Truist Financial Corp at BancAnalysts Association Of Boston Conference Summary

Edited Brief of TFC.N presentation 6-Nov-25 2:40pm GMT

...A. Truist is a top 10 US commercial bank headquartered in Charlotte, North Carolina, with over $540 billion of assets. B. Bill noted on our third-quarter earnings call that we are going to achieve a 15% ROTCE by 2027. C. And so we have been very clear that we're going to deliver the operating leverage that is expected in 2025. D. We're going to continue to grow in 2026 and deliver operating leverage. E. So $100 billion of our loans and $100 billion of deposits almost reside in this business. F. So right now, we see results in terms of the revenue per client is going up. G. We've doubled the number of new clients that we've acquired this year. H. We've seen increases in the economics that we're getting up 20% over the last few years. I. The other thing that we're going to be able to do is to grow some fee areas where we haven't had as much focus, things like FX and derivatives that's already growing 25% this year. J. So only 40% of our investment banking clients that we already have are...

Brief