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<div style="direction: ltr;font-family: Tahoma;color: #000000;font-size: 10pt;">Washington State University has a very interesting appointment setting system. One of our writers covered it in a story - and she can probably connect you with them if you want
more details.
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<div><span style="font-size: 10pt;">How One Financial Aid Department Increased Efficiency and Student Experience</span></div>
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<div>by Cathy Hanson</div>
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<div>On the Washington State University campus, Financial Aid Officers work with students to address their needs and answer questions like many other college campuses. The difference on this campus is that the appointments are faster, straight to the point,
and get results. What are the officers at Washington State doing differently than other colleges? It’s called ZZUSIS (pronounced zoo-sis) and it seems to be working.</div>
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<div>According to Chio Flores, Financial Aid Director of Washington State University, their second year of the ZZUSIS system is “running much more smoothly than last year.” To make things even better, according to Flores they “also implemented several new technological
improvements, which has also helped significantly.”</div>
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<div>Recent improvements include the ability to upload financial aid documents through scanning and other imaging processes. It allows staff to see the student’s documents quickly and have access to them quicker and allows the office to save on paper and the
possibility of losing documents and having to ask for them more than once. These changes have appeared to make the office run more smoothly, allowing the Financial Aid Officers to focus on the students’ needs.</div>
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<div><a href="http://schools.igrad.com/blog/washington-state-university-financial-aid-department-zzusis?utm_source=NFWlistserve&utm_medium=email&utm_campaign=info">Read full article >></a></div>
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<div style="font-family:Tahoma; font-size:13px">Kris Alban</div>
<div style="font-family:Tahoma; font-size:13px">Vice President - <a tabindex="0" href="http://www.igrad.com/" title="http://www.iGrad.com
Ctrl+Click to follow link">iGrad</a> / <a href="http://enrich.org/" title="http://enrich.org/
Ctrl+Click to follow link">Enrich</a></div>
<div style="font-family:Tahoma; font-size:13px">760-306-1313</div>
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<div style="font-family:Tahoma; font-size:13px">Recent blog posts:</div>
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<li><a href="http://schools.igrad.com/blog/Schools-bolstering-financial-literacy-efforts-for-students?utm_source=kris&utm_medium=email&utm_campaign=email%2Bsignature">3 Schools Bolstering Their Financial Literacy Efforts</a></li><li><a href="http://schools.igrad.com/blog/MIT-FCU-ODGE-Partner-with-iGrad-for-financial-literacy-intiative?utm_source=kris&utm_medium=email&utm_campaign=email%2Bsignature">M.I.T. Partners with iGrad for Financial Literacy Initiative</a></li><li><a href="http://schools.igrad.com/blog/Three-Surprising-New-iGrad-Features-For-Fall-You-May-Have-Missed?utm_source=kris&utm_medium=email&utm_campaign=email%2Bsignature">3 Surprising New iGrad Features You May Have Missed</a></li></ul>
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<div id="divRpF580091" style="direction: ltr;"><font face="Tahoma" size="2" color="#000000"><b>From:</b> Natfinwellness [natfinwellness-bounces+kalban=igrad.com@lists.osu.edu] on behalf of Nate Peterson [pete2787@umn.edu]<br>
<b>Sent:</b> Wednesday, February 17, 2016 7:55 AM<br>
<b>To:</b> National Financial Wellness Listserv<br>
<b>Subject:</b> Re: [Natfinwellness] Appointment Scheduling Software<br>
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<div dir="ltr">Hey Bryan (and all),
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<div>At the University of Minnesota-Twin Cities, we are using our CRM system (Salesforce) to track all of our interactions with students about financial wellness. We have specific case values that correspond with financial wellness, which makes tracking cases
very easy. Our counselors also place all comments/a recap of each meeting into the case, which directly writes over to PeopleSoft (our data system). We are exploring scheduling uses within it as well, but so far have found GREAT value in utilizing our CRM
for financial wellness, not to mention the stats and reports we are able to pull.</div>
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<div>Nate</div>
