How D.L. Evans Bank Routes Employee Volunteer Hours for CRA Review

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Tracking employee volunteer hours sounds simple until it's time to collect, review, and report on them. D.L. Evans Bank found that annual requests for service hours often resulted in incomplete submissions, follow-up emails, and hours of manual review to determine CRA eligibility. By centralizing the process and automatically routing potential CRA-qualified activities for review, the bank was able to save significant time and improve visibility into community engagement. The lesson isn't just about efficiency. When data is easier to collect and report on, leaders gain a clearer picture of how their institution is impacting the communities it serves. Better processes lead to better insights, and better insights lead to better decisions.

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Kadince

We build software for Financial Institutions. Our software helps marketing and compliance teams stay organized. It helps with community involvement from a CRA perspective. We'll help you keep track of loans, investments, donations and volunteers. Kadince also helps organize all the files and approvals for marketing projects. Everything is reportable and ready for an exam. In other words: We make your job easier.

How D.L. Evans Bank Routes Employee Volunteer Hours for CRA Review

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