How Truist Delivered Over 1 Billion Personalized Insights
Truist, a top-10 US bank born in the digital era, was built to reimagine banking with personalization embedded across the client journey.
In this interview, Sherry Graziano, EVP, Head of Digital, Client Experience & Marketing shares how its partnership with Personetics has enabled it to deliver over 1 billion proactive insights to customers, using Cognitive Banking to support financial well-being at scale.
With more than 7 million digitally active users logging in an average of 18 times a month, Truist is meeting clients in the moment with meaningful, personalized guidance.
Key outcomes:
- Over 500 million insights delivered in the past year alone
- 16% click-through rate on insights
- 4.5-star mobile app rating
- Highly secure, seamless customer experience
With Personetics, Truist is turning AI into real impact—combining data, technology, and empathy to meet customers with the right message, at the right time, in the right channel.
Watch the video to see how Truist is delivering magical, in-the-moment banking experiences.
