Truist Passes 2 Billion AI Banking Insights
Truist Insights has delivered more than 2 billion AI-powered financial observations and advice to clients since 2023.
Truist clients have received more than 2 billion proactive financial insights and advice through Truist Insights since 2023. The service is available in online and mobile banking for consumer, small business, and wealth clients. It uses data, analytics, and AI-powered personalization to help clients understand account activity and take action. Truist reports a 4.5 client satisfaction rating and industry-leading engagement for the service.
Insights Within Digital Banking
Truist Insights can help clients monitor cash flow, understand income and expenses, recognize subscription changes, identify potential duplicate transactions, and stay aware of balance-related changes. The bank is placing insights in account details, planning dashboards, Truist Assist, and push notifications for urgent matters.
Clients can use the service to spot low-balance activity or review relevant offers, including checking account upgrades and personalized credit card offers. Clients can also turn off Truist Insights.
Dontá Wilson, Chief Consumer and Small Business Banking Officer at Truist, said:
“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. 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.”
Personalization And Human Support
More than 70% of Truist’s overall transactions happen digitally, while more than 80% of deposits occur through self-serve channels. Truist plans to expand insights into more channels and teammate tools while using client feedback, research, and design practices to improve digital journeys.
Sherry Graziano, Head of Digital, Client Experience and Marketing at Truist, said:
“Personalization is how we show care at scale. 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.”
A Broader Digital Service
For small business clients, the service provides a way to review financial activity within the digital banking tools they already use. Truist is continuing work to make insights available in more channels and teammate tools over time.