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<div class="gmail_quote">On Tue, Feb 16, 2016 at 10:32 PM, Ashton, Bryan <span dir="ltr">
<<a href="mailto:ashton.53@osu.edu" target="_blank">ashton.53@osu.edu</a>></span> wrote:<br>
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Hello --
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<div>I hope that everyone is doing well! Have any campuses had success with any specific appointment scheduling software programs or any CRM softwares?</div>
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<div>Thank you!</div>
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<div>Bryan<br>
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<span style="line-height:18px; font-family:Helvetica,Arial,sans-serif; background:#ffffff; color:#bb0000; font-size:12px; font-weight:bold">Bryan Ashton</span> Assistant Director<br>
<span style="line-height:18px; font-family:Helvetica,Arial,sans-serif; background:#ffffff; color:#bb0000; font-size:12px">The Office of Student Life</span> Student Wellness Center<br>
B130 RPAC | 337 Annie and John Glenn Ave, Columbus, OH 43210<br>
<a href="tel:%28614%29%20230-8190" value="+16142308190" target="_blank">(614) 230-8190</a> Office<br>
<span style="padding-right:10px"><a href="mailto:ashton.53@osu.edu" style="line-height:18px; font-family:Helvetica,Arial,sans-serif; background:#ffffff; font-size:12px; font-weight:bold" target="_blank">ashton.53@osu.edu</a></span> <b><a href="http://swc.osu.edu" target="_blank">swc.<span style="background-color:rgb(255,255,255)">osu.edu</span></a></b>
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<p class="MsoNormal"><span style="font-size:6.0pt; font-family:"Arial","sans-serif"; color:#1f497d">EDUCATIONAL SERVICE ONLY; NO ADVICE IS PROVIDED</span><span style="font-size:6.0pt; font-family:"Times New Roman","serif"; color:#1f497d"></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt; font-family:"Arial","sans-serif"; color:#1f497d">Scarlet and Gray Financial Coaching is an educational service only. We do not provide investment, legal, debt consolidation, debt management or tax advice. The
information provided is for general educational purposes only, and is not intended to substitute for the advice of your investment, legal, tax advisors and/or credit counselors or to be the basis of specific trading, investment or debt consolidation and management
activities. If you need investment, legal, tax advice, and/or credit counseling, please consult with one of these professionals.</span><span style="font-size:6.0pt; font-family:"Times New Roman","serif"; color:#1f497d"></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt; font-family:"Arial","sans-serif"; color:#1f497d"> </span><span style="color:rgb(31,73,125); font-family:Arial,sans-serif; font-size:6pt">The links to third-party financial resources are provided as a convenience
for informational purposes only. Neither The Ohio State University or its Student Wellness Center endorses or approves any of the products, services or opinions of the entities or individuals associated with these links. The Ohio State University and its
Student Wellness Center bear no responsibility for the accuracy, legality or content of any external site associated with the links provided or any subsequent links.</span></p>
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_______________________________________________<br>
Natfinwellness mailing list<br>
<a href="mailto:Natfinwellness@lists.osu.edu" target="_blank">Natfinwellness@lists.osu.edu</a><br>
<a href="https://lists.osu.edu/mailman/listinfo/natfinwellness" rel="noreferrer" target="_blank">https://lists.osu.edu/mailman/listinfo/natfinwellness</a><br>
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<div><span style="color:rgb(51,51,51); font-family:'trebuchet ms'">Nate Peterson</span><br style="color:rgb(51,51,51); font-family:'trebuchet ms'">
<span style="color:rgb(51,51,51); font-family:'trebuchet ms'">Assistant Director|One Stop Student Services | <a href="http://onestop.umn.edu/" style="color:rgb(17,85,204)" target="_blank">onestop.umn.edu</a></span><br style="color:rgb(51,51,51); font-family:'trebuchet ms'">
<span style="color:rgb(51,51,51); font-family:'trebuchet ms'">222 Pleasant Street SE, 225D Bruininks Hall</span><br style="color:rgb(51,51,51); font-family:'trebuchet ms'">
<span style="color:rgb(51,51,51); font-family:'trebuchet ms'">University of Minnesota | <a href="http://umn.edu/" style="color:rgb(17,85,204)" target="_blank">umn.edu</a></span><br style="color:rgb(51,51,51); font-family:'trebuchet ms'">
<span style="color:rgb(51,51,51); font-family:'trebuchet ms'"><u><a href="mailto:pete2787@umn.edu" target="_blank">pete2787@umn.edu</a></u> | <a value="+16126261431" style="color:rgb(17,85,204)">612-625-0160</a></span></div>
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