Our Services

We provide Ellucian Banner® Financial Aid consulting for colleges and universities of every size, public and private. Our work is built to streamline your processes, reduce manual work, and prevent human errors, so your team can spend less time fixing things and more time helping students.

Consultant mapping out a Banner Financial Aid setup project on a sticky-note wall

Setting Up and Configuring

We set up and configure your Banner Financial Aid system to match your institution's policies and workflows. We also build your system for every new aid year.

    • Aid application processing

    • Institutional funding matrix (scholarships)

    • Cost of attendance (period budgeting)

    • Algorithmic packaging

    • Disbursement rules and schedules

    • Batch letter notifications

    • SSB9 student communication

    • ISIR requirement tracking

    • Custom SQL for processing needs

    • Borrower-Based Academic Year (BBAY)

    • New aid year setup

Laptop screen showing a financial aid data reporting dashboard

Reporting and Data Insights

We use Argos to turn your Banner data into clear, useful reporting for compliance, audits, and decision-making — plus hands-on work like Pell Grant reconciliation and Summer Aid processing, so nothing falls through the cracks when it matters most.

    • Enrollment data

    • A-133 compliance audit

    • IPEDS enrollment and aid

    • U.S. News rankings data

    • AICUP aid and enrollment

    • BOND reporting

    • Pell Grant Reconciliation

    • Custom reporting and dashboards

Two colleagues reviewing financial aid data reports together at a desk

Support and Ongoing Help

We provide continued help for institutions that need Banner Financial Aid expertise beyond a single project — financial aid rarely stops needing attention once the project's done, especially as federal regulations change.

    • ISIR process

    • Cost of attendance maintenance

    • Disbursement troubleshooting

    • Packaging updates and fixes

    • Argos report maintenance

    • SAP updates and fixes

    • Ongoing compliance and audit support

    • Business process analysis and redesign