Truist Insights Passes 2 Billion Personalized Financial Messages

Sep 3, 2026
Truist says its banking clients have received more than 2 billion personalized financial insights and recommendations through Truist Insights since 2023.
Truist Insights Passes 2 Billion Personalized Financial Messages
Image: Truist Financial Corporation via PR Newswire

Truist Financial Corporation said in a press release that its clients have received more than 2 billion personalized financial insights and recommendations through Truist Insights since 2023.

The service uses data, analytics and AI to identify changes involving cash flow, income, expenses, subscriptions, duplicate transactions and account balances. It is available to consumer, small business and wealth clients through online and mobile banking.

Truist is adding the insights to account pages, planning dashboards, Truist Assist and push notifications. Customers can disable the service. Truist reported a client satisfaction rating of 4.5, based on data provided by Personetics as of July 2026, and plans to bring its personalization tools to more channels and employee tools.

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