DAN BONANO

Speaker Profiles

Innovation In Banking Blog Cover

Vice President, bank channel strategy

Dan Bonano

A collaborative, purpose-driven leader who helps banks build loyalty and engagement through innovative insurance solutions.

Dan Bonano is Vice President of Bank Channel Strategy at Franklin Madison, where he merges over two three decades of industry experience—from roles at SS&C Technologies, NCR Intrafi, and Bancsource—with a passion for helping banks utilize protection solutions to increase customer engagement, retain customers, and unlock new recurring streams of non-interest income. A recognized industry leader, he serves on the BISA and FIIC leadership boards and frequently shares insights on bank-channel marketing, direct mail engagement, and strategic partnerships at top conferences.

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Signature Topics

Protect and Prosper: Expanding Your Bank’s Role in Customers’ 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

Why Protection is the New Pillar of Consumer Engagement

  • Shifting consumer expectations—especially post-pandemic and among Gen Z/Millennials
  • Growing demand for holistic financial care, from protection to empowerment
  • How value (not just convenience) drives loyalty across industries

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 a 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
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