SoFi Enhances the Customer Experience with Robo-Advisor Expansion of Alternative Investments
Digital financial services provider SoFi recently launched an enhanced robo-advisor platform that integrates alternative asset classes with traditional and sustainability-focused funds. Developed in collaboration with asset managing firm BlackRock Inc., the platform strives to make high-value investment strategies accessible to everyday investors. Previously reserved for those with seven-figure portfolios or wealth managers, these funds offer broader opportunities for individuals to diversify their investments through a fully digital and customizable experience.
SoFi CEO Anthony Noto said, “Our new robo platform bolsters our commitment to empowering the everyday investor. We launched one of the broadest offerings of alternative assets available from an online brokerage. Since then, we’ve been focused on how we can continue to scale our platform to meet the needs of more members, regardless of where they are on their financial journey. SoFi Robo Investing marks yet another milestone as we continue to deliver on our mission to build a one-stop financial platform that helps our members unlock their long term goals in a meaningful way.”
This rollout follows SoFi’s early 2024 introduction of alternative investment funds, addressing the growing demand for diversified strategies, with 81% of investors generating interest in alternative assets. The platform provides three tailored portfolio themes: “Classic,” a balanced mix of lower-cost stocks and bonds, “Classic with Alternatives,” including real estate and multi-strategy funds, and “Sustainable,” featuring ESG-friendly investments. With a competitive 0.25% annual advisor fee, members can enjoy automated management, personalized guidance from Certified Financial Planners (CFPs), and the flexibility to adjust taxable and non-taxable portfolios to meet their goals.
Learn more about the automated investment platform here: https://www.sofi.com/invest/automated/
Intuit Mailchimp Report Shows Highlights How Marketers Can Unlock Growth Through Emerging Technologies
Intuit Inc., parent company of TurboTax, Credit Karma, Mailchimp, and QuickBooks, has released a report titled “The Revenue Blueprint: Strategies for Performance-Obsessed Marketers.” The report draws insights from a global survey of more than 2,000 marketing leaders and reveals how mid-market brands can navigate the ever-changing digital landscape and achieve measurable growth. It emphasizes how important combining data-driven strategies, creative innovation, and AI-driven tools can create meaningful customer connections to drive loyalty and growth.
Intuit Mailchimp Director of Brand Experience Mark Lodwick said, “Marketers today are expected to not only deliver immediate results, but also build meaningful, long-term connections with customers. That balance requires a deep understanding of customer needs and the ability to engage with them at the right moments. Your tools and how you deploy them can make all the difference. And marketers that lean on AI to power personalization, optimize customer journeys, and offload basic tasks are seeing strong results.”
The study classifies marketers into three distinct groups: Baseline Marketers, who rely on traditional marketing methods, Performance-Obsessed Marketers, who excel through innovation and emerging technologies, and Revenue Leaders, an elite group that leverages advanced strategies and optimizing resources. The report highlights four key pillars driving revenue growth. First, email marketing continues to dominate, with 87% of top marketers ranking it as the most effective channel for increasing brand awareness. Second, automation emerges as a crucial differentiator, allowing leaders to optimize the customer journey and improve ROI. Third, data-powered personalization enables hyper-targeted experiences, using predictive analytics to anticipate customer needs. Finally, AI adoption distinguishes Revenue Leaders, empowering them to achieve higher-order values and greater customer loyalty. By mastering these strategies, marketers can unlock new growth opportunities and maintain a competitive edge.
Unlock the full report here: https://mailchimp.com/resources/the-revenue-blueprint/?utm_source=press&utm_medium%5B%E2%80%A6%5Dnue-blueprint_paper_att_wld_en_202411&utm_content=____download
Sweetgreen Enhances Customer Engagement with Holiday Merch Collection for Superfans
Sweetgreen is celebrating the holiday season with a brand-new collection of limited-edition apparel and accessories, available exclusively on its merch platform, The Market. The nine-piece lineup merges fan-favorite designs with fresh new styles to delight Sweetgreen enthusiasts. From playful nods to its signature salads to sustainably sourced materials, the collection encapsulates the brand’s community-driven ethos. Collaborating with sustainable and ethically conscious suppliers, Sweetgreen worked with a Certified B Corporation to provide an eco-friendly, transparent production process.
Sweetgreen Senior Vice President and Head of Marketing Michael Kotick said, “At Sweetgreen, we’re all about creating moments that bring people and communities together. This collection captures what fans love about Sweetgreen, and we hope it brings joy this holiday season.”
Some of the standout pieces include the reimagined oversized “Salad” canvas tote, perfect for carrying groceries or Sweetgreen orders. The “Kale Camo” hoodie takes center stage with its bold design, showcasing the beloved leafy green in a fully biodegradable fleece made from 100% reclaimed cotton waste. Other highlights include cozy crewneck sets, striped ringer tees, sleek hats, and crew socks.
Get a look at the new merchandise here: https://shop.sweetgreen.com/
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Original Article Links:
SoFi’s New Robo-Advisor Platform Expands Everyday Investors’ Access to Diversified Asset Classes
New Report from Intuit Mailchimp Shows Most Marketers are Using AI, Highlights Differentiators For Top Performers
Sweetgreen Launches New Merch Collection in Time for the Holidays