2018 JUDGES

  • Renee Baker, Chief Marketing Officer, Carillon Tower Advisers

  • Debra Bar, Head of Marketing, Bank Leumi

  • Jeffrey Beck, AVP, Strategy & Marketing, TD Direct Investing

  • David Blackburn, Head, Digital Marketing, DTCC

  • Martha Brown, Director, Brand & Mktg Communications, Americas, Tax, EY

  • Sue Burton, SVP, Enterprise Mktg & Environment Social Governance, Bank of America

  • Andrew Ceccon, Executive Director, Marketing, FS Investments

  • Bonnie Cruice, Senior Creative Advertising Strategist, Vanguard

  • Marty Dauer, Chief Marketing Officer, Duff & Phelps

  • Matt Dunn, EVP, Head of Digital, PIMCO

  • Robert Elias, Corporate VP, Digital Marketing & Customer Acquisition, New York Life Insurance Co.

  • Jon Ellenberg, SVP, Brand Marketing, Global Wealth & Investment Mgmnt, Bank of America

  • Jason Farago, Insurance Asset Management Marketing, Deutsche Asset Management

  • Munir Haddad, Founder & CEO, Kiosk

  • Kim Hanson, Director, US Marketing, BMO Capital Markets

  • Jaime Kalfus, Managing Director, Global Head of Brand Experience, J.P. Morgan Asset Management

  • Jennifer Lindauer, SVP, Director of US Advertising & Marketing, Global Consumer Marketing, Citi

  • Grace Mistry, Director of Marketing, Retail Investments and BMO Global Asset Management, BMO Financial Group

  • Bob Mirales, SVP, Content Marketing, Bank of America

  • Beth Oporto, Managing Director, NYSE

  • Kevin Press, AVP, Market Insights, Sun Life Financial

  • Hunter Ricks, Manager, Content Marketing & Social Media, Lincoln Financial

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

  • Laurent Roy, Creative Director, TD Bank Group

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

  • Maryanne Sheehan, Director, Marketing & Communications, RBC Global Asset Management

  • Nicole Straub, Vice President, Student Loan Marketing & Product Management, Discover Financial Services

  • Bryan VanDyke, Managing Director & Head of Digital, Morgan Stanley

  • Paul Zettl, Head of Product & Office Management, T. Rowe Price

13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

15th Annual Gramercy Institute Financial Marketing Strategy Awards

 

Gramercy Institute is pleased to announce its roster of winners for its 15th Annual Gramercy Institute Financial Marketing Strategy Awards & Forum:

 

 

BEST-OF-SHOW

Horizons ETFs

World's First Marijuana ETF

BEST-OF-CATEGORY

Domestic/Single Country

Horizons ETFs

World's First Marijuana ETF

 

BEST-OF-CATEGORY

Global/Single Country

UBS 

Partners: Alpha Grid, FT, Spark Foundry

FT Transact / The Future of Capital

 

BEST-OF-CATEGORY

Focus Category

J.P. Morgan Asset Management

Under The Influence

BEST STRATEGY: DOMESTIC & SINGLE COUNTRY

 

ASSET MANAGEMENT
Business-to-Business
OppenheimerFunds
Partners: McCann XBC, Havas Media

Challenge The Index


ASSET MANAGEMENT
Business-to-Consumer
Janus Henderson Investors
Three Tiers of Retirement Income

 

ASSET MANAGEMENT (TIE)
Business-to-Intermediary
Eaton Vance Distributors
Monthly Market Monitor

 

HartfordFunds
Partners: BouchezPage
Human-Centric Investing

 

BROKERAGE
Business-to-Consumer
TradeStation
Partners: DiMassimo Goldstein

2017 Brand Refresh


BROKERAGE
Business-to-Intermediary
Pershing, a BNY Mellon Company
New Client Communications Platform

 

CORPORATE
Business-to-Business
The Bank of New York Mellon (BNY Mellon)
Invested in Pittsburgh


CORPORATE
Business-to-Consumer
Horizons ETFs
World's First Marijuana ETF

 

