• Robert Ruggerio of Navigate Financial Aid was looking for a way to streamline his daily business operations and keep his client's information stored in one convenient system.
• Since the staff at Navigate Financial Aid started using Thryv, they are now able to leave the work of booking appointments in the hands of their clients, which keeps Robert and his staff off the phone manually scheduling appointments.
• Today, Navigate Financial Aid benefits from having all of their processes improved with Thryv, allowing Robert and his staff to spend more time helping their clients plan their child's future.

Since 2006, Robert Ruggerio and his staff have been doing everything they can to help families plan for their child's college education in the best way possible. Over the years, they have used many different systems and were looking for a way to have all of their client communications in one software. "Our struggle was finding a process that would work efficiently for our business," says Robert, "and now, we communicate 100% through Thryv!"

Thryv allows the staff to add and manage their clients, bill their clients all from one place. Whether it's the client sending Robert information, sending him text messages and emails, it's now entirely housed right inside their software, allowing Robert and his team to process everything faster than ever before.

Navigate Financial Aid is also a power user of the Client Portal, and they love that their client's no longer have to make a phone call during regular business hours to make an appointment with them. Robert tells us "Client's don't need to call and ask me what my schedule looks like. They can simply log into our Client Portal, pick a time that works for them, and book it. Every day, I come into the office, and I can immediately see what appointments I have, who has a question I need to answer, or who has a bill due. It's fantastic."

Robert and his team are strongly benefitting from using Thryv to help improve their day-to-day business processes, stating "it looks like Thryv was built for the small business." Navigate Financial Aid will be able to assist more families every day because of the support their software is giving them.