DAWN GOLDBACHER

Speaker Profiles

Innovation In Banking Blog Cover

GROUP VICE PRESIDENT, MARKET STRATEGY and Growth

Dawn Goldbacher, PMP®, CLU®, ChFC®

A strategic leader and energetic speaker helping organizations grow smarter and lead with confidence.

Dawn Goldbacher is Group Vice President of Market Strategy and Growth at Franklin Madison, where she leverages over 25 years of banking and insurance experience—including leadership at Prudential—to develop data-driven engagement strategies. A frequent speaker and advocate, Dawn leads discussions on consumer experience at events like BISA and Insurtech Insights. Dawn empowers organizations to compete differently and win in changing markets by connecting the dots between business priorities and market opportunities. 

INVITE DAWN TO SPEAK AT YOUR EVENT

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

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 a Purpose

  • Serving 5 core needs related to finance (Pay, Save, Borrow, Invest, Protect)
  • Adopting Financial Wellness 2.0, which goes beyond education to knowing what your customers need before they do—and delivering personalized support
  • The yet-to-be-realized competitive advantages of financial institutions
REQUEST DAWN AS A SPEAKER FOR YOUR EVENT