Financial Aid Optimization
Transforming Aid Strategy for Our Partners
100+
combined years of on-campus financial aid optimization project experience
30+
years of delivering enrollment and NTR Results
3
consecutive years of “Excellent” NPS scores based on partner outcomes
Design a Policy Built for Your Reality
Our team conducts deep descriptive and econometric analyses to determine where aid can influence outcomes. We then design a customized awarding strategy aligned with your enrollment goals, pricing structure, and student mix.
See What Others Can’t With Advanced Data Analytics
By integrating 250+ household-level third-party data points, institutions gain earlier and more accurate insight into ability to pay, Pell likelihood, and affordability risk—even before FAFSA data is available or for students who never file.
Test Trade-Offs Before You Commit
We don’t believe in a black box approach. Using the best combination of AI and consultant experience, we deliver highly customized models to explore policy scenarios in real time—testing changes to awards, need targets, pricing assumptions, federal or state funding shifts, and emerging risks like PLUS loan constraints.
Monitor, Adjust, and Stay on Track
Our analytics platform provides real-time visibility into award activity, yield, discount rate, and net tuition revenue—flagging issues early and enabling mid-cycle adjustments when needed.
Meet our financial aid experts
Each of our partners works with a dedicated Strategic Leader who learns your organization and culture to steer your team to the right answers and resources. Our higher ed experts become an extension of your leadership team and expand the capacity of what you can accomplish.
Talk to Our Team
Brett Schraeder
Vice President, Financial Aid Optimization
Specialties Strategic Planning, Enrollment Strategy, Admissions, Yield Management, Data and Analytics, Financial Aid, Pricing
Stacie Toal
Principal, Financial Aid Optimization
Specialties Enrollment Strategy, Admissions, Yield Management, Data and Analytics, Financial AidReady to get started?
To speak with an expert about EAB’s Financial Aid Optimization, please submit this form.
Latest Research and Insights
5 recommendations to create urgency around FAFSA submissions
Anatomy of an Effective Financial Aid Letter
Preparing for the end of Grad PLUS: 4 strategies to rethink graduate cost and aid
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