Wealth growth Target high-net-worth and mass affluent clients by leveraging Truist Wealth’s growing private wealth services, recent leadership appointments, and expanded Premier offering to cross-sell investment management, estate planning, and credit solutions.

Leadership expansion Capitalize on new national wealth brokerage director role and senior additions in wholesale and private client groups to offer advisor onboarding, training partnerships, and co-branded client acquisition programs that scale across multiple channels.

Integrated tech Position integration-ready tech stack (IBM Cognos, SAP BI, SageMaker, Marketo, Azure AD) to prospects seeking data-driven advisory services, digital client experience enhancements, and secure, compliant analytics for retirement and risk planning.

Strategic growth Leverage Truist Premier and expanded advice-led banking initiatives to pitch bundled solutions combining lending, investment advisory, and wealth protection for clients navigating complex financial milestones and NIL/revenue-sharing considerations.

Revenue potential Highlight scalable revenue opportunities in wealth management across mid-market to high-net-worth segments, supported by a revenue base in the mid to high billions and a broad enterprise footprint that enables cross-sell across banking, brokerage, and securities services.