13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY INSTITUTE IS PLEASED TO ANNOUNCE WINNERS FOR ITS 2021
FINANCIAL CONTENT MARKETING AWARDS
Content-as-marketing has proven to be a highly-effective and extremely-efficient means for financial marketers to connect in meaningful ways with core target audiences. The result: content marketing has become a significant plank in nearly every financial marketing platform. This award was established to recognize excellence & achievement in FINANCIAL CONTENT MARKETING.
Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.
SINGLE-COUNTRY AWARDS
Asset Management (B-to-B)
Breckinridge Capital Advisors
“Brand Awareness Digital Content Marketing Campaign”
TIE: Asset Management (B-to-I)
Calvert Research and Management
“Calvert: ESG Leadership in a Tumultuous Year”
TIE: Asset Management (B-to-I)
State Street Global Advisors
AGENCY: Fundamental Media
“MDY Get UP Campaign”
Bank-Commercial Lending
AGENCY: EMI Strategic Marketing
Citizens Commercial Banking
“Citizens Commercial Banking M&A Outlook 2021”
Bank-Retail Services
Wells Fargo Bank
AGENCY: Imprint
“Wells Fargo Money Strategies”
Consumer Lending
(Mortgage, Home Equity, Auto)
PenFed Credit Union
"From Curious to Closing - 7 Steps to Home Ownership”
Corporate
Morgan Stanley
“Countdown to Mars Integrated Program”
Exchange (Currency)
BMO Financial Group
BMO Capital Markets
“Road to Recovery”
Insurance
Lincoln Financial Group
“Lincoln Financial Group--Defined Outcome Funds Core Client Guide”
Investment Banking
RBC and City National Bank
“Change a Life”
Miscellaneous Financial
Products & Services
Lincoln Financial Group
“Lincoln Financial Group’s Challenge Accepted Program”
Personal Investing
T. Rowe Price
AGENCY: Imprint
“T. Rowe Price Insights “
Retirement Services (B-to-C)
Mutual of America Financial Group
“Women and Retirement "A Retirement of Our Own"
Retirement Services (B-to-B)
BNY Mellon Investment Management
AGENCY: Editions Financial
“Turning Retirement Plan Professionals into Retirement Plan ARCHITECTS”
Treasury Services
Santander Commercial Banking
AGENCY: EMI Strategic Marketing
“Santander Treasury Essentials”
MULTI-COUNTRY AWARDS
(TIE): Asset Management (B-to-B)
Alger
“Content Marketing Program”
(TIE): Asset Management (B-to-B)
Janus Henderson Investors
“The Right Side of Disruption”
Asset Management (B-to-I)
State Street Global Advisors
AGENCY: EMI Strategic Marketing
“State Street Global Advisors Precision Gold Messaging”
Bank-Commercial Lending
BMO Financial Group
BMO Financial Group / BMO Harris Bank
“Brian Belski’s 2021 Outlook”
Corporate
Morgan Stanley
“Morgan Stanley at 85”
Exchange (Commodities)
CME Group
“New Open Markets”
Exchange (Currency)
BMO Financial Group
BMO Financial Group/ BMO Capital Markets /Asset Management
“COVID 19: Navigating the Pandemic”
Exchange (Equities)
London Stock Exchange
“ESG at the Heart of Investment Strategies”
Investment Banking (B-to-B)
Barclays Investment Bank
"Themes Strategy”
Investment Banking (B-to-C)
CFA Institute
“The Future of Work in Investment Management”
Miscellaneous Financial Products & Services
SEI
SEI Investment Manager Services
AGENCY: Carpenter Group
“The Exponential Pull of Innovation”
Wealth Management
Morgan Stanley
“Women Without Limits”
Join Us
Trophies will be presented to winning teams at the Gramercy forum (agenda below) & award presentation event. Best of Category and Best of Show awards to be announced at this event as well. For tickets and/or branded tables for winning teams, please use links below. Space is very limited. We encourage teams to reserve tickets and tables promptly.
Event Date: Thursday October 28th 2021 (8:00AM-12:30PM)
includes breakfast, breaks & moderated program.
Location: 3 West Club | 3 West 51st Street, New York, NY 10019
COVID-19 PROTOCOL
Only COVID-19 vaccinated people may attend this event
Attendees will be required to show a copy of the vaccine card prior to entering the forum along with valid photo ID.
Acceptable forms of vaccination proof are:
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NYS Excelsior Pass
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NYC COVID Safe Pass
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Physical Vaccine Card
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Proof may be a photocopy, a picture on a phone, or the physical card itself.
Accepted Vaccines:
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Pfizer
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Moderna
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Johnson & Johnson
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AstraZeneca
JUDGES
Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.
