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features
design
support

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Write a Review

Description

Promoting financial wellness is crucial for both your employees' well-being and the overall success of your organization. By offering a complimentary benefit that aids employees in achieving their financial objectives, alleviating stress, and boosting their productivity, you create a positive work environment. When individuals feel secure in their finances, they are less likely to be impacted by small emergencies or unexpected costs. Enhancing their knowledge about budgeting strategies fosters healthier financial habits and continuous progress. Employees burdened by financial worries tend to be less effective and often face greater financial difficulties compared to their peers. We will facilitate informative sessions directly at your workplace, allowing you to select from a diverse array of financial topics while we coordinate a schedule that fits your business needs. These sessions will provide practical guidance for embarking on the journey to financial wellness, along with ongoing alerts and insights to ensure they remain on track. Understanding that this is a continuous process, we are committed to supporting them throughout every phase of their financial journey. Additionally, fostering a culture of financial literacy can lead to higher employee retention and satisfaction.

Description

In 2011, SoFi was a trailblazer in the field of student loan refinancing. Over the years, we have expanded our SoFi at Work platform for employers, offering a range of services, tools, and educational resources designed to give employees a complete view of their finances, empowering them to make informed choices and reach their financial aspirations. Our employee benefits program serves as a straightforward and all-encompassing solution for employers looking to enhance their staff's financial wellbeing, featuring contributions for student loans and 529 plans, as well as various educational resources. The newly introduced SoFi at Work Dashboard functions as a centralized financial hub for employees, presenting them with an extensive overview of their finances, an array of tools for sound decision-making, and an access point for their benefits, all intended to aid them in accomplishing their financial objectives. From planning for college and managing student debt to establishing an emergency savings fund, the benefits provided by SoFi at Work cater to a wide array of employee needs, enriching the overall financial health of the workforce. Ultimately, SoFi is committed to fostering an environment where employees can thrive financially and achieve their long-term goals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Obol Yes 
SoFi No 

Integrations

Obol No 
SoFi Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

KeyBank

Founded

1849

Country

United States

Website

www.key.com/small-business/services/payroll-and-employee-benefits/key-at-work.jsp

Vendor Details

Company Name

SoFi

Founded

2011

Country

United States

Website

www.sofi.com/sofi-at-work/

Product Features

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

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