13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

BMO Financial Group, M&T Bank & CFA Institute Each Win

“Best of Category” Awards

33 Category-Specific Content Marketing Awards Presented to Financial’s Leading Brands

On Monday, October 12, 2020.  The Gramercy Institute awarded 33 category-specific  “Gramercy Financial Content Marketing  Awards” to the world’s leading financial brands (and their agencies and partners) across a variety of categories for excellence in content marketing in the financial services category.  

 

In addition, three(3)  financial brands;  CFA Institute (“Earning Investors’ Trust), BMO Financial Group (“Jane’s Story”), M&T Bank (“Managing Through Challenging Times”), each received “Best of Category” awards for their entries within the “Global”  “International” and “Single-Country” categories, respectively.

 

The big winner of this important award competition, was Toronto-based BMO Financial Group.  This team of marketers won Gramercy Institute’s “Best of Show” award for its “Jane’s Story” entry.  Of  all briefs entered, this entry received the highest average score from Gramercy Institute’s panel of judges.

 

“Content marketing is emerging as one of the most prevalent, practical and authentic means for financial brands to express their value while building meaningful relationships with key

audiences, explains Bill Wreaks, CEO of Gramercy Institute.  Further, content-as-marketing has delivered special value to marketers and audiences alike during these socially-distant times

when  face-to-face communications have become severely limited.  These financial brands—and their partners—deserve special kudos for delivering real value to their own firms and to

audiences alike, especially during these unusual times.”

 

It should be noted that these “Best of” awards are truly acknowledging the “Best of the Best” as they achieved the highest point totals of all award winners, as determined by Gramercy Institute’s panel of judges.  This year, judges included: 

 

Berta Aldrich, Managing Director, Chief Marketing Officer, Private Advisor Group, Andrew Ceccone, Chief Marketing Officer, AXS Investments, Monica Elvira, VP, Retirement Advisor, Consultant, Pimco, Joy Falconer, Senior Marketing Manager,  M&T Bank, Andrew Goldman, Senior Director, Institutional Content & Engagement Marketing, TIAA, Kristie Helms, Director of Operational Marketing, Alliance Bernstein, Chris Hill, Global Head, Content, Aberdeen Standard Investments, Matt Ledoux, Founder & Creative Director, Captains of Content, Paul Leibowitz, Founder, Leibowitz Branding & Design, Amy Leith, Head, Global Markets & Research Marketing, Bank of America, Donna MacFarland, Founder & CEO, Accelerate Strategies,Bruce Morris, Chief Executive Officer, Tabb Group, Ed Nini, Global Head, Product Strategy, Principal Global Investors, Anthony Nygren, EVP, EMI Strategic Marketing, Andy O’Rourke, Chief Marketing Officer, Direxion Funds, Jennifer Orsi, Director, Editorial Content, Carillon Tower Advisers, Lou Rubin, President, OutGrowth Consulting, Joseph Sancio, Marketing Manager, YieldStreet, Richard Smith, Chief Marketing Officer, Jornaya, Beth Taylor, Director, Marketing, Putnam Investments, Cindy Volker, VP Product Strategy Mktg Comms, & Product Mgmnt, Broadridge Financial, and Catherine Weigel, Vice President, Content, ProShare Advisors

 

On behalf of this year’s Gramercy Institute Financial Content Marketing Award judges (see roster below), The Gramercy Institute is proud to announce the winners of the 2020 Gramercy Institute Financial Content Marketing Awards.

WINNERS: GRAMERCY INSTITUTE’S 2020 FINANCIAL CONTENT MARKETING AWARDS

WINNERS: GLOBAL CATEGORY

 

Accounting/Consulting

Thoughts on The Market Podcast

FINANCIAL BRAND:

Morgan Stanley

 

TIE

Asset Management (B-to-B)

Future of Trading

FINANCIAL BRAND: Refinitiv

 

TIE

Asset Management (B-to-B)

Risk & Reward

FINANCIAL BRAND:

Invesco, Ltd.

 

Asset Management (B-to-C)

Marching to a Million: The Millennial Journey to Retirement

FINANCIAL BRAND:

Janus Henderson Investors

 

Asset Management (B-to-I)

William Blair COVID-19 Crisis Communications

FINANCIAL BRAND:

William Blair

 

Brokerage

Future 2024- Megatrends

FINANCIAL BRAND: BNY Mellon Investment Management

 

Consumer Lending

DBL Crypto Investing eBook by Gate 39 Media

FINANCIAL BRAND: DrawBridge Lending / DBL Digital (DBL)

AGENCY/PARTNER:

Gate 39 Media

 

Corporate

Earning Investors' Trust

FINANCIAL BRAND:

CFA Institute

 

Exchange

Futuresfundamentals.org

FINANCIAL BRAND:

Futures Fundamentals

 

Investment Banking

COVID-19 Insights

FINANCIAL BRAND: BMO Financial Group/ BMO Capital Markets /Asset Management

 

Miscellaneous Financial

(B-to-B)

Sustainability Leaders: Ideas that make a difference.

