Truist Momentum

Transcript

Truist Momentum

(Visual Description: Truist Momentum)

Bill Rogers, Chairman and CEO, Truist)

Bill Rogers: We know that literally millions of Americans live paycheck to paycheck. Companies can play a significant role in advancing the financial wellness for everyone.

(Visual Description: Brian Ford, Director of Financial Well-Being, Truist)

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.

(Visual Description: Potential results

Productivity, Up

Employee engagement, Up

Turn over, Down

Absenteeism, Down

Results may vary based on company, industry, and which program the company employs

Signe Garnitz, Executive Director of HR, 22Squared)

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

(Visual Description: Clarence Smith, CEO, Havertys)

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

(Visual Description: David Yeend, Truist Momentum participant, 22Squared)

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

(Visual Description: Amanda Warner, Truist Momentum participant, 22Squared)

Amanda Warner: 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.

(Visual Description: Valerie Anonyuo, Truist Momentum participant, Havertys)

Valerie Anonyuo: 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.

(Visual Description: Yimeka Robbins, Truist Momentum participant, Havertys)

Yimeka Robbins: 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: 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: 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 kind of overwhelming. We were kind of blown away by it.

(Visual Description: Truist Momentum

Truist title and logo)

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.

Transcript

Truist Momentum #2

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.

(Visual Description: Truist Logo, Truist Momentum)

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.

(Visual Description: 59% haven’t started the program

84% Completed the program)

They're more optimistic about their future and feel more in control of their finances, no matter how much money they make.

(Visual Description: 50% haven’t started the program

67% Completed the program)

And they're happier with their employer.

(Visual Description: Graph shows employee retention rise with the happiness level of employees)

They feel confident their company cares about their financial well-being and are more likely to want to keep working there.

(Visual Description: See themselves working for their current employer in 3 years

91% Completed the program)

Finally, they're just happier with their lives. They're more confident in themselves and their ability to enjoy life to the fullest.

(Visual Description: 37% haven’t started the program

57% Completed the program)

You can change the lives of your employees for the better with the help of Truist Momentum. Learn more today.

(Visual Description: Truist Momentum

Sources: 1” Momentum onUp Involvement Survey.” 2018

Note: Based on the aggregate results of survey respondents at participating companies. Results may vary based on company, industry and which program company employees.

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

Why should we run a financial wellness program?

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.

Isn’t this getting too personal with our employees?

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.

We pay our employees well. Do they really need this?

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.

What if our HR team doesn’t have the time to implement?

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.

Why is Truist doing this?

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.

Like carrying a branch—but lighter.

Got a minute? Check for offers.

Get a game plan—in 2 minutes.

Make your move.

Investing—thoughtfully.

Podcast: Money and Mindset with Bright and Brian

Truist Momentum

Empower your employees to achieve more with their finances.

What Truist Momentum offers your employees

Smooth program setup for your company

A wellness program that produces results? Absolutely.

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

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

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

Three. They’re happier, period.

72%

>90%

54%

What does Truist Momentum cost?

Frequently asked questions

Investment and Insurance Products:

Limited English Proficiency Support:

New York City residents:

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

Truist Momentum

Empower your employees to achieve more with their finances.

What Truist Momentum offers your employees

Smooth program setup for your company

A wellness program that produces results? Absolutely.

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

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

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

Three. They’re happier, period.

72%

>90%

54%

What does Truist Momentum cost?

Frequently asked questions

Disclosures

Investment and Insurance Products:

Limited English Proficiency Support:

New York City residents:

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

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