Case Study: Truist achieves 92% faster creation of annual client planning decks with Seismic

Improves client relationships with automated, personalized content

Truist, a global banking and financial services firm headquartered in Charlotte, faced inconsistent, time-consuming creation of client pitch books and annual planning decks that took relationship managers 6–8 hours each and reduced time in front of clients. To solve this, Truist turned to Seismic’s content automation and enablement platform (integrated with Salesforce) to standardize materials and speed up preparation.

Seismic automated Truist’s content workflows, pulling RM profiles, portfolio and revenue data into templated presentations and surfacing product recommendations from financial data, while enforcing compliance and branding guardrails. As a result, annual client planning decks are created 92% faster and Seismic saves Truist about six hours per rep on average, enabling reps to spend more time selling and close deals faster.

Truist