Truist Financial Corporation 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. Announced from Charlotte, North Carolina, the milestone reflects data-driven innovation at Truist and its growing personalization engine, delivering proactive insights and advice that help clients better understand, manage and act on their financial lives.
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. AI-powered insights are increasingly embedded into everyday digital banking journey from account details and dashboards to Truist Assist and push notifications so clients can receive advice when most useful.
"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. 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.
Truist Insights reflects three important shifts in how Truist is building more personalized, digitally enabled client experiences. 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 continues to be preferred channel with over 70% of overall transactions happening digitally and over 80% of deposits occurring in self-serve channels. 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. Clients are responding positively with industry-leading engagement measured by whether clients choose to open an insight and then take next step.
About Truist
Truist Financial Corporation 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 high-growth markets in the U.S. and offers 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.
