[STREAMING VIDEO]
Marketing is undergoing rapid transformation—and Prudential is proving that AI can drive real, measurable impact. Meet the Prudential team and hear how a 150-year-old financial services leader reimagined its marketing function with AI—while navigating the challenges of regulation, scale, and culture change.
This session is not about theory or future speculation. It’s about how a leading financial institution used AI to improve customer engagement, accelerate content creation, and deliver measurable business results.
What you’ll learn:
- How Prudential built internal buy-in and addressed compliance concerns
- The AI use cases that delivered immediate value for marketers and customers
- How Prudential boosted speed to market by 70% and expanded creative team capacity by 40% through AI-infused workflows
Date: Thursday, November 13, 2025
Place: Fordham University | Gabelli School of Business
140 West 62nd Street | New York, NY 10023
Time: 5:00 pm – 7:00 pm
Before our programming officially starts, co-mingle with your fellow attendees from 5-6PM! Light bites and drinks will be provided.
BONUS: Attend this event and receive a $100 Gift Card from our Event Partner, Oleada
Moderator:
Patrick Vergara
Chief Operating Officer (COO) | Norm Ai
Patrick Vergara is the Chief Operating Officer (COO) at Norm Ai. Before joining Norm Ai, he was Co-founder, Head of Product, and COO at Alkymi, a New York–based technology company delivering AI-powered enterprise automation solutions to leading financial services firms.
Prior to Alkymi, Patrick was part of the founding team at Say Technologies, a regulatory technology company that developed a platform for broker-dealer compliance and is now part of Robinhood.
Before starting his technology career, Patrick worked as an attorney at Simpson Thacher & Bartlett LLP and other law firms. He is a member of the New York Bar and holds a law degree from Stanford University, as well as undergraduate and master’s degrees from Yale University.
Speakers:
Lilly Raymond
VP, Head of Marketing Strategy, MarTech and Operations | Prudential Financia
Lilly Raymond is an enterprise marketing and digital transformation leader who applies AI, data, and technology to redefine how brands connect with customers and drive growth.
As VP, Head of Marketing Strategy, MarTech and Operations at Prudential Financial, she leads modern marketing strategy, MarTech and AI, creative, and marketing operations. She led AI adoption in marketing from pilot to enterprise scale, modernized the MarTech stack, and accelerated data-powered growth strategies that delivered 2 to 4x gains in engagement, conversion, and speed to market.
Previously, Lilly led product strategy and digital transformation at Bank of America as SVP, Head of Savings, CD, and IRA Products and as Enterprise Digital Marketing Executive. She has also held leadership roles at Duke Energy, FICO, and Thales Digital Identity and Security.
A frequent industry speaker, Lilly shares practical playbooks for AI-enabled marketing and MarTech. She shares her experience as an adjunct marketing professor at UNC Charlotte, mentoring future leaders in the evolving world of technology-driven marketing.
Ashley Cheretes
Director, Generative AI | Prudential Financial
Ashley Cheretes, a passionate performance marketer with a love for innovative technology, has dedicated the past 17 years to building cutting-edge marketing and branding capabilities for some of the world’s most recognized brands. Her impressive portfolio includes Fortune 500® powerhouses like Cigna, ADP, Avis Budget Group, and now, Prudential.
As Prudential’s first Director of Generative AI, Ashley pioneers the strategy and implementation of Generative AI tools and technology, transforming customer experiences and redefining marketing strategies. Her groundbreaking work is setting new industry standards and unlocking unprecedented growth opportunities.
Prior to her current role, Ashley led recruitment marketing and digital acquisition strategies for Prudential Advisors. By combining innovative approaches with data-driven decisions, she achieved significant improvements in advisor recruitment and customer acquisition. Ashley’s career is marked by a unique blend of strategy, creativity, analytical thinking, and technical know-how, enabling her to consistently deliver standout results.
Registration closes at 8PM EST on Monday, November 10th.
If you have questions email [email protected]
Thank you to our Event Sponsor:
Thank you to our Sponsor:
