Overview

Regent Award for Salesforce (RAFSF) extends financial aid insights to Recruiting & Advising staff while also supporting Enrollment and Retention Efforts. RAFSF empowers its customers to use financial aid insights for student recruiting and advising.  Regent is the only financial aid ISV partner in Salesforce ecosystem. The RAFSF App provides critical information to Student Success Advisors, Recruiters, and Enrollment Teams. This is a one directional feed from Regent to Salesforce.

This may be a stand-alone implementation or part of a Regent suite implementation.

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, enrollment and student-success teams have access to key financial aid insights in their CRM, in the context of student records.


Functionality

Specifically, 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; and
  • Spot tasks or documents blocking awards or disbursements and direct students on next steps.

In addition, advisors can:

  • Discover if a student has not requested aid for the upcoming year and conduct proactive outreach;
  • Detect if an issue with a student’s aid places them at risk and direct them, accordingly; and
  • Recognize if a student is experiencing academic issues that may affect access to financial aid and, if so, engage the right resources.

Regent Award plus Regent Award for Salesforce help deliver a cohesive, student-centric experience throughout the entire lifecycle. 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.

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