Navigating Yearly Transitions Guide
August 25, 2025Navigating Yearly Transitions Guide
August 25, 2025What You’ll Learn
In this playbook, you’ll gain a clear roadmap to implementing AI in student financial success, including:
- Dynamic Financial Planning — Adaptive, live plans that respond to costs, deadlines, and changing circumstances.
- Scalable Financial Coaching — Delivering personalized, step-by-step guidance to every student, at scale.
- Cross-Departmental Collaboration — Enabling staff to act in sync with a shared view of student needs.
- Automated Insights & Resource Optimization — Using data-driven insights to anticipate needs and strategically support retention.
Who Should Read This
This resource is designed for:
- Vice Presidents of Enrollment Management
- Student Affairs Leaders
- Financial Aid Directors
- Diversity, Equity & Inclusion Leaders
- Presidents & Provosts focused on institutional resilience
Why It Matters
Artificial intelligence is no longer a “future state” in higher ed — it’s the catalyst institutions are using today to unify fragmented systems, empower students, and protect retention revenue/
This playbook combines research, real-world examples, and practical recommendations to help your institution take the next step toward student financial success.