FINANCIAL BRAND: BMO Financial Group / BMO Capital Markets / BMO Global Asset Management

 

Miscellaneous Financial

(B-to-C)

Access & Opportunity with Carla Harris

FINANCIAL BRAND:

Morgan Stanley

 

Wealth Management

(B-to-C)

Yieldstreet Webinar Series and Podcast (The Yield)

FINANCIAL BRAND: Yieldstreet

Wealth Management (B-to-I)

Morgan Stanley Wealth Management Investment Resource (WMIR) Materials

FINANCIAL BRAND:

Morgan Stanley

 

WINNERS: INTERNATIONAL/MULTI-COUNTRY CATEGORY

 

International Business-to-Business

Road to Recovery: Expert Conversations

FINANCIAL BRAND: BMO Financial Group

 

International Business-to-Consumer

Jane's Story

FINANCIAL BRAND: BMO Financial Group

 

International Business-to-Intermediary

Podcast Series   

FINANCIAL BRAND:

Janus Henderson Investors

  

WINNERS: SINGLE COUNTRY CATEGORY

 

Asset Management

State Street Global Advisors Liquidity Graphic

FINANCIAL BRAND: State Street Global Advisors

AGENCY/PARTNER: EMI Strategic Marketing

 

Brokerage

Cybersecurity and You

FINANCIAL BRAND: M&T Bank

 

Commercial Banking

Santander Business First Content Hub 3.0

FINANCIAL BRAND: Santander Business Banking

AGENCY/PARTNER: EMI Strategic Marketing

 

Commercial Lending

Cross Border Expertise In Action

FINANCIAL BRAND: BMO Financial Group

 

Consumer Lending

M&T Bank COVID-19 Webinars

FINANCIAL BRAND: M&T Bank

AGENCY/PARTNER: Imprint

 

Corporate

Morgan Stanley at Work Brand Launch Campaign

FINANCIAL BRAND: Morgan Stanley

 

Investment Banking

Citizens Commercial Banking M&A Outlook 2020

FINANCIAL BRAND: Citizens Commercial Banking

AGENCY/PARTNER: EMI Strategic Marketing

 

Insurance

Annuities Explained

FINANCIAL BRAND: Annuity.org

 

Miscellaneous (B-to-B)

M&T Commercial Banking - Managing Through Challenging Times Series

FINANCIAL BRAND: M&T Bank

 

Miscellaneous (B-to-C)

Fund Your Vision

FINANCIAL BRAND: iShares by BlackRock

AGENCY/PARTNER: The Wall Street Journal | Barron’s Group Custom Content

 

Personal Investing

Market Volatility Insights & Guidance

FINANCIAL BRAND: Wells Fargo - Wealth and Investment Management

 

Retail Banking

Mortgage Forbearance Assistance

FINANCIAL BRAND: M&T Bank

 

Retirement

T. Rowe Price Insights

FINANCIAL BRAND: T. Rowe Price

AGENCY/PARTNER: Imprint

 

TIE

Wealth Management (B-to-C)

Cary Street Partners: CIO Conversation Series

FINANCIAL BRAND: Cary Street Partners

AGENCY/PARTNER: Foglight Entertainment

 

TIE

Wealth Management (B-to-C)

Merrill Women’s Research Content Hub

FINANCIAL BRAND: Merrill

AGENCY/PARTNER: Sullivan

 

Wealth Management (B-to-I)

Spotting Your Blind Spots

FINANCIAL BRAND: Charles Schwab

AGENCY/PARTNER: The Wall Street Journal | Barron’s Group Custom Content

About The Gramercy Institute:

Based in New York, the Gramercy Institute is a leading global think-tank for senior marketers from the world’s leading financial institutions and is the world’s largest network for senior marketers from major financial firms.  Gramercy Institute is led by Bill Wreaks, who serves as CEO & Chief Analyst.

 

Its member firms include dozens and dozens of the world’s leading financial institutions.  Its network spans a financial marketing community of over 7,000 industry professionals, worldwide. Since 2002, the mission of the Gramercy Institute has been “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.”  

 

In answering this mission, Gramercy Institute hosts numerous financial marketing-specific panel discussions, seminars, award programs, conferences and events each year.  Recently, Gramercy Institute launched “Financial Marketer TV” (26 live, real time, episodes featuring in-depth interviews with the world’s leading financial CMOs and senior marketers).  Gramercy Institute also provides research, analysis and consulting to the world’s top financial, media and marketing brands. 

 

In addition to its Gramercy Financial Content Marketing Awards” Gramercy Institute also honors financial marketing strategic excellence through its annual “Financial Marketing Strategy Award” program, its annual Gramercy Institute Asset Management Marketing awards as well as its annual “Financial’s Top 12 Agencies” and its annual “20 Rising Stars in Financial Marketing” and London’s Rising Stars in Financial Marketing programs.

 

The Gramercy Institute is led by Chief Executive Officer Bill Wreaks.  Wreaks is seasoned executive with over thirty years of experience servicing the marketing needs of the world’s leading financial brands. 

 

For more information about the Gramercy Institute, contact: Samantha Wreaks (samantha.wreaks@gramercyinstitute.com), 212-752-0151.

 

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