13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

 

 2017 JUDGES

  • Charlie Armstrong, SVP, Branding & Communications, Manulife

  • Debra Bar, Head of Marketing, Bank Leumi

  • David Blackburn, Head of Digital Marketing, DTCC

  • Peter Boland, Senior Vice President, Head of Brand, Charles Schwab

  • Mike Boush, SVP, E-Business & Chief Digital Officer, Discover Financial Services

  • Tammy Cash, EVP, Head of Marketing, Horizons Exchange Traded Funds

  • Marty Dauer, Chief Marketing Officer, Duff & Phelps

  • Mark  DiMassimo, Chief, DiMassimo Goldstein

  • Jon Ellenberg, SVP, Brand Marketing, Ultra High Net Worth Segment, Bank of America

  • Erkan Huseyin, Global Marketing Automation Strategist, Russell Investments

  • Claire Kurmel, Managing Director, Global Marketing, State Street Global Advisors

  • Terry Boyle McDougall, Head, U.S. Marketing, Global Asset Management, BMO Financial Group

  • Erin Meijer, Director, Thought Leadership & Content Strategy, Guardian Life

  • Chris Poe, Managing Director, Head of Brand Marketing, Hartford Funds

  • Mitch Rose, Director, Editor-in-Chief, Capital One Commercial Bank

  • Kara Segreto, Marketing & Communication Lead, Center for Next Gen Growth, Prudential

  • Anthony Vitalone, Head of Digital Marketing, VanEck

  • Sam Yount, Chief Marketing Officer, Lending Tree

  • Paul Zettl, Head of Integrated Marketing, T. Rowe Price

 

14th Annual Gramercy Institute Financial Marketing Strategy Awards

 

Gramercy Institute is pleased to announce its roster of winners for its 14th Annual Gramercy Institute Financial Marketing Strategy Awards & Forum:

 

 

BEST STRATEGY: DOMESTIC & SINGLE COUNTRY

 

ASSET MANAGEMENT 

Rockefeller & Co. (Fully Integrated)

Vested

 

BROKERAGE (TIE)

Charles Schwab (Why This Road)

 

Nerdwallet (Optimizing Native)

Dianomi Inc

 

COMMERCIAL BANKING

Lloyds Bank Commercial Banking (The Sterling Conference)

Alpha Grid, a Financial Times company

 

CONSUMER LENDING

Sallie Mae (Bridging the Dream)

DiMassimo Goldstein

 

CORPORATE

RBC Global Asset Management (RBC GAM) (Near Term/Long Term)

 

ETF

iShares by BlackRock (Global Investing Center)

Seeking Alpha

 

CONSULTING SERVICES

Viteos Fund Services (Women In Operations)

 

INSURANCE-LIFE & ANNUITY (B-to-C)

Athene (Discover My More)

Imprint

 

INSURANCE-LIFE & ANNUITY (B-to-I)

Lincoln Financial Group (Responsibility of Love)

 

INSURANCE-PROPERTY & CASUALTY

AIG (IoT with The NYTimes)

Partners & Simons

 

INVESTMENT BANKING

BMO Financial Group (Connect with BMO)

 

INVESTMENT FUNDS (B-to-C)

OppenheimerFunds (The Optimist Index)

 

INVESTMENT FUNDS (B-to-I)

Franklin Templeton Investments (ExactMatch)

InvestingChannel

 

MISC. CATEGORY (B-to-B)

Market Realist (Partner Insights w/ Boost)

 

MISC. CATEGORY (B-to-C)

Janus Capital Group (IRA Rollover)

 

RETAIL BANKING

Chase (Mastery 2.0)

Droga5

 

RETIREMENT (B-to-B)

BNY Mellon Investment Management (Brave Conversations)

Deardorff

 

RETIREMENT (B-to-C)

MassMutual Financial Group (Retirement Strategies)

Wilde Agency

 

ROBO-ADVISORY

BMO SmartFolio (#shouldhaveinvested)

 

TAX & ACCOUNTING SVCS MARKETING

Jackson Hewitt Tax Service (2016-2017 Tax Season)

DiMassimo Goldstein

 

BEST STRATEGY: GLOBAL & INTERNATIONAL

 

ASSET MANAGEMENT

Guggenhiem Partners (Goal 17 Partnership Space)

 

BROKERAGE

OANDA (Lead Strategy Program)

Fusion92

 

CORPORATE

Bank of America Merrill Lynch (2017 Outlook)

 

INVESTMENT BANKING

Barclays (Ideas Ignite Growth)

 

INSTITUTIONAL INVESTMENT

BNY Mellon (Invested in Our Legacy)

 

MISC. CATEGORY (B-TO-B)

BMO Capital Markets (Global Metals & Mining)

 

RESEARCH, INSIGHT & INDICES MARKETING

Morningstar Inc. (Sustainable Investing)

 

 

BEST STRATEGY: FOCUS AWARDS

 

BRANDING

Janus Capital Group (Janus Labs Rebrand/Restructure)

 

COLLATERAL (TIE)

Allianz (From manual to groundbreaking)

Seismic

 

Merrill Lynch (MMoD)

 

CONTENT MARKETING

T. Rowe Price (Insights Content Marketing)

Imprint

 

CUSTOMIZATION/PERSONALIZATION

TIAA

Seismic (Collateral Automation)

 

DIRECT MAIL MARKETING

Nationwide (Who's Your Boss)

Wilde Agency

 

EMAIL MARKETING

BNY Mellon’s Albridge (New AWR)
FiComm

 

EVENT MARKETING

Allianz Global Investors (Next generation fixed income)

 

INNOVATION

Rockland Trust (Value of Brand)

Mediastruction

 

INTERNAL MARKETING

FS Investments (Rebranding)

 

METRICS & OPTIMIZATION

Fidelity Custody & Clearing Solutions (FCCS Portrait Unit)

InvestingChannel

 

MOBILE & TABLET

AIG (Zumobi Partnership)

Partners & Simons

 

SEARCH MARKETING

TD Bank (New-to-Bank)

Media Experts

 

SOCIAL MARKETING

ditech (First Time Home Buyer)

Quattro

 

VIDEO

Eaton Vance (Custom Beta SMAs initiative)

fi creative

 

VIRAL MARKETING

Columbia Threadneedle Investments (How to build personas)

Wilde Agency

 

WEB SITE MARKETING

Wells Fargo Asset Management (DC Optics)

 

3 BEST OF SHOW RUNNERS-UP & 1 BEST OF SHOW AWARDS

 

To Be Announced At Gramercy Award Show & FORUM: NYC on March 30

 

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