SIS | Advising

THE REALITY FOR MOST ADVISING TEAMS

Advisors Are Stretched Thin. Students Are Falling Through the Cracks.

Caseloads Are Too High to Be Proactive

With dozens, sometimes hundreds, of students per advisor, proactive outreach is nearly impossible. Most advising happens reactively, after a student is already struggling.

Student Data Is Scattered Across Systems

Advisors piece together the full student picture from multiple platforms, academic records here, financial aid there, communication history somewhere else. By the time they have context, the appointment is half over.

The Right Intervention Rarely Comes at the Right Time

Without automated monitoring, at-risk students only surface when they show up on a report, which is often weeks after the moment to intervene has passed.

WHY STUDENT FIRST IS DIFFERENT

Advising That Works Between Appointments, Not Just During Them.

Traditional advising tools are passive. They store notes, schedule appointments, and log interactions. What they don't do is watch. Student First's advising module is built on an active intelligence engine that monitors student conditions continuously (tracking academic progress, engagement signals, financial standing, and attendance) and triggers the right action at the right time automatically.

Because advising is built natively into the Student First SIS, advisors don't need to leave their system to see the full student picture. Academic records, financial aid status, communication history, and risk alerts all live in one place. Advisors arrive at every interaction fully informed, not catching up.

That's the difference between advising software and an AI-powered advising system. One stores what happened. The other helps you shape what happens next.

WHAT'S INCLUDED

Everything Advisors Need. All in One Place.

Multiple Advisor Types

Support a diverse advising team (academic advisors, financial advisors, international student support, and more) all within a single coordinated system.

Automated Advisor Assignment

Automatically assign advisors to prospects, applicants, and enrolled students based on program, campus, or need, with mass change tools for quick reassignment.

Unified Student Profile

Every advisor sees a complete, real-time view of each student (academic standing, financial aid status, communication history, alerts, tasks, and notes) in one place, without switching systems.

AI-Powered Risk Alerts

Automated alerts notify advisors when student conditions change, flagging attendance issues, grade drops, financial holds, or disengagement signals before they escalate.

Embedded CRM & Workflow Engine

Monitor student conditions and automatically trigger the right engagement at the right time. Configurable workflows ensure no student slips through the cracks, and no advisor has to manually track every follow-up.

Dedicated Advising Communication Channel

Students see their entire support team and can message any member directly, whether the question is about academics, finances, or international student policies. One channel. No communication silos.

Advising Notes & Task Management

Capture detailed notes, assign follow-up tasks, and set reminders, all tied to the student record and visible across the entire advising team for seamless continuity of care.

Caseload Management & Reporting

Track advisor activity, caseload distribution, and engagement outcomes. No-code/low-code reporting and Power BI integration give advising leaders real visibility into team performance and student success trends.

International Student Support

Advising tools designed to serve both domestic and international students, supporting complex financial, academic, and compliance needs within a single coordinated support structure.

AI INTELLIGENCE FOR ADVISING TEAMS

Intelligence That Watches When Advisors Can't.

Student First's AI doesn't replace the human relationship at the heart of great advising, it protects it. By handling the monitoring, flagging, and triage automatically, AI gives advisors back the time and focus they need to do what only humans can do.

Continuous At-Risk Student Monitoring

Student First's AI monitors academic performance, attendance, engagement, and financial signals around the clock, automatically surfacing students who need attention before they disengage entirely. Advisors get prioritized alerts, not unmanageable lists.

AI-Generated Student Summaries

Before every advising appointment, Student First prepares an intelligent summary of each student's current standing, recent activity, and recommended talking points. Advisors walk in informed and focused, not spending the first ten minutes catching up.

Automated Engagement Triggers

Student conditions automatically trigger the right outreach… a check-in message when attendance drops, a financial aid reminder when a deadline approaches, a nudge when a student hasn't logged into the portal in two weeks. No manual monitoring required. No student goes unnoticed.

Real-Time Caseload Visibility

Student First gives every advisor a live view of their full caseload… at-risk flags, upcoming appointments, pending interventions, and student progress all in one place. No toggling between systems, no blind spots, no students falling through the cracks between check-ins. The full picture, always current, always actionable.

Outcome Tracking & Strategy Refinement

Track which advising interventions are working across your student population. Student First surfaces engagement data and outcome patterns so advising teams can continuously refine their strategies, moving from intuition to evidence.

AI-First. Human-Verified.‍

AI monitors and flags. Advisors decide how to respond. Every student relationship stays human.

DESIGNED FOR YOUR SECTOR

Advising Challenges Vary by Institution. Our Platform Adapts.

Career & Vocational Schools

Support students through accelerated, high-stakes programs where retention is everything and every week matters. Student First's automated monitoring and intervention tools keep career school students on track from orientation to placement.

Community Colleges

Serve high-volume, nontraditional student populations with limited advising staff and complex support needs. Student First scales advising capacity without scaling headcount, so every student gets timely, personalized attention regardless of caseload size.

Four-Year Colleges & Universities

Coordinate academic, financial, and personal advising across departments, schools, and campuses in one unified system. Student First gives four-year institutions the infrastructure to deliver consistent, proactive advising at scale.

International & Online Institutions

Advise students across time zones and languages with tools built for global complexity. Student First's dedicated communication channel and multilingual support ensure international and online students receive the same quality of advising as their on-campus peers, without the barriers.

IN THEIR OWN WORDS

Admissions Teams That Made the Move.

“Our implementation projects are customarily delivered in less than one year. Thus, your school is up and running on the new solution faster and with less staff fatigue than other competitive offerings.”

David Meek

CEO

“Student First offers incredible performance and scalability using a micro-services architecture. No competitive product is more technologically advanced, which guarantees the value of your investment for the future. Many existing solutions are built on legacy platforms that are near end of life.”