Marketing Operations: Workflow Strategies that Work

Lilly Raymond is a seasoned financial services marketing executive with over two decades of experience. At Prudential Financial, she leads the Marketing Technology, Creative, and Operations teams, focusing on the seamless integration of data, technology, and creative to create innovative, performance-driven customer experiences.

Previously, Lilly held leadership roles at Bank of America, including SVP, Head of Savings, CD, and IRA Products, and SVP, Enterprise Digital Marketing Executive. Her extensive background in strategic marketing, product management, digital marketing, and digital transformation has been further enriched by senior roles at Duke Energy Corporation, Thales Digital Identity and Security, and Fair Isaac Corporation (FICO).

Lilly earned her BA in Economics from Carnegie Mellon University and an MBA from the University of Pittsburgh. She also shares her expertise as an adjunct marketing professor at the University of North Carolina, Charlotte, where she mentors and inspires the next generation of marketing leaders.

Franchesca Maddalena-Napp is the Head of Solutions Marketing at UBS with over 25 years of Financial Services experience. Franchesca previously led the Investment and Pension Solutions (IPS) marketing team at Prudential, where she was responsible for the Pension Risk Transfer, International Reinsurance, Medical Risk Transfer, Structured Settlements and Stable Value marketing strategy within Prudential. Previously she held marketing leadership roles at AB (AllianceBernstein), PIMCO and Goldman Sachs.

Throughout her career, Franchesca has been responsible for connecting with audiences ranging from Institutional to Intermediary to consumer, from very affluent to the average American worker/retiree and everything in between. Franchesca has held several leadership positions partnering with several different business units including Sales, Key Accounts, and Product and started her career as a copywriter.

In three words, Franchesca’s passion is creativity, innovation and community. Franchesca holds a bachelor’s degree in English Literature and Photojournalism from New York University. Franchesca is happiest traveling with her husband and her (very active) twin boys.

Franchesca Maddalena-Napp is Executive Director, Head of Solutions Marketing, at UBS, which she joined in 2021.

Clare leads the Marketing effort at Easterly Asset Management, driving the organization’s marketing strategy and execution as well as sales enablement. Prior to joining Easterly, Clare was an Optimization and Governance lead at Franklin Templeton and spent nearly a decade with Manulife Investment Management building out the Marketing Operations function, a global, multi-vehicle collateral production team. She had also spent time at State Street Global Advisors, leading the Custom Media Group. Previously, Clare managed the local advertising program for Morgan Stanley Dean Witter’s US retail sales force in New York, NY, followed by an enterprise-wide initiatives role at Putnam Investments.
 
Clare received her B.S. and M.B.A. in International Business from Wagner College. During the winter months, she has coached skiing at Killington Resort in Vermont for almost two decades.

Murray Joslin spearheads the Creative and Business Solutions team and is responsible for client delivery across a spectrum of creative, marketing, and business research services. As a key executive at Integreon, Murray guides global strategy, product development, technology integration and growth.

Murray has over 20 years of experience in client acquisition, operational transformation, and technology implementation across global financial services, consulting, legal and major corporate sectors. In addition to Integreon, he has held executive roles at RR Donnelley, Bowne and Williams Lea along with various charity and community boards.

Murray holds a B.S. in Entrepreneurial Studies from the University of Southern California and completed the Executive Program at Stanford University’s Advanced Management College. He is also a member of the ALM Consulting Magazine Advisory Board.