Diane Anderson, Chief Marketing Officer, ProShares
Mary Athridge,
Strategic Communications Consultant
Bernadette Bridy, Head, Product Marketing, FS Investments
Dana Caragine, Marketing Director,
Golub Capital
Mary Cusick, VP, Marketing,
TIAA Financial Services
Matthew Doubleday,
Cate Downes, Director, Marketing & Brand, Duff & Phelps
Joseph DeRoss, Executive Director, Head of Field Marketing,
Morgan Stanley
Jon Ellenberg, SVP, Strategic Marketing Executive, UHNW,
Bank of America
Elena French, SVP, Corp. Marketing, Communications & Brand,
Lincoln Financial
Lisa Fulks, Digital Marketing Director,
Ally Financial
Staphanie Gardina, VP, Strategic Marketing, Natixis
Andrew Goldman (former), Head, Institutional Marketing & Engagement, TIAA
David Goodsell, Executive Director,
Center for Investor Insight,
Natixis Investment Managers
Gail Gross, Director,
Head of Private Wealth Mgmnt Marketing,
Merrill Lynch
Lisa Grossman, Global Head,
Marketing, Wealth,
Broadridge
Ted Gullo, Director & Group Manager, Global Marketing,
BNY Mellon/Pershing
Bob Hermann, Chief Executive Officer,
Eqis Capital Management
Allison Hoff, Senior Marketing & Communications Manager,
Morningstar-Canada
Jacob Howard, Director, Marketing, Deutsche Bank
Lynda Koster, Co-Founder &
Managing Partner,
Growthential
Claire Kurmel, Head of Marketing Strategy, Parnassus Investments
Charlotte Lamb, Consultant,
BNY Mellon Investment Management
Julie McCoy, Associate Director,
Demand Generation,
Moody’s
Jennifer McKinley, Director,
Institutional Product Marketing,
Invesco
Olympia Moukas, VP, Head,
Annuity Marketing,
TIAA
Gloria Nelson, VP Marketing
Strategy & Communications,
Janney Montgomery Scott
Andy O’Rourke, Chief Marketing Officer, Direxion
Stephen Owen, Chief Retail &
Marketing Officer,
First Tech Federal Credit Union
Leonor Palao, VP, Global Brand,
J.P. Morgan Asset Management
Debra Probst, First VP, Head,
International Marketing,
PGIM Investments
Kim Rosenblum, Chief Marketing Officer, Betterment
Joseph Sancio, Senior Marketing Manager, Yieldstreet
Maryanne Sheehan, Director,
Marketing & Communications,
RBC Global Asset Management
Tess Skoller, Associate Brand &
Advertising Manager,
MFS Investment Management
Simone Soomi Kim, VP,
Digital Channels & Marketing,
Mizuho
Rob Stewart, Director,
Invesco QQQ Marketing,
Invesco
Becky Smith, EVP, Chief Strategy & Marketing Officer,
SECU
Marsha Toomey, Senior Manager,
Global Marketing, Financial Services,
KPMG
Kara Valentine, Chief Marketing Officer, Cary Street Partners
Kelly O’Brien Vives,
Head of Marketing (CMO),
Wells Fargo Asset Management
Laura White, Vice President, Marketing, Voya
Brie Williams, VP, Head,
Practice Management,
SPDR Exchange Traded Funds
Join Us
Trophies will be presented to winning teams at the Gramercy forum (agenda below) & award presentation event. Best of Category and Best of Show awards to be announced at this event as well. For tickets and/or branded tables for winning teams, please use links below. Space is very limited. We encourage teams to reserve tickets and tables promptly.
Event Date: Thursday October 28th 2021 (8:00AM-12:30PM)
includes breakfast, breaks & moderated program.
Location: 3 West Club | 3 West 51st Street, New York, NY 10019
For questions about sponsorship please contact Bill Wreaks
Awards will be presented to winning teams at the Gramercy forum & award presentation event in NYC on the morning of Thursday, October 28 2021.
Gramercy Institute’s Financial Marketers’
Forum & Award Presentation
CONTENT, CONTENT, CONTENT! FINANCIAL SERVICES MARKETING IN 2021
8:00 BREAKFAST IS SERVED
8:30 OPENING REMARKS: Welcome Back. Now What?
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:45 RESEARCH PRESENTATION: Content Marketing: Best Practices in Financial Services
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Presented by Gramercy Institute
9:00. PANEL: Financial Content Marketing's Most Effective Distribution Strategies
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Kim Hughes, VP, Strategic Marketing Communications, Mutual of America Financial Group
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Rachel Tuffney, EVP, US Operations, Dianomi
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Anthony Vitalone, Head of Global Digital & Marketing Operations, Van Eck Associates Corporation
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Stephanie Waters, Director, Account Based Marketing, London Stock Exchange Group (LSEG)
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Catherine Weigel, VP, Content, Proshares
9:40 PRESENTATION: A New Content World
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
10:00 AWARD PRESENTATION: Gramercy Institute 2021 Banking & Credit Union Marketing Awards
10:20 BREAK: Coffee, Refreshments & Conversation
10:50 PANEL: Metrics of Success in Financial Content Marketing
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Theo Casey, Managing Director, Marketcolor
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Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management
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Mike Goldberg, Global Director, Content Marketing, CFA Institute
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Kim Hanson, Managing Director, Head, Thought Leadership Content, BMO Financial Group
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Cindy Lindenbaum, VP Audience Experience & Loyalty Marketing, Morgan Stanley
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Stephanie Linker, Head, Retirement Marketing, BlackRock
11:30 PANEL: The Message Matters: Crafting The Right Content in Financial
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Jason Farago, Global Head, Insurance Asset Management Marketing & Communications, DWS Group
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Kevin Hearn, Director of Strategy, Editions Financial
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Joan Khoury, Managing Director & Chief Marketing Officer, Oppenheimer & Co.
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Mitch Rose, VP, Digital Strategy-Content, JP Morgan
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Matt Slivinski, Director, Marketing & Brand, Barclays Investment Bank
12:10 AWARD PRESENTATION: Gramercy Institute 2021 Financial Content Marketing Awards
12:30 CLOSING REMARKS
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute