Deed for Financial Institutions
A modern social impact platform for banks, credit unions, and private equity firms to engage employees, support communities, and report with confidence.
Designed for corporate teams, branch employees, and portfolio professionals, Deed makes it easy to engage employees, support communities, and meet regulatory and stakeholder expectations.
Benefits
Accurate, transparent, and auditable data
Secure and trustworthy
Engage employees and communities
Save administrative time
Features
Accessible by Corporate, Branch, and Portfolio Employees
One intuitive platform designed for frontline branch staff, corporate employees, and private equity portfolio teams — no matter where they work.
CRA Support & Tracking
Centralize Community Reinvestment Act–related giving and volunteering data to support documentation and reporting for banks and credit unions.
Flexible Programs for Diverse Organizations
Support enterprise-wide initiatives, local branch efforts, or portfolio-level programs. Ideal for multi-entity banks, credit unions, and PE firms.
Custom Dashboards & Reporting
Generate real-time insights for leadership, compliance teams, and investors with configurable reports and visual dashboards.
Giving & Volunteering Management
Launch, manage, and track donation matching, volunteering, and employee-led campaigns all in one place.
Enterprise-Grade Security & Compliance
Built with the security, controls, and reliability required by financial institutions and investment firms.
Integrations with Existing Systems
Connect seamlessly with HRIS, payroll, and internal tools to streamline setup and ongoing management.
Recognition & Engagement Tools
Encourage participation with badges, milestones, and recognition that highlight impact across branches, offices, and portfolios.
Mobile App & Native Web Access
Enable employees to engage anytime, whether they’re in a branch, office, or on the go.
