SoFi Unlocks Coaching Insights and Efficiency Gains with 100% Interaction Coverage via QA Automation

100

of interactions now reviewed, up from 2%

OVERVIEW

SoFi is a modern finance company helping people achieve financial independence with tools for borrowing, saving, spending, investing, and protecting their money—all in one app. From student loans to investing, SoFi is redefining how people manage their money.

CHALLENGES

SoFi’s manual QA and siloed processes made it difficult to detect risks or act on members’ feedback at scale.

SOLUTION

The company adopted Observe.AI to automate its QA processes, uncover important insights, and connect workflows across teams.

FOUNDED

2011

HQ

San Francisco, California

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