SOFI INVEST

SOFI INVEST

Options Level 1

Options Level 1

Options Level 1

A product launch that made expanded options trading tangible through UI-led storytelling, Substance-built 3D, and a human perspective.

A product launch that made expanded options trading tangible through UI-led storytelling, Substance-built 3D, and a human perspective.

SCOPE
SCOPE

Product Launch

Product Launch

Product Launch

ROLE
ROLE

ROLE

Senior Art Director

Senior Art Director

Senior Art Director

YEAR
YEAR

YEAR

2025

2025

01 / CONCEPT

A new chapter in a familiar world.

Members had asked for Level 1 options. The launch needed to answer that demand while giving newer investors a way into the story. I evolved the existing Options Level 2 and Invest visual language, keeping the product recognizable as the offering expanded.

02 / PRODUCT

Show the tools behind the announcement.

Trading screens and in-app coaching kept functionality at the center of the creative. The campaign introduced covered calls and cash-secured puts alongside existing options capabilities, showing the interface and learning resources available to approved investors.

Social asset 1
Social asset 2
Social asset 1
Social asset 2
Social asset 1
Social asset 2

03 / 3D

Ground the product in a human perspective.

I used Substance to build product visualizations within the existing Invest ecosystem. Materials, lighting, and dimensional compositions gave the UI a physical presence, while human elements connected the trading experience to the person using it.

04 / WEB

Give curiosity somewhere to go.

The landing page paired the launch announcement with accessible product education. A clear hierarchy introduced the expanded offering, explained strategies and risk considerations, and connected educational resources with the next step in the product.

Case study screenshot
Case study screenshot
Case study screenshot

05 / MOTION

Make the expanded experience visible.

The motion sequence moved from the upgrade announcement into in-app coaching, new strategies, and helpful information. Product demonstrations gave each message a visual reference, using the campaign’s dimensional language to connect the sequence.

Final paid video — placeholder

06 / CHANNELS

One launch. Different points of entry.

Owned social answered the request from investors already familiar with Level 1. Teaser and lifecycle emails introduced the expanded offering at different stages of the rollout. Together with web and motion, these applications carried a consistent visual system while adjusting the message to each audience.

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