Case Study: Navigate Financial Aid digitizes operations and saves time with Thryv

Changing out filing cabinets for software was a great investment

Navigate Financial Aid, founded by Robert Ruggiero in 2006, helps parents and students navigate the college financial aid process. The business was bogged down by paper filing cabinets and fragmented communication, so they turned to Thryv—using Thryv’s CRM, Client Portal, and Sales & Payments tools—to move to a centralized digital system.

Thryv implemented a single platform that links inbox messages, documents, invoices and texts to each client, enables website booking and direct billing, and tracks payments and appointments in one place. As a result Navigate Financial Aid now runs more than 75% of its business online, processes 600+ transactions, and saves about 3 minutes per client interaction—roughly 30 hours saved across 600 clients—improving staff confidence and client communication.

Navigate Financial Aid

Robert Ruggerio

Owner