Financial Aid Leveraging

OUR APPROACH:
Our strategy blends qualitative insights with quantitative data analysis to deliver a right-fit financial aid strategy. We work closely with institutions to design merit strategies that reflect how students see themselves and address their willingness to pay, alongside need strategies that focus on their ability to pay.
The result is a holistic, mission-aligned strategy that advances institutional priorities and supports student persistence.
Our proven methodology includes:
- Assessment: Understanding enrollment processes, goals, analyzing applicant data, and benchmarking against peers.
- Design: Developing aid strategies that align with institutional goals and budgets that unclog bottlenecks or inefficiencies in aid delivery.
- Build: Implementing pressure-tested strategies with a focus on messaging, KPI tracking, and operationalization.
- Support: Providing ongoing monitoring, forecasting, and transparency tools throughout the admissions cycle.
Through discovery conversations and propensity-to-enroll modeling, we pinpoint the key factors driving enrollment decisions and design aid strategies that maximize yield and net tuition revenue. Using logistic regression analysis and machine learning, we build models that inform actionable, data-driven strategies.
We also deliver custom tracking and visualization tools that integrate with your existing CRM, Excel platforms, or PowerBI dashboards, giving your teams real-time, actionable insights to monitor results and adjust strategies with confidence.
Financial Aid Leveraging
Our work in this area includes:
- Enrollment Process and Applicant Data Assessment
- Competitor Benchmarking and Aid Strategy Design
- Predictive Modeling and Propensity-to-Yield Analysis
- Merit and Need-Based Award Development
- Custom KPI Monitoring, Forecasting, and Visualization Tools