. From the start, it supports onboarding with clear training guides that explain how to use the software overall and within each module. In the Community Module, managing and documenting Service Activities, Donations, Investments, and Loans is more efficient because everything is kept in one centralized location. For example, you can maintain all the work you do with non-profit partners under the organization's profile, along with documents pertaining to that work, instead of relying on multiple spreadsheets and folders. Keeping all work for a single organization together and using visual dashboards helps you see the whole picture rather than isolated components. It also adds ease and efficiency during examination time, when you can provide a log-in to examiners and create and examiner only viewing experience where they can access all of the information instead of having to send bulky files and emails back and forth. Plus, the spreadsheets you create, can be customized to the preference of the examiners! The ability to create and refine spreadsheets for data analysis and scrubbing frees teams to act on results instead of spending time preparing data. Additionally, being able to create and map your assessment areas is helpful not only to provide a clear visual impact and highlights where we can improve, but you can get FFIEC data within Kadince to help create more detailed maps based on the census tracts. Customer support is consistently impressive: the team listens to customers, helps turn ideas into reality, and implements features when feasible. Whenever the software is updated or new features are added, Kadince’s support team offers hands-on webinars and guides, so users are never left behind. The platform’s AI tools are also valuable, helping ensure our work and performance narratives align with regulations and improving how we demonstrate our efforts to examiners. Having Kadince saves on time and effort with data so that there is more time to focus on the impact we are trying to have in our communities, which in itself is a great ROI, you cannot beat the price of having a more efficient teach.

Service hour reporting, CRA exam reporting, CRA investment and donation management, and CRA lending review.

I find Kadince very easy to use, which is great for documenting events that are beneficial to my bank's CRA file. I love how it keeps all my events documented in one place for easy review. One feature I really love is tracking the hours spent on events; it's valuable for showing the bank how much of my time can be used in our annual CRA report. It also helps me keep a healthy balance of work-related activities that contribute to our CRA file. Additionally, the setup was quick and straightforward, only taking about 15 minutes after a walk-through with the program's director.