Who we serve
Powering CSR for banks and financial institutions
Save time and money with software built to manage, track, and report CRA-compliant programs effortlessly.
Unify your community development activities
Activate employee giving and volunteering
Track CRA-qualifying activities
Bonterra products that serve financial institutions
Find the tailored CSR solution that’s right for you.
The Insights functionality is really helpful in ensuring our monthly reports are up-to-date and mitigates the need to backtrack.
Read Case Study Addressing CSR challenges for banks and financial institutions
Solve core challenges with Bonterra Strategic Philanthropy.
CRA data validation, simplified
Get CRA reporting done faster with pre-built dashboards and data visualizations that put the right info at your fingertips.
Demonstrate impact on LMI communities
Quickly visualize how your CRA-qualifying activities influence LMI communities with our Community Impact Dashboards.
Increase bandwidth for CSR programs
You can’t scale your CSR efforts if you’re spending hours on administrative work. Bonterra helps you automate processes, increase efficiency, and launch new programs.
FAQs about our software for financial institutions
Bonterra’s CSR software is a highly configurable, bespoke solution. As part of the implementation process, our team of technical experts tailors the system to suit your exact needs and goals.
The latest from our social good ecosystem
What integration actually means — and why it matters now
Integration isn’t just about convenience. It’s about creating a system where data moves seamlessly between your CRM, fundraising tools, marketing automation, advocacy platform, and reporting dashboards without manual work or guesswork. And for today’s nonprofits, that’s more important than ever. Disconnected systems often mean: When tools work together natively, your team can: Integration enables all […]
Save time and raise more: A product showcase for nonprofits
Scale your CSR programs with Bonterra