ERIN ALLEN

Speaker Profiles

Vice president, insurance strategy and Distribution

Erin Allen

A dynamic, insightful speaker who shares proven tactics backed by real-world experience.

Erin Allen is Vice President of Insurance Strategy and Distribution at Franklin Madison, where she leads data-driven strategies that deepen customer engagement and boost revenue. With over 25 years in financial services—including senior roles at BALANCE, Marquis, and California Credit Union—she combines a law degree (JD), education credentials, and a CUDE™ certification to integrate industry knowledge with creative growth initiatives.

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Signature Topics

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
Rethinking loyalty through purpose-driven offerings, not points programs
The future of engagement isn’t more marketing—it’s more meaning. Financial institutions that connect with consumers will win long-term trust

Using Data to Drive Deeper Consumer Connections

The evolution of data-driven marketing and the growing importance of micro-segmentation
How banks and credit unions can use behavioral signals and predictive insights to build campaigns that feel personal—even at scale
Metrics that matter: what financial institutions should really be measuring with engagement (hint: it’s not just clicks)
Personalization isn’t about using someone’s name in an email. It’s about anticipating needs—and delivering timely, relevant value before your competitor does

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, Serve, 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

Why First-Party Data is the New Foundation of Growth

The future of growth isn’t just more acquisition—it’s deeper activation. Financial institutions that know their customers and act in real time will drive stronger, longer-lasting relationships

Moving beyond email lists to build richer first-party data foundations—using customer data platforms, smarter digital experiences, and real-time marketing automation
Treating marketing as part of the customer journey—driving tighter collaboration between marketing, product, and digital teams
How experience (not just acquisition) drives loyalty
Rethinking success through activation and lifetime value—activation rates, engagement scores, and consumer lifetime value as true indicators of growth

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