13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY INSTITUTE'S 2022
FINANCIAL MARKETING STRATEGY AWARDS

WINNERS

Gramercy Institute is pleased to announce its roster of winners for its

19th Annual Gramercy Institute Financial Marketing Strategy Awards.

This award recognizes STRATEGIC EXCELLENCE in financial marketing. Nineteen years ago, the Gramercy Institute established this award based on the premise that marketing STRATEGY is the most critical element of a successful marketing endeavor-especially in the financial services sector.

An award ceremony was held in New York City on Wednesday, March 23, 2022 at 

Gramercy Institute's Financial Marketer's Forum: NYC.

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BEST-OF-SHOW

RBC Capital Markets

Agency: Ptarmigan Media

Building Success Today for 

Brand Growth Tomorrow 

BEST-OF-CATEGORY GLOBAL

Hamilton Lane

Private Wealth: HL’s New Frontier

BEST-OF-CATEGORY DOMESTIC/SINGLE COUNTRY

RBC Capital Markets

Agency: Ptarmigan Media

Building Success Today for 

Brand Growth Tomorrow 

BEST-OF-CATEGORY INTERNATIONAL

MFS

Agency: Imprint

Active YouTube Campaign

GLOBAL 

 

Asset Management BB

Janus Henderson 

Annual Impact Report 

 

Asset Management BC

Janus Henderson 

Sustainable Solutions ETFs

 

Asset Management BI

Hamilton Lane

Private Wealth: HL’s New Frontier

 

Corporate 

Allspring Global Investments

Allspring Brand Introduction

 

Exchange

CME Group

Agency: Substance Collective

Where Risk Meets Opportunity 

 

Investment Banking

BMO Financial Group

FICC Podcasts:

Global Trends in Fixed Income

Investment Management

CBRE Investment Management

CBRE Investment Management

Brand Launch

Lending 

Wilmington Trust

Loan Markets Insights

 

Miscellaneous (BB)

William Blair

Storytelling Series 

 

Miscellaneous (BC)

CFA Institute

Sparking Demand

Wealth Management

Morgan Stanley

Access & Op with Carla Harris

 

 

DOMESTIC/SINGLE COUNTRY 

 

Asset Management BB

SSGA
Partner: EMI Strategic Marketing
Debunking Liquidity Myths 

 

Asset Management BC

Vanguard

Agency: AML Group

V Is For Value

 

Asset Management BI (Tie)

American Century Investments

Why Not?

&

Columbia Threadneedle Investments

Agency: Fundamental Media

Return to Normal

 

Asset Management Multi-Target (Tie)
FS Investments

Concept to Kindling:

Launching the FireSide podcast

&

Galaxy Fund Management 

Agency: Ptarmigan Media

Providing Essential Digital Asset Education