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• Gordon Abel, Chief Marketing Officer, Dynasty Financial Partners

• Daniel Alloca, Global Head, Brand & Demand Generation, TIAA

• Christine Bacon, SVP, Head of Marketing, Northern Trust Corporation

• Isabella Conenna, SVP Brand Management & Executive Creative Director, Bessemer Trust

• Bonnie DiJoseph, Senior Manager, Head, Retail Content Strategy, Vanguard

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

• TJ Givens, Commercial Banking Marketing Manager, M&T Bank

• Jacqueline Kearns, Chief Brand Officer, Affinity Federal Credit Union

•Tom McEntee, Chief Marketing Officer, NBT Bancorp

• Mitch Rose, Vice President, Digital Strategy—Content, JP Morgan

• Caulleen Worrell, Vice President, Compliance & Marketing Strategy, Morgan Stanley

• Elizabeth Zeller Montgomery, Director, Marketing Communications, FTSE Russell

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Gramercy Institute has always held that banking is a distinct area within financial services. Therefore its marketing is unique. With this in mind, Gramercy Institute invites the world’s leading banks and credit union to enter their very best marketing work in this important marketing award program.


This program exclusively evaluates banking and credit union marketing work according to creative excellence, media planning, marketing strategy, experiential marketing, public relations and other benchmarks of bank and credit union marketing success.


If you believe your bank or credit union marketing work is among the best in the world, we invite you to enter 2021 Gramercy Institute Banking and Credit Union Marketing Awards.


Any company (agency, publisher, financial firm, marketing services provider) that has conceived and/or executed marketing within the past 18 months for the benefit of a financial institution (corporate entries are also accepted). This includes:


Banks & Credit Unions marketing

products or services


Media companies/publishers

Marketing service providers to financial firms

  Public Relations / Communications Firms


Thursday, December 10, 2020 

($325 USD per entry)

Judging will be carried out by a panel of financial services marketing leaders from the world’s top financial, media and marketing brands. Individual judges’ scores will be averaged together to determine category winners. Entrants will be notified on the status of their entry (winning or not winning)

on or about January 2, 2021, via email.




A congratulatory roster of categories and winners will be published and distributed to Gramercy Institute’s global financial marketing community in

early-January 2021.


​Shortly thereafter (and with the input from each winner), Gramercy Institute will publish a detailed communication on "2021: Excellence in Banking and Credit Union Marketing" to GI's global financial marketing community that includes brief description of each winning entry along with key facts and photo from

each award-winning team. 


Each award winning team will receive a trophy/plaque.


​Gramercy Institute will produce a special "Excellence in Banking and Credit Union Marketing" Webinar in January 2021 offered to Gramercy Institute's global financial marketing community that will congratulate all award winners on their entries and feature (live) the marketing insights of winners.


​This webinar will be recorded and distributed to all award winners for further social distribution by each winner.



Based in New York, the Gramercy Institute is the world’s leading network for senior marketers from the leading and most innovative financial institutions. Recently, Gramercy Institute has received great praise from the financial marketing community for its immediate and valuable virtual programming response in the face of the current global pandemic, launching such programs as “Financial Marketer TV” to keep the financial services marketing community connected on a regular basis.


Founded in 2002, Gramercy Institute hosts numerous 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 and has always been “to provide insight and information to senior marketers from the world’s leading financial brands while honoring and sharing the industry’s very best practices.” The Gramercy Institute also provides research, analysis and consulting to the world’s top financial brands. The Gramercy Institute is led by CEO & Chief Analyst, Bill Wreaks. Wreaks is seasoned executive with over twenty-five years of experience servicing the marketing needs of the world’s leading financial brands.


The following brands have actively participated in Gramercy Institute programming in the last twelve months: Aon, Aberdeen Asset Management, AFLAC, Alianz, Ameriprise Financial, Bank of America, Bank of New York, Bank of The West, Barclays, BlackRock, BMO Capital Markets, Breckinridge Capital Advisors, Brown Brothers Harriman, Calamos, Capital One, CFA Institute,  Charles Schwab, Citizens Bank, CIBC, Citi, CIT Group, CME Group, Columbia Threadneedle Investments, Credit Suisse, Deutsche Bank, Direxion Funds, Discover Financial, Ditech Financial, Duff & Phelps, E*TRADE, Eaton Vance, NYSE, Fidelity, Fisher Investments, FS Investors, Frannie Mae, Frankln Tempelton, FutureAdvisor, FXCM, Gain Capital (Forex), Goldman Sachs, HSBC, ING, ING Direct, Intuit, Janus Capital, John Hancock, JPMorgan Chase, Liberty Mutual, Lincoln Financial, Kabbage, Lending Tree, LifeLock, LPL Financial, McQuarie Group, Mass Mutual, Manulife,  Mellon Capital, MetLife, Morgan Stanley, NASDAQ, Natixis Global Asset Management, New York Life, Northern Trust, Nuveen, OppenheimerFunds, PayPal, Pensco, Pershing, Personal Capital, PIMCO, PriceWaterhouseCoopers, Putnam Investments, Royal Bank of Canada, Russell Investments, Sallie Mae, Scotiabank, State Street Global Advisors (SSGA), SWIFT, TD Ameritrade, TD Bank, Guardian Life, The Hartford, Thomson Reuters, TIAA, UBS, US Trust, Vanguard, VanEck, Visa, Wells Fargo and other leading financial brands.

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