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New York, NY—March 11, 2015—Gramercy Institute announced today its 2015 roster of “The Most Valued Partners in Financial Marketing.”  Based in New York, Gramercy Institute is a leading think-tank for senior marketers from major financial firms around the world.


“Today, the need for financial marketers to engage with true strategic partners has never been more pronounced,” explains Bill Wreaks, CEO & Chief Analyst of the Gramercy Institute. “Marketing is far more complex for financial firms than ever before.  To get the job done, financial marketers are relying on an increasing amount of strategic partner relationships.  This said, understanding which partners “talk the talk” and which ones actually provide true value through partnership can make all the difference to the marketing success of a financial brand.” Wreaks adds, “Financial marketers are not looking for vendors.  They are looking for partners.”  Wreaks points out that this “20 Most Valuable Partners in Financial Marketing” honor is designed to bring attention to those industry partner firms that are doing things right—in hopes that they might inspire others such firms.


Gramercy Institute’s 2015 Most Valuable Partners in Financial Marketing


  • EverFi

  • Financial Times

  • Havas Worldwide

  • HNW Inc.

  • Hoffman and Partners

  • Imprint, a Sullivan Content Lab

  • InvestingChannel

  • Madison Logic

  • Quattro Direct

  • Ready Set Rocket

  • Reuters

  • Rocket Fuel, Inc.

  • Salesforce Marketing Cloud

  • SmartBrief

  • Sullivan

  • Taboola

  • The Media Kitchen

  • The Ward Group

  • Trafficbuyer Digital

  • Wilde Agency

  • Yext, Inc.


The “20 Most Valuable Partners in Financial Marketing” roster was determined by an extensive assessment process.  First, all candidate firms were nominated by a client from a financial brand who was either currently, or had at one time, worked with the nominated partner.  Nominators provided an assessment of each nominee’s value to the financial firm’s marketing success, its innovation, its customer support levels, and its ability to delivery on expectations, etc.  Essays written by nominators were then evaluated and graded by an independent panel of six judges. The judges, blindly, scored two essays for each nomination.  Nomination essays were written by nominators on the topics of both client commitment of the nominee and value delivered by the nominee.


Judges for the 2015 “Most Valuable Partners in Financial Marketing” included:


  • Louis Cohen, SVP, Head of Search, Affiliate Marketing & Lead Generation, Citi

  • Marty Dauer, Chief Marketing Officer, Duff & Phelps

  • Rich Smith, CMO, Ditech Mortgage Corp.

  • Anthony Vitalone, Head, Digital Mktg & Social Media, Deutsche Bank - Asset & Wealth Management

  • John Von Brachel, Director of Content Development & Delivery, Merrill Lynch, Bank of America

  • Jeffrey Wilson, SVP, Marketing & Communications, GE Capital


The Gramercy Institute will honor the work and commitment of its “20 Most Valuable Partners in Financial Marketing” at its Gramercy Financial Marketers’ Forum NYC which takes place on Thursday, March 26 2015 at Thomson Reuters 30th floor Auditorium.  More information on tickets to attend this forum and award ceremony.



About The Gramercy Institute:

Based in New York, the Gramercy Institute is a leading global network for senior marketers from the world’s leading financial institutions. Its member firms include 33 of the world’s leading financial institutions.  Its network spans a financial marketing community of over 5,000 industry professionals, worldwide.  GI hosts an annual calendar of over twenty-two conferences, summits, forums and award shows each year in leading financial hubs worldwide including Boston, Chicago, Hong Kong, London, New York, Philadelphia, San Francisco and Toronto.


The mission of the Gramercy Institute is “to provide insight and information to senior marketers from the world’s leading financial brand while honoring and sharing the industry’s very best practices.”


Founded in 2002, The Gramercy Institute also provides research, analysis and consulting to the world’s top financial brands. The Gramercy Institute is led by Chief Executive Officer Bill Wreaks.  Wreaks is seasoned executive with over twenty-five years of experience servicing the marketing needs of the world’s leading financial brands.  Gramercy Institute also awards excellence in financial marketing strategy through its “Gramercy Financial Marketing Strategy Awards” and each year honors its “20 Rising Stars in Financial Marketing.”


The 20 Most Valuable Partners in Financial Marketing will be awarded on the morning of March 26th, 2015 at a special ceremony as part of Gramercy Forum: NYC.  The forum takes place at the at Thomson Reuters’ 30th Floor Auditorium, 3 Times Square, New York.



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