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Balancing Act: Stability Meets Innovation in Design

June 9 @ 5:30 pm - 8:00 pm

This event explores how SoFi balances stability and security with bold innovation across our digital products and services. The centerpiece of the event is a keynote panel focused on the tension between stability and transformation in design: when to push boundaries, when to make incremental change, and how to do both without compromising member trust. We will feature designers sharing first-hand stories of lessons learned from three recent product launches: our app Home screen redesign, our loan payments platform, and our internal customer support tool.

Before the keynote, attendees can meet the SoFi Design and Research team and participate in activities designed to help them transform their personal careers and financial wellbeing: portfolio reviews, live user research, and free financial planning sessions**.

About SoFi

Our number one goal is helping our members get their money right. SoFi’s mission is to help people reach financial independence to realize their ambitions.

Financial independence doesn’t just mean being rich—it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen.

Schedule

  • Doors: 5:30pm
  • Networking & Activity Stations: 5:30 – 6:30pm
  • Keynote: 6:30 – 7:30pm
  • Event ends: 8pm

Keynote Case Studies

  • SoFi App Homepage: After years of incremental additions, the home page of our app was no longer serving its core job to be done: providing personalized financial insights that help members get their money right. Learn how the team approached incrementally redesigning the most visited page of the SoFi app.
  • Reimagining the Borrower Experience: Trust is built when we listen and adapt. Learn how the team transformed member feedback into a reimagined servicing experience for SoFi’s student loan borrowers. Together, we’ll explore the ways that small foundational steps can pave the way to product innovation in the lending space.
  • SoFi Internal Tools: When members call our customer service department, our support agents need to know everything about the member to answer questions quickly and accurately. Learn how the team tackled a complete redesign of our internal support tools to transform a fundamental area of our business.

Activity Stations

  • Portfolio Review: Get feedback from a SoFi recruiter or designer on your work.*
  • Live User Research: Participate in live research with the SoFi research team.
  • Financial Planning: Talk finances with a SoFi financial planner and sign up for a free, personalized consultation.**

* Please bring a computer to share your work if you would like a portfolio review

**Financial consultations will take place after the event

Details

Date:
June 9
Time:
5:30 pm - 8:00 pm
Cost:
Free

Venue

SoFi SF Office, 1st Floor
234 1st St
San Francisco, California 94105 United States
+ Google Map
Phone
(415) 697-2049

Balancing Act: Stability Meets Innovation in Design

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