Our Solution is for Advisors
The Technology: An AI overlay window on each advisor’s existing CRM (Salesforce, Xello) — embedding personalized guidance, dynamic Q&A, and research-backed coaching techniques directly into advisors' daily workflows. No new platform to learn.
All-in-One Platform for Advisors
Built with industry best practices, customizable to your organization's unique approach, and designed to enhance human connections
Solution automatically works with where advisors are working today. By reading relevant data from the student record, assessing their current status and time of year, the solution curates timely announcements, reminders, and industry best-practice advising guidance from trusted sources only.
"Out of the box" the solution will deliver best practice information, guidance, and reminders to advisors that is relevant to that student's situation and the time of year. For organizations who have alternative support models, specialized vocabulary, or unique programs or scholarships, just upload information into the system and it will update the guidance given to your advisors with these extras included.
Both all the content advisors need to know (“the what”) and the coaching techniques in social emotional and growth mindset (“the how”) in one place. You don’t need multiple tabs open on your computer to find information on universities, alternative pathways or career info. You don’t need to scour your organization's knowledge library. You have quality examples of how you may answer a students’ nuanced question. It’s all curated for you, in one place.
Example Topics Covered
College Students
- FAFSA & Financial Aid
- Scholarships
- College List
- College Affordability
- Return on Investment (ROI)
- College Essay
- College Application
- Admissions
- Award Analysis
- Decision Making
- Work Study
- Degree & Academic Tasks
- Transferring Schools
- Career Planning
Alternative Pathways
- Set Your Vision and Define Your Plan
- Discovering Your Purpose
- Finding Your Fit
- Going Back to School After Time Off
- 2-Year Programs Explained
- 4-Year Programs Explained
- Job Training Programs
- Certifiations
- Career and Job Fairs
- Building Professional Networks
- Elevator Pitch
- Getting Good References
- Internships
- Resume and LinkedIn Building



