ANDREA HEGER

Speaker Profiles

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president and ceo

Andrea Heger

An engaging, high-energy speaker who delivers valuable insights, grounded in research and banking expertise.

Andrea Heger is the President and Chief Executive Officer of Franklin Madison. Prior to this role, Andrea served as Executive Vice President of Client Success and Sales at Franklin Madison, where she led strategic partnerships, new distribution channels, and marketing initiatives since 2014. With over a decade of prior leadership roles at Wells Fargo in cross-credit promotions and insurance product development, she blends deep industry expertise with a passion for empowering clients.

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Signature Topics

Protect and Prosper: Expanding Your Role in Consumers’ Financial Lives

  • Uncovering the untapped potential of protection and why offering insurance can safeguard client wealth, strengthen relationships, and open doors to investment, lending, and wealth-transfer opportunities
  • Broader customer engagement strategies that increase both share of wallet and long-term loyalty
  • Utilizing data modeling and personalization to find and engage high-value clients
  • Leveraging the trust, data, and relationships your bank already has to fuel innovative growth strategies

From “Nice to Have” to “Need to Offer:” The Future of Embedded Financial Protection

  • The embedded finance boom and where insurance fits into the stack
  • Consumer research showing growing demand for one-stop financial ecosystems (with protection included)
  • How embedded offerings—when done right—don’t just create revenue but reduce churn and increase brand trust
  • What banks and credit unions can learn from the way tech platforms bundle value

Designing the Consumer Journey to Build the Next Generation of Trust

  • Meeting Gen Z and Millennial expectations with protection, education, and choice
  • Building trust through proactive value and seamless, cross-channel experiences
  • Moving from linear journeys to dynamic, data-driven engagement

Beyond the Balance Sheet: Protecting Wealth with Purpose

  • Serving 5 core needs related to finance (Pay, Save, Borrow, Invest, Protect)
  • Financial Wellness 2.0 goes beyond education to knowing what your customers need before they do—and delivering personalized support
  • How to identify protection gaps in even the most robust financial plans
  • The yet-to-be-realized competitive advantages of financial institutions
REQUEST ANDREA AS A SPEAKER FOR YOUR EVENT