Case Study: SoFi at Work boosts financial well-being insights with Workplace Intelligence LLC

A Workplace Intelligence LLC Case Study

Preview of the SoFi at Work Case Study

SoFi at Work tackles financial well-being with Workplace Intelligence, surveying 1,600 U.S. workers and HR leaders

Workplace Intelligence LLC partnered with SoFi at Work to address the challenge of understanding the state of financial well-being, financial literacy, and financial benefits from the perspective of both HR leaders and employees. SoFi at Work needed timely and relevant insights from these two key audiences to inform their approach.

The solution involved Workplace Intelligence conducting a comprehensive "Financial Well-Being" study, surveying 1,600 U.S. HR leaders and employees. The vendor delivered in-depth insights efficiently, enabling the rapid publication of a high-quality report. The results achieved significant mainstream media coverage in outlets including Fortune, CNBC, and Employee Benefit News, successfully amplifying the findings and generating widespread awareness for SoFi at Work.


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Workplace Intelligence LLC

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