2015 Winner Profile

SunTrust Banks Inc.

Project Description:
SunTrust SummitView is a financial planning platform that provides clients a single, snapshot view of their finances through a customizable online experience. SummitView also provides SunTrust advisers a holistic view of their clients' financial picture -- not just the assets managed by SunTrust. The customizable online experience (with market data refreshed daily) lets clients put all their financial information in one place and test scenarios that could affect whether they achieve their financial goals. SummitView includes a secure online vault for storing important documents such as wills, trusts and insurance policies. The CRM-integrated portal simplifies the adviser experience while simultaneously allowing them to identify additional solutions based on a client's full financial picture. SummitView is helping SunTrust teammates engage with their clients for goal-based financial planning and help them develop a plan to help them achieve their financial well-being.
Project type:
Business Intelligence or Data Analytics, Customer Service or Customer Relationship Management (CRM), Cloud Computing Services or Software as a Service (SaaS)
Business Functions:
Sales, Customer Service or Support
Business Goal:
Customer Impact
Anil Cheriyan, CIO
William Rogers Jr., Chairman & CEO
Atlanta, Ga.
Financial Services
Revenue (2014):
$8.71 billion
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