CORPORATE
Business-to-Intermediary
Wells Fargo Asset Management 
Millennials, Money and Happiness


ESG INVESTMENTS

Aberdeen Standard Investments

Partner: Alpha Grid 

Impact Investing

 

GENERAL FINANCIAL
Business-to-Business
Pershing, a BNY Mellon Company 
C-Suite Engagement

 

GENERAL FINANCIAL

Business-to-Consumer

Sullivan Bruyette Speros & Blayney
Partner: SeismicContent Personalization

 

INSURANCE
AIG
Partner: MERGE Boston
Cybersecure Your World


INVESTMENT BANKING
BMO Capital Markets
Hospital Makeover

 

LENDING PLATFORMS
Sallie Mae Bank
Partner: Sallie Mae

Knowledge for College Tour


MEDIA PRODUCT MARKETING
LinkedIn Marketing Solutions
Partner: Editions Financial

Currency of Trust
 

PROFESSIONAL TOOLS
Bank of America Merrill Lynch
New Advisor Website Rollout Srategy

 

RETAIL BANKING
Business-to-Business
Beneficial Bank
Partner: BouchezPage

True to It's Name
 

RETAIL BANKING

Affinity Federal Credit Union
Partner: DiMassimo Goldstein
A Community Connected


WEALTH MANAGEMENT
Business-to-Business 
Central Park Group
Education Before Assets
 

WEALTH MANAGEMENT
Business-to-Consumer
U.S. Trust
Partner: Bank of America 

Bloomberg Partnership with Art Alignment

 

BEST STRATEGY: GLOBAL & MULTI-COUNTRY 

 

ASSET MANAGEMENT
Business-to-Business
Bank of America Merrill Lynch
Are You Prepared for the New Reality?

 
ASSET MANAGEMENT
Business-to-Consumer
Invesco Ltd.
Global Fixed Income Study 

 

ASSET MANAGEMENT
Business-to-Intermediary
BNY Mellon Investment Management
Partner: Deardorff Associates

Time to Own the World 


CORPORATE
UBS 
Partners: Alpha Grid, FT, Spark Foundry

FT Transact / The Future of Capital

 

ESG INVESTMENTS
Rockefeller & Co.
Partner: Vested

Rockefeller Insights

 

FINANCIAL EXCHANGES
Cboe
Partner: Fusion92

Cboe Global Brand Launch
 

GENERAL FINANCIAL
Business-to-Business
CFA Institute
Let's Measure Up
 

GENERAL FINANCIAL
Business-to-Consumer
Nadex, Tradestation
Partner: InvestingChannel

Cryptocurrency Investor Targeting Solution
 

GENERAL FINANCIAL
Business-to-Intermediary
Morningstar
Leveraging European Regulatory Changes
 

INVESTMENT BANKING
BMO Capital Markets
Bull Case. Base Case. Bear Case
 

RETIREMENT
Brandes Investment Partners, LP
Partner: Seismic

Maximum Efficiency

BEST STRATEGY: FOCUS AWARDS

 

BRANDING
Calvert Research and Management
Partner: Eaton Vance

Responsible Investing

 
CONTENT MARKETING
Fidelity 
Partner: NewsCred

My Money
 

DIGITAL INTEGRATION
Carillon Tower Advisers
Tower Rising
 

INTERNAL MARKETING
BMO Global Asset Management
THRIVE Acquisition Program
 

METRICS & OPTIMIZATION
TaxSlayer
refundNOW
 

MOBILE/TAB/APP
T. Rowe Price
Partner: Imprint

Insights Program

 

PERSONALIZATION

OppenheimerFunds

Partner: Idio

1:1 Digital Experience

 

PUBLIC RELATIONS
Janus Henderson Investors
Knowledge. Shared

 

PUBLISHING

Invesco Ltd.
Risk & Reward
 

SOCIAL MEDIA
Bank of Montreal
Wake Up Your Money
 

VIDEO
J.P. Morgan Asset Management
Under The Influence

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