Truist Momentum

Inspire, educate, and equip your employees to help them manage their money based on what matters most to them.

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.

What Truist Momentum offers your employees

A financial wellness program that offers the tools and education to help your employees achieve more.

Digital flexibility

Access our online learning center from any computer, smartphone, or tablet with internet access.

Online and in-person training

Choose from self-directed online modules or instructor-led training, offered onsite or virtually.

Financial management tools

Easily manage money from multiple accounts in one place with My MoneyDesktop.^{Disclosure 1}

Financial coaching

Schedule a meeting with a financial coach from Money Management International, Inc. to get personalized guidance.^{Disclosure 2}

Emergency savings account from Secure Inc.^{Disclosure 3}

Help prepare for the unexpected with SecureSave, an employer-sponsored emergency savings account.^{Disclosure 3}

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

Truist Momentum comes with a smooth program setup for your company.

A fully operational implementation guide
Experienced speakers to launch and energize the program
An employer-sponsored emergency savings solution from SecureSave^{Disclosure 3}
Program tracking and impact reporting dashboard
Ongoing program support from the Truist team

A wellness program that produces results? Absolutely.

Transcript

(Inspirational music plays.)

(Visual description: Truist logo appears and fades out. Pam types at her computer with a confused look on her face.)

Pam: For the longest time, I did not think I was ever going to be a homeowner.

(Visual description: The words “A Truist Momentum success story” appear and fade out.)

Pam: The Truist Momentum Program inspired me to get a handle of my finances and take control of my life.

(Visual description: Pam is interviewed about her experience. A graphic identifies her as Pam, a Truist Momentum participant. The scene changes to Mansfield Energy, where Bridget, identified as a Mansfield energy benefits administrator, is on a computer.)

Bridget: When Pam came to me, I'll always remember she came to my desk asking for help with some mortgage income verification.

(Visual description: Pam walks into Bridget’s office, greets her, and looks over her shoulder as Bridget shows her the computer screen.)

Bridget: When I took the paperwork from her, she stopped and said, "Do you realize I never thought I would own a house?"

(Visual description: Bridget is being interviewed. Then, Pam is on a computer.)

Bridget: "And three years ago, I started the Truist Momentum Program, and here I am buying a house."

(Visual description: Pam holds the key to her new house up for the camera before walking up to the front door)

Pam: It gave me the tools to be able to look at my situation and realize that homeownership was something that was possible.

(Visual description: Pam looks over papers at a table in her new house. Next, Tim, identified as a Truist Momentum training leader, clicks through a Truist slideshow on a computer.)

Tim: I care about teaching financial wellness because I think the vast majority of Americans need it.

(Visual description: Tim and Pam sit at a table outside together, discussing the information on Tim’s computer.)

Tim: People need hope, and I love providing hope for people so that they can see that there are answers to their financial problems.

(Visual description: Tim is interviewed one-on-one. Then, Tim and Pam are discussing outside once again. The computer screen displays the words “What is Financial Greatness?”)

Tim: One of the things that's unique about Truist Momentum is it's a values-based program and allows people to focus on the things that they care about.

(Visual description: Tim points out a credit score on his computer screen to Pam.)

Tim: And when they have their finances controlled, really, then they can focus on the things that matter most to them.

(Visual description: Pam snuggles with her dog on the couch as they watch television. Next, Bridget is being interviewed.)

Bridget: Truist showed a very personal touch with the program because they assigned us a dedicated representative that was going to be there through the whole process.

(Visual description: Tim enters Bridget’s office and shakes her hand. She leads him through the building, talking as they walk.)

Bridget: They were willing to come in, get to know our company, get to know our employees, and it felt personal.

(Visual description: Tim and Bridget discuss financial information on Tim’s computer. Bridget gives Tim a fist bump. Then, Tim is being interviewed.)

Tim: I think Pam's story is a perfect example of how Truist Momentum aligns with our purpose to inspire and build better lives in communities.

(Visual description: Pam nods in understanding to a point Tim makes. The two get up from the table and share a hug.)

Pam: The program made me realize that I'm not alone, that I'm not the only person who struggles, and getting to where I felt like I had a handle on things really opened a lot of doors.

(Visual description: Pam smiles and holds back tears as she shares her story of financial freedom. Next, she takes her dog for a walk on a trail in the woods.)

Pam: Completing the program gave me the confidence to say, I can do this, and I did.

(Visual description: The Truist logo appears onscreen. Below it appears the line “Building better lives and communities, one Purposeful Act of Care at a time.” At the bottom of the screen, text reads, “Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. TRUIST, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.”)

(Inspirational music fades out.)

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

: 72% of participants say they feel they can handle a major unexpected expense.^{Disclosure 4}

: More than 90% of participants see themselves working at their employer in three years.^{Disclosure 4}

: 54% of participants say they’re more likely to feel they can enjoy life because of the way they’re managing their money.^{Disclosure 4}

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 and your employees’ information confidential. The purpose of Truist Momentum is to promote financial literacy, not to sell Truist products or services.

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

Contact our team

Frequently asked questions

Why should we run a financial wellness program?

When your employees are empowered to make good financial decisions, it can help them spend less time dealing with their finances—and be more committed to your organization.^{Disclosure 5}

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?

Financial stress can exist at all income levels, and more money doesn’t necessarily mean more savings. Truist Momentum can help employees learn to make financial decisions that can lead to positive outcomes—no matter what their salary is.

Why do we need an emergency savings program?

Not only can an emergency savings account help reduce financial stress^{Disclosure 6}, it can also help employees weather a financial storm that might otherwise lead to taking on debt. Having a savings account set aside specifically for emergencies can help employees be prepared for the unexpected.

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. And when you need support, we’re there for you.

Why is Truist doing this?

Our purpose is 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.

A debt consolidation loan puts you in control.

Make your move.

Investing—thoughtfully.

Podcast: Money and Mindset with Bright and Brian

Truist Momentum