Financial Aid Automation Insights | Regent Education

Salesforce + Regent Education: A Partnership for Success

Written by Regent Education | May 12, 2026 9:55:56 AM

The team at Regent Education recently participated in Innovation Day, an event hosted by Salesforce. This event put innovation and collaboration center stage, giving institutional leaders from multiple, midwest colleges and universities a chance to preview what’s new—and what’s coming—with Salesforce Education Cloud and the Regent Award Suite.

As the only approved Financial Aid ISV Partner in the Salesforce ecosystem, Regent Education delivers rich integration with Salesforce, enabling institutions to improve recruiting strategies, deliver student-centric experiences, and exceed enrollment goals. During this exclusive event, we shared how Regent Education will be able to extend financial aid insights beyond the CRM and into Education Cloud so that enrollment management and student success teams can better support enrollment and retention goals.

Regent Education: The Right Financial Aid Partner 

Our financial aid-first approach delivers holistic, cloud-based financial aid and fund management solutions designed to meet the real-world challenges financial aid officers face, including supporting multiple enrollment models, allocating every last scholarship dollar, and reducing the cost of verification.

Through our partnership and integration with Salesforce, Education Cloud customers benefit from our deep knowledge, singular focus, and purpose-built solutions designed specifically to address the most pressing financial aid management needs.

All of our resources—both human and financial—are dedicated to financial aid. Our staff spent years in the industry, offering customers a wealth of rich experience and expertise unmatched by others in the field. We keep our finger on the pulse of the industry, ensuring our customers are always prepared for whatever regulatory or policy changes come their way, including changes related to the One Big Beautiful Bill Act.

What Makes Regent Education Different?

From our financial aid first approach and rich industry expertise to our support for multiple enrollment models and SaaS-based architecture, Regent Education stands apart from other financial aid management solutions (FAMs) on the market today. Here are just a few of the few reasons why we’re unique.

  • The only financial aid ISV partner in the Salesforce ecosystem
  • 100% cloud-based solutions that automate and customize the financial aid and fund management lifecycle across multiple enrollments and multiple cycles, including standard and non-standard terms, and non-term enrollment models, including CBE
  • Dedicated, experienced implementation and product support teams who work hand-in-hand with your team to deliver an integrated solution
  • Collaborative, multi-step implementation approach tailored to your customer’s unique requirements and goals
  • Compliant with SOC1 and SOC2

Regent Education + Salesforce

At Regent Education, we’re proud to be working with Salesforce. And we’re energized by the exciting, collaborative discussions that occurred on Innovation Day.

The higher education landscape is changing, and institutions are realizing that a single-vendor approach is no longer the only option. Next-generation SISs like Salesforce Education Cloud are disrupting the market, and we’re thrilled to be their partner on this journey.

As we head into NASFAA 2026, we’re excited about our growing partnership with Salesforce and look forward to the opportunities ahead. To learn more, connect with us at NASFAA where we’ll be co-presenting with Salesforce. In our joint session, Salesforce for Financial Aid: Modernizing Operations to Support Enrollment and Student Success, we’ll explore how Salesforce can support the operational and strategic needs of financial aid teams, different ways that institutions are leveraging Salesforce to streamline workflows and improve collaboration with admissions and enrollment, and how together, Salesforce and Regent Education create a more connected student journey from prospect to enrollment.