Student Account Advisor
Provide centralized oversight and advanced customer service to students who have questions and need personal assistance with Student Account Advisor.
Student Account Dashboard
With more students paying online, Student Account Advisor embraces the growing advisor role of traditional cashiers.
By pulling in information from TouchNet solutions and your Student Information System (SIS), Student Account Advisor provides one-stop access to the student’s financial footprint on campus. Using the Student Account Advisor dashboard, the business office has access to a student’s complete profile, enabling personnel to access the data they need to deliver real-time answers, respond with maximum efficiency, and provide a better student experience.
Dashboard visibility includes:
- Student account information
- Payment information
- Financial aid
- OneCard balance
- Authorized users and permissions
Integrate Student Information and TouchNet Systems
Student Account Advisor lets you retrieve important information pertaining to the student account regardless of where data is stored:
- Account balances within your SIS or TouchNet OneCard
- Holds with status and description
- Student demographics, including academic information and class schedules
- Consent management with history, status, and agreement view
- Notification settings indicating student communication preferences as well as login activity
Payments and Departmental Deposits
Extend the Student Account Advisor functionality with the Payments and Departmental Deposits modules, bringing the cashiering function into your business office. Cashiers can accept payments in person and over the phone with centralized oversight. Departmental Deposits streamlines batch deposits from across campus and includes management of non-student account payments.
Connecting the Dots with Student Account Advisor
Thanks to its ability to communicate in real time with student information systems, Student Account Advisor lets your business office spot trends in payments, balances, and more. By recognizing potential problems and offering solutions — such as offering a payment plan for late payments — staff can provide individual customer service that helps students adjust to campus, feel welcome, and be more engaged.
Resources
Student Account Advisor
Solution sheet
Pima Community College, Sam Houston State University & Canisius University
Video testimony
Empowering staff to drive student success with holistic dashboards
On-demand webinar
Canisius University enhances the student experience
Customer success story
How to Broaden Student Financial Support Across Campus
Blog
Connecting academic and administrative services to drive student success
On-demand webinar
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