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How Truist Bank Accessed Real-time Data Powered by 360 View of their Customers to Engage and Win Across All Touchpoints

“We live by Put It Forward’s Intelligent Automation Platform which allows us to do game changing things like identify known and unknown traffic across the digital landscape so we can have highly focused 1-1 marketing and advanced analytics”.

Vice President, Marketing

OpenTable Put It Forward

At Truist, their purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

Truist is a purpose-driven financial services company formed by the historic merger of the equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services.

Charlotte, North Carolina, United States

Results by the numbers

Real-time customer insights

Integrated view of customer activity cross platforms from marketing to analytics.

Global view of customer profile

True 360 view of customer activity throughout the buyer journey.

No customer left behind

Coupling of 3rd party customer information with proprietary to create 1-1 meaningful personalized engagement.

Integrations and Systems

Klaviyo Connector


  • Lack a centralized view of the customer digital journey
  • Disconnected, disparate systems
  • Leverage investments made in their their technology stack
  • Real time data processing
  • Unable to segment to deliver highly targeted personalized messaging

Customer experience defines the essence of Truist. One way we work with our customers is through digital channels for many of our product offerings. These offerings often bridge multiple business units and systems.

Our need was to not only bridge the multiple points of engagement in the customers digital journey but also how to connect with them when they moved into a place where they would be open to competitive offerings and suggestions.


  • Increased revenue with advanced customer analytics
  • Real-time insights and events
  • True 360 view of customer

Put It Forward Intelligent Automation Platform allowed us to create that single view of the customer by unifying multiple identifiers, integrating the real-time activity of our visitors into the analytics platforms and in turn, gave us the ability to retarget while engaging across multiple touch points.

Importantly, we were able to leverage our current technology investments into this new world of 1-1 engagement without having to redo everything.

The Put It Forward components leveraged at Truist Bank are;

  • Integration Designer - transformation logic
  • Process Manager - process management
  • Data Services - Identity Resolution
  • Data Stage - data quality and performance


  • Real-time insights dashboard enabled next best action
  • Global view of customer profile
  • No customer left behind

Truist Bank was able to leverage the end-to-end Intelligent Automation Platform of Put It Forward to increased revenue through targeted and personalized messaging.

Our customers get more than what they pay for

Put It Forward not only offers the intelligent enterprise automation platform but also the resources, support and guidance today’s businesses require to succeed with automation.

Risk Mitigation

Unmatched support & service to ensure any issue you encounter is immediately addressed & problems are resolved ASAP.

Risk Mitigation

Industry best practices & operational guidance for your team to benefit from our learned experience working with 100s of leading businesses.