Talisma provides financial aid administrators and bursars the ability to manage the entire communication process within a single solution. Leverage the data stored in your student information system and data warehouse via real-time data integration to Talisma CRM. Just as easily, ISIR data can be imported directly into Talisma. Automate activities and communications based on your preset business rules.

Combining the power of the Internet with traditional communication channels

• Automate financial aid and scholarship application processing by moving constituents to the next step, based on their activity or lack of response
• Deflect routine inbound inquiries by securely providing individual information, due dates, and balances online.
• Front-end your “Contact Us” communication channels (such as the telephone or email options) by offering constituents self-service via Talisma Knowledgebase which can provide 24x7 access to a repository of pre-approved answers with live links to additional information, online forms and applications
• Provide real-time chat through a personalized “My Portal” page for live online assistance. Converting phone inquires to text chat can reduce effort by up to 50%.
• Proactively alert constituents to important deadlines via email and SMS text messages
• Send personalized reminders of important application deadlines or notices of tuition due… or past due.

Calculating fields allow you to pre-score key constituent data to determine which students may qualify for financial aid, scholarships and grants… Once you have identified qualified candidates, proactively communicate important application information and personalized offers to constituents via Talisma Campaign, utilizing telephone, email, SMS text messaging and hard copy print mailings. Select the optimum communication channel based on the importance of the message, the constituent’s channel preference based on their profile, and the desired action or response. Increase your communication impact while reducing the cost and delivery time.

Student Financial Services in Higher Education - Primary Benefits

• Reduce the volume of inbound calls and email by up to 50%
• Proactively identify candidates for financial aid, scholarships and grants
• Automate process workflows to reduce processing time and effort
• Target and personalize outbound communications

Request a demonstration today!