Audience
Companies looking for a financial wellbeing tool to help their employees achieve their financial goals
About SoFi at Work
SoFi pioneered student loan refinancing back in 2011. Since then, we’ve broadened our SoFi at Work employer platform to include a suite of services, tools, and education that can help your employees see a full snapshot of their finances, make smart decisions, and achieve their financial goals. SoFi’s employee benefits program offers employers an easy and comprehensive way to help your employees build financial wellbeing through student loan and 529 plan contributions, educational tools, and other financial resources. The SoFi at Work Dashboard is a new financial hub for your employees, providing them with a comprehensive snapshot of their finances, a suite of tools to help them make smart decisions, and a portal to their benefits, all built to help them achieve their financial goals. From college planning, to managing student debt, to building an Emergency vault, SoFi at Work benefits add value to diverse employee populations.
SmartPath
When employees are financially stressed, it's a lot harder to focus on work. SmartPath’s affordable financial wellness platform will provide your employees with the education, coaching, and tools they need to turn their stress into financial success. Studies show that employees engage in different ways. Our program is designed to be comprehensive and meet your employees where they are. Every employer gets a branded launchpad for their employees to engage with all of SmartPath's offerings. This site offers Live Chat with our coaching team for quick financial questions and superior support. Money can be stressful. And add in the impacts of the pandemic, something that was hard just got even harder. Take our quizzes to see financial options and get personalized results with clear guidance. Our human coaches are talented, trained, and dedicated to helping. We cover budgeting, getting out of debt, homeownership, aging parents, kid’s college and anything in-between.
Learn more
PTO Exchange
PTO Exchange is a benefits platform that turns accrued vacation hours into liquid assets that employees can spend on individual needs and the causes they care about. This gives companies an enticing benefit that uniquely serves every employee in the organization. And it all works within the system you have in place today. Enable employees to contribute to and manage their financial wellness. Unused PTO can be used for: Retirement Accounts, Student Loans, Health Care Expenses / HSAs. What if you could exchange some unused PTO to pay for your vacation? Now it's possible. Employees can give to over 1 million certified non-profit organizations, causes, and even colleagues in need. It’s savvy to reduce PTO balance sheet liabilities while enhancing talent recruiting and retention. In simple terms, it pays off for both HR and Finance. Both will appreciate the returns for enhancing PTO benefits and reducing corporate liability.
Learn more
Spring
Provide employees with the financial education and tools they need to be and feel their best at work and in life. Our dynamic recommendation platform prioritizes financial education content to meet the needs of each employee, based on their specific circumstance and life priorities. One size doesn’t fit all. 100% of our financial education content is unbiased and made by our team of content-experts. Budgeting made easy because life is messy. Our budgeting tool provides suggestions to help employees balance competing needs, like student loans, saving for a home, and retirement. The budget tool helps employees balance their unique life circumstances, and helps them get the most out of their paycheck. Our goal setting and tracking helps employees identify and visualize their most important financial priorities. This helps them stay on track and motivated to reach their goals and dreams.
Learn more
CommonBond
Student loan benefits made simple: Invaluable for your team, innovative for you. Plus, student loan contributions are now tax-free. It’s our goal to provide your company with customizable student loan benefits to support your employees’ ability to pay for school for themselves or their family. They get the support they need, and you attract and retain better talent. There’s more than one way to turn student debt relief into a company benefit. Our customizable options make it easy to find the solution that suits your team. Help employees reach financial freedom faster by contributing either directly towards their student loan payments every month or by offering them tax-advantaged 401(k) contributions. Our support tool for education finance decisions helps employees determine the best course of action for handling their student loans and how to save for future education expenses. Affordable loans to help cover the cost of education for employees or their families.
Learn more
Integrations
Company Information
SoFi
Founded: 2011
United States
www.sofi.com/sofi-at-work/
Videos and Screen Captures
You Might Also Like
Evolia is a web and mobile platform that connects enterprises with 1000’s of local shift workers and offers free workforce scheduling and time and attendance solutions. Is your business on Evolia?
Product Details
Platforms Supported
SaaS
Training
Documentation
In Person
Videos
Support
Phone Support
Online