Milestone reflects data-driven innovation at Truist and their growing personalization engine, delivering proactive insights and advice that help clients better understand, manage and act on their financial lives.
- Why it matters: Truist Insights has generated more than 2 billion personalized financial insights and advice for consumer, small business and wealth clients since 2023, helping clients spot patterns, understand changes and take action with more confidence.
- What’s new: Truist is embedding proactive insights where clients already engage digitally, within account details, planning dashboards, and Truist Assist, including delivering timely push notifications for urgent insights.
- The impact: Truist is seeing industry-leading engagement* as it delivers relevant, personalized insights in the moments clients are already managing their money—whether that’s monitoring everyday banking activity or considering a relevant offer.
CHARLOTTE, N.C., Sept. 3, 2026 /PRNewswire/ — Truist Financial Corporation (NYSE: TFC) today announced that clients have received more than 2 billion proactive financial insights and advice through Truist Insights since 2023—helping them make more confident financial decisions every day.
Available in online and mobile banking for consumer, small business and wealth clients, Truist Insights uses data, analytics and AI-powered personalization to turn financial activity into timely observations. The experience helps clients monitor cash flow, understand income and expenses, recognize subscription changes, identify potential duplicate transactions and stay aware of balance-related changes—all in a simple way.
“Reaching 2 billion insights represents 2 billion moments of proactive care, opportunities to deliver knowledge and support in ways that are personal, timely and useful,” said Truist Chief Consumer and Small Business Banking Officer Dontá Wilson. “By combining AI-driven, proactive insights with the expertise of our teammates, we’re creating experiences that are digitally empowered and deeply relational, helping create success with our clients.”
Truist brings together AI-powered personalization, responsible data use and human support to deliver observations that are timely, relevant and grounded in the company’s care-centered purpose.
AI-powered insights are increasingly embedded into the everyday digital banking journey—from account details and dashboards to Truist Assist and push notifications—so clients can receive advice when it’s most useful. By showing up in context, these insights can help clients spot what needs attention, such as low-balance activity, and understand relevant opportunities, including checking account upgrades or personalized credit card offers. Clients remain in control and can turn off Truist Insights if they no longer wish to receive them.
Clients are responding positively to the experience. Truist Insights currently has a 4.5 client satisfaction rating* coupled with industry-leading engagement, measured by whether clients choose to open an insight and then take the next step, such as viewing more detail or navigating to a recommended action. These results reflect the relevance and usefulness of the proactive financial tips and offers delivered into the flow of clients’ digital banking experiences.
Truist Insights reflects three important shifts in how Truist is building more personalized, digitally enabled client experiences:
- Broader strategy: Truist Insights is part of the company’s personalized experience strategy, using data, analytics and AI to create more relevant, connected experiences across the client journey.
- Digital preference: Digital continues to be a preferred channel, with over 70% of overall transactions happening digitally and over 80% of deposits occurring in self-serve channels.
- Ongoing investment: Truist continues to invest in AI-enabled capabilities that make everyday banking simpler, more personal and more connected to human support.
“Personalization is how we show care at scale,” said Head of Digital, Client Experience and Marketing at Truist, Sherry Graziano. “By using data responsibly to anticipate client needs and connect them to the right support at the right time, we’re making banking more personal, proactive and relevant in the moments that matter.”
Truist is continuing to expand its personalization capabilities, including work to make insights available in more channels and teammate tools over time, while using client feedback, research and design practices to improve digital journeys and strengthen the connection between technology and human support. By bringing personalized expertise and advice into digital channels, Truist is extending its care-centered approach beyond in-person interactions—helping clients access timely support and observations when and where they need it, no matter how they choose to bank.
*Personetics reporting provided to Truist as of July 2026
About Truist
Truist Financial Corporation (NYSE: TFC) is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments and specialized lending businesses. Truist is a top-10 commercial bank with total assets of $556 billion as of June 30, 2026. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com.
SOURCE Truist Financial Corporation