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Truist Momentum

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Truist Momentum B2B - Transcript

Bill Rogers: 00:04 We know that literally millions of Americans live paycheck to paycheck. Companies can play a significant role in advancing the financial wellness for everyone. At Truist, our purpose is to inspire and build better lives and communities, so we worked with industry experts to develop a financial wellness program. And quite frankly, the results are amazing.

Signe Garnitz: 00:26 The response we've gotten has really been exciting. We initially got involved in the program to provide tools and opportunities for our employees.

Clarence Smith: 00:35 We offered it to the whole team, about 150 people. We had 90% of the people come to the kickoff sessions.

David Yeend: 00:43 I had never been offered anything like this from an employer before. It made me feel like they cared.

Amanda Warner: 00:50 For someone like me that doesn't actually understand finance in any way, shape, or form, it was just smart ideas that made sense to me.

Valerie Anonyuo: 00:57 I have one savings account, and everything goes in there. The program helped me to separate accounts. That was something I think that was new to me.

Yimeka Robbins: 01:05 You think you know everything about finance, or at least I did. I thought I knew everything, and there were certain things I didn't know. How to invest, how to look for a good mortgage when you're buying a house.

Signe Garnitz: 01:15 Funnily enough, my husband is in this line of work. Yet, we have never sat down and talked about the values that drive the choices we make and how we spend our money.

Clarence Smith: 01:26 I would be stopped in the hall by employees that have been with us for 15 years and say, "This is the most important thing that the company's ever done for me." It was really overwhelming. We were blown away by it.

Empower your employees to achieve more with their finances.

Truist Momentum inspires, educates, and equips your employees to manage their money based on what matters most to them.

Contact our team today

What Truist Momentum offers your employees

Truist Momentum’s financial wellness program offers the tools and education to help your employees achieve more.

Access to 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 MoneyDesktop1, an MX Technologies, Inc. tool

Personalized financial coaching2

Smooth program setup for your company

We do the heavy lifting so you can focus on your business.

  • A fully operational implementation guide
  • Experienced speakers to launch and energize the program
  • Program tracking and impact reporting dashboard
  • Ongoing program support from the Truist team

A wellness program that produces results? Absolutely.

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NARRATOR: Your employees are invaluable to your company. And when they feel confident about their finances, it shows. They're more productive at work, and able to reset and refresh at home. Truist is committed to building better lives and communities, so you can help your employees thrive, starting with the Truist Momentum program, which gives your employees the financial confidence they need to handle anything that comes their way.

Don't just take our word for it. We checked in with the participants and discovered three important things. Employees who completed the program are more confident than those who haven't. They're more optimistic about their future and feel more in control of their finances, no matter how much money they make. And they're happier with their employer. They feel confident their company cares about their financial well-being and are more likely to want to keep working there.

Finally, they're just happier with their lives. They're more confident in themselves and their ability to enjoy life to the fullest. You can change the lives of your employees for the better with the help of Truist Momentum. Learn more today. 

Here’s what employees who have completed the program have to say.

One. Employees who completed the program are more financially confident.

They’re more optimistic about their future and feel like they have active control over their finances—no matter how much money they make.

 

Two. They’re happier with their employer and more engaged with their company.

They feel reassured that their company cares about their financial well-being and have a longer-term investment in working there.

 

Three. They’re happier, period.

They’re more confident in themselves and their ability to enjoy life to the fullest.

 

 

Better financial well-being continues. Since completing the program, 72% of participants say they feel they can handle a major unexpected expense. More than 90% see themselves working at their employer in three years. And 54% are more likely to feel they can enjoy life because of the way they’re managing their money.3

72%

of participants say they feel they can handle a major unexpected expense.

>90%

see themselves working at their employer in three years.

54%

are more likely to feel they can enjoy life because of the way they’re managing their money.3

What does Truist Momentum cost?

Truist Momentum is offered at cost—with no profit to Truist. Why? Because we’re committed to helping people make the financial choices that lead to better opportunities.

We also keep the program advertisement-free. We won’t sell anything to your employees, and all their information remains confidential.

To learn more, contact our team or take a look at our most frequently asked questions.

Frequently asked questions

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When your employees are empowered to make good financial decisions, they can waste less time dealing with their finances—and be more committed to your organization.

By offering a financial wellness program, your organization shows your employees that you care about them—and that allows them to care more about their work.

With Truist Momentum, employees learn to make financial decisions that lead to better opportunities—no matter what their salary is. Financial stress exists at all levels, and human nature is to spend more when you make more. More money doesn’t necessarily mean more savings. Anyone can get in over their heads with overspending, but Truist Momentum can help everyone focus on what matters.

No problem. We’ve designed the program to be simple to set up. Our clients have found it to not be much work for them. And when you need support, we’re there for you.

Truist exists to inspire and build better lives and communities. With guidance built around people’s unique needs, we want to help people and businesses achieve more—and we want your company to be a part of that, too.

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1 My MoneyDesktop is provided by MX Technologies, Inc. and is not a product of Truist, and Truist makes no representations or warranties regarding MX or its site.

2 Money Management International, Inc. (MMI) is not a product of Truist, and Truist makes no representations or warranties regarding MMI or its services.

3 Momentum onUp Involvement Survey, 2018

Disclosures

Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

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Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
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Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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