SoFi at Work: A Holistic Approach
to Employee Financial Well-being

Today’s employees face myriad of financial challenges, from managing student loan debt to saving for retirement. Employers are increasingly recognizing the importance of supporting their workforce’s financial well-being, leading to a surge in demand for comprehensive financial wellness solutions. SoFi at Work offers a suite of tools and resources designed to address these needs and empower employees to take control of their finances.

A recent business briefing with Brandon Hall Group™ with SoFi at Work showed how they partner with organizations of all sizes to provide their employees with access to personalized financial planning, educational resources and a range of loan and refinancing options.

 

Key Features and Benefits:

  • Financial Planning: SoFi at Work provides access to certified financial planners who can offer personalized guidance on a range of topics, including budgeting, debt management, investing, and retirement planning. This personalized support can be invaluable for employees seeking expert advice tailored to their individual circumstances.
  • Financial Education: The platform boasts a wealth of educational resources, including articles, webinars, and workshops, covering various financial topics. These resources aim to empower employees to make informed decisions about their finances and develop healthy financial habits.
  • Loan and Refinancing Options: SoFi at Work offers access to competitive rates on a variety of loans, including student loan refinancing, mortgages, and personal loans. This can be particularly beneficial for employees looking to consolidate debt or secure financing for major life events.
  • Retirement Planning: The platform also provides tools and resources to help employees plan for retirement, including access to retirement accounts and investment options. This can help employees build a secure financial future and achieve their long-term financial goals.

SoFi at Work combines personalized guidance, educational resources, and competitive financial products. This addresses various financial needs and promotes financial literacy, empowering employees to make informed decisions about their finances.

Beyond its core offerings, SoFi at Work also provides access to exclusive perks, such as SoFi Stadium benefits and member experiences. These perks add value to the platform and enhance the overall employee experience.

SoFi at Work’s approach of combining personalized guidance, educational resources, and competitive financial products, can empower employees to take control of their finances and achieve their financial goals. As the demand for financial wellness solutions continues to grow, SoFi at Work is well-positioned to be a leader in this space.

 

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Mike Cooke

Related Content

Mike Cooke

Chief Executive Officer of Brandon Hall Group Mike Cooke Prior to joining Brandon Hall Group, Mike Cooke was the Chief Executive Officer and co-founder of AC Growth. Mike held leadership and executive positions for the majority of his career, at which he was responsible for steering sales and marketing teams to drive results and profitability. His background includes more than 15 years of experience in sales, marketing, management, and operations in the research, consulting, software and technology industries. Mike has extensive experience in sales, marketing and management having worked for several early high-growth emerging businesses and has implemented technology systems to support various critical sales, finance, marketing and client service functions. He is especially skilled in organizing the sales and service strategy to fully support a company’s growth strategy. The concept of growth was an absolute to Mike and a motivator in starting AC Growth, in order to help organizations achieve research driven results. Most recently, Mike was the VP and General Manager of Field Operations at Bersin & Associates, a global analyst and consulting services firm focused on all areas of enterprise learning, talent management and talent acquisition. Tasked with leading the company’s global expansion, Mike led all sales operations worldwide. During Mike’s tenure, the company has grown into a multi-national firm, conducting business in over 45 countries with over 4,500 multi-national organizations. Mike started his career at MicroVideo Learning Systems in 1992, eventually holding a senior management position and leading all corporate sales before founding Dynamic Minds. Mike was CEO and Co-Founder of Dynamic Minds, a custom developer of software programs, working with clients like Goldman Sachs, Prentice Hall, McGraw Hill and Merrill Lynch. Also, Mike worked for Oddcast, a leading provider of customer experience and marketing solutions, where he held a senior management position leading the company into new markets across various industries. Mike also serves on the Advisory Board for Carbon Solutions America, an independent sustainability consulting and carbon management firm that specializes in the design and implementation of greenhouse reduction and sustainability plans as well as managing the generation of carbon and renewal energy and energy efficiency credits. Mike attended University of Phoenix, studying Business Administration and Finance. He has also completed executive training at the Chicago Graduate School of Business in Chicago, IL.

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