Ivy & Ocelot: 24/7 Support, Timely Reminders, and Smarter Insights for Financial Aid

Thursday, November 12, 2026 @ 11:30am PT / 2:30pm ET

From FAFSA deadlines to verification documents to “when will my refund hit?”, financial aid gets the same questions on repeat. They peak at the busiest times of year and often come in after hours. 

In this live, 30-minute showcase, see how financial aid teams use Ivy & Ocelot to answer routine questions instantly, nudge students before deadlines pass, and keep counselors focused on the conversations that need a human.

What you’ll see:

  • Financial aid use cases in action, such as FAFSA and verification questions, missing documents, award letters, SAP, disbursement, and refund timing
  • Two-way SMS to remind students about deadlines and outstanding requirements
  • Connecting the virtual assistant to your existing campus systems so that conversation data and SSO logins flow seamlessly
  • Multilingual support over chat, text, email, and social, with no student logins or redirects
  • Live product walkthrough with time for real-world examples and Q&A

Enterprise Customer Success Manager