Truist Momentum

Empower your employees to achieve more.

Deliver a best-in-class financial wellness program to your employees. Truist Momentum inspires, educates, and equips your employees to manage their money based on what matters most to them.


Access our online learning center from any device


Choice of self-directed online modules or instructor-led training, offered onsite or virtually


Personal financial management from My MoneyDesktopDisclosure 1, an MX Technologies, Inc. tool


Personalized financial coachingDisclosure 2

We’ll provide a fully operational implementation guide. Experienced speakers to launch and energize the program. A program tracking and impact reporting dashboard. And ongoing program support from the Truist team. We do the heavy lifting—so you can focus on your business.

Employee benefit solutions

Programs that support your employees—and your goals.

Looking for a market-leading benefit advisor? McGriff—a wholly owned subsidiary of Truist Insurance Holdings, Inc.—offers a team of dedicated experts to assist you in developing a strategic plan that aligns your employee benefits program with your organizational goals. Here’s how McGriff can help:

We put you first.

Every business, every client, and every situation is unique. We don’t make assumptions about what you need. Instead, we consult with you to understand your company’s goals.

We’re here to listen.

We start by asking questions. What employee benefits challenges are most pressing to your organization? What are your most important objectives? How do employee benefits fit into your strategic goals? 

And deliver solutions.

Once we understand your needs and priorities, we’ll make targeted recommendations to help you address the topics most important to your company—cost management, employee engagement, a healthier workforce, and more.

Employee benefit solutions

In addition to core consulting and brokerage services, McGriff offers:

  • Benefits administration technology
  • COBRA administration
  • Clinical wellness & health engagement
  • Communication services
  • Compliance
  • Flexible benefits (FSAs, HSAs, HRAs, TSAs, and more)
  • Human resources advisory consulting
  • Pharmacy benefit consulting
  • Retirement consulting

Executive compensation plans

Attract and retain top talent.

Your key people deserve to be rewarded for their exceptional performance. We’ll help you build a custom, cost-effective compensation program for your top managers and employees. Get financial planning, supplemental retirement plans, equity concentration risk management, and much more to support your best people.

Want more information? Contact your relationship manager, or call Truist Life Insurance Services at 800-474-1471.

Truist Leadership Institute

Get equipped to lead in unique times.

Rooted in psychology and neuroscience. Empowering business executives, educators, and students. The Truist Leadership Institute’s one-of-a-kind learning experience can help you become a better, more self-aware leader and individual—like it has for others for more than 60 years.

Leadership Development

Our top-level Leadership Development programs will propel you to reach your potential as a skillful and talented leader.

  • Mastering Leadership Dynamics – Raise your self-awareness, develop conscious leadership practices, and improve skills critical to performance with our flagship program.
  • Leadership Success for Mid-Level Managers – Develop deeper awareness into the principles and application of conscious leadership.
  • Leading Culture, Change, and Engagement – Lead your organization in three key areas—culture development, employee engagement, and managing change.

Change Management

Discover the psychological process of change, and learn strategies to keep your team and organization engaged and moving forward.

  • Compare three change mindsets: Discover your personal position on this continuum of change style preferences—and how it impacts your ability to lead change.
  • Understand the context for change by defining forces for and against change in your organization and generating specific solutions to manage them.
  • Identify and share key drivers of employee engagement critical to creating an organizational culture supportive of new ideas and diverse approaches.

Employee Engagement

Get a better sense of how deeply your employees are engaged, and learn strategies that will enhance employee well-being. 

  • Engagement and Motivation Strategies – Address the beliefs and behaviors needed to successfully achieve results.
  • Engagement Analysis and Consulting – Target specific competencies to increase leadership and organizational impact.

Business Resource Center

Want some fresh ideas?

Expand your knowledge with resources for better business strategies. Stay up-to-date with trending topics, news, and research.




    Stay informed and get connected

    Looking for fresh thinking and new insights to help uncover opportunities for your business needs?

    Connect with a Relationship Manager

    Work with a partner who sees your vision and has the resources to help you achieve it. We’re ready to focus on the specific needs of your company—and where you are in your business lifecycle.

    Existing Truist clients are encouraged to contact their relationship managers with inquiries related to commercial products and services.

    Helpful links

    Sign up for monthly articles on Business Insights

    Sign up to receive our business insights, thought leadership, and client success stories that can help inspire your next bold business move.

    Please enter a first name
    Please enter a last name
    Please enter a valid email address
    Please enter a company name
    I'm also interested in: Please select a campaign option