How Truist Uses Automation to Provide a Seamless Customer Experience

Discover how Salesforce Automation helps Truist open new doors for its customers.


Truist reimagined operations in just days, with the help of the all-new Salesforce Automation. At the start of shelter-in-place, teams at the financial services company were working in silos. Learn how Truist gathered all customer data in one place to bring teams together and work smarter. Plus, when customers were particularly worried about their mortgages, Truist launched chatbots through Service Cloud, getting customers trusted information right when they needed it. We’ll close with a fun, poppy performance from Meghan Trainor.

Guest Speakers

Martha Walchuk
VP, Product Marketing, Salesforce
Sherry Graziano
SVP, Head of Mortgage Omni Experience, Truist
Meghan Trainor
Grammy-Winning Singer-Songwriter

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