Financial Aid Insights for Recruiting and Advising

Through Regent Award, higher education institutions automate financial aid packaging, repackaging, and student disbursements with simplified workflows. As a result, financial aid staff increase efficiency, mitigate compliance risks, expand enrollment, improve the student experience and satisfaction, and enhance financial management and financial aid lifecycle visibility.

With the addition of Regent Award for Salesforce - the only higher education financial aid app currently on Salesforce AppExchange - enrollment and student-success teams have access to key financial aid insights in their CRM, in the context of student records.

Insights for Recruiting

Financial Aid Indicators Show Committment or a Lack Thereof

Recruiters can identify the presence of a FAFSA at the institution as well as the student’s awarding status to help with proactive outreach for students of interest. They also can spot tasks or documents blocking awards or disbursements and direct students on next steps.

Insights for advising

Financial Aid Indicators Help Identify At-Risk Students

Student Success Advisors can discover if a student has not requested aid for the upcoming year and conduct proactive outreach. They also can detect if an issue with a student’s aid places them at risk and direct them, accordingly. Finally, they can recognize if a student is experiencing academic issues that may affect access to financial aid and, if so, engage the right resources.

Additional Benefits

A Student-Centric Experience Throughout the Entire Lifecycle

Regent Award plus Regent Award for Salesforce help deliver a cohesive, student-centric experience throughout the entire lifecycle, from enrollment through financial aid to matriculation.

The solution provides a rich, extensible integration of financial aid indicators. Insights are displayed to users using the Salesforce platform and are customizable to conform to the institution’s privacy policies.

Built on the Salesforce platform, Regent Award for Salesforce currently is available on AppExchange at Regent Award for Salesforce.

Don't Just Take Our Word for It

“We’re excited about the potential that Regent Award for Salesforce could have on enrollment at Bellevue University – the financial aid insights could not only serve as enrollment indicators but also help identify at-risk students.”

— Matthew Davis, EVP Administrative Services, Bellevue University.

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