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Average Ratings 0 Ratings
Description
Empower learners with a dedicated academic advising CRM tailored for their needs. Monitor academic progress effectively and tackle challenges with personalized solutions to guide students towards achieving their goals. With a comprehensive set of tools, students can prioritize their path to graduation while receiving the necessary support from their educational institution. The Advise platform consolidates all departments and communications into a unified interface, ensuring students have seamless access to every aspect of their educational journey. Keep track of performance and identify at-risk students to implement timely interventions using Ellucian's automated features. Foster connections with at-risk students through individualized communication, proactive guidance, and adaptable tasks that align with their evolving needs. Remain informed about student progress from their first day until graduation with customized dashboards and straightforward data access. Enhance communication efficiency with centralized appointment scheduling and effectively manage student interactions across various departments. By leveraging these tools, institutions can create a more supportive environment that fosters student success at every stage of their academic career.
Description
focus:360° integrates various components of your business, both internally and externally, by providing a comprehensive omni-channel distribution platform that acts as a genuine facilitator for financial distribution. It encompasses essential functionalities that are common to our primary offerings, which include focus:adviser, focus:client, focus:broker, and now:advise, with each product tailored to enhance specific distribution channels. focus:adviser serves as a compliant sales automation tool that accommodates a variety of distribution routes across an extensive array of financial products and client requirements. By streamlining processes, it significantly boosts productivity, allowing advisers to reclaim as much as 68% of their time in certain scenarios while also enhancing the quality of advice provided; some users have reported an increase in first-time case checking success rates from 45% to a perfect 100%. Central to its functionality, focus:adviser is anchored in the capabilities of focus:360°. Tailored to align with your business needs, focus:adviser equips you with the essential client management and financial planning tools necessary for effective engagement. This comprehensive approach not only supports your operational efficiency but also strengthens client relationships.
API Access
Has API
API Access
Has API
Integrations
Flywire
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ellucian
Country
United States
Website
www.ellucian.com/solutions/ellucian-crm-advise
Vendor Details
Company Name
Focus Solutions
Country
United Kingdom
Website
www.focus-solutions.co.uk/products/focus360/
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management