Case Study: SoFi achieves 30% more active marketing projects and streamlined Marketing–Creative–Compliance collaboration with Wrike

SoFi Accelerates Collaboration Between Marketing, Creative, and Compliance Teams, Scaling Active Projects by 30% in Wrike

SoFi, a social finance community with over 250,000 members and more than $16B in loans originated, needed to scale its marketing and brand asset production without adding headcount. Teams relied on lengthy email threads and lacked a central project manager, making asset search, approval tracking and compliance oversight slow and unclear.

SoFi selected Wrike for its fast implementation and tailored marketing features, creating standardized workflows, Wrike Requests with a creative brief template, and a single source of truth for files and approvals. The change accelerated collaboration and accountability across Marketing, Creative, and Compliance—70% of projects are now pre‑planned via briefs, active projects increased by 30%, and teams can quickly find project status without repeated follow‑ups.

SoFi

Nadia Last

Social Media Marketing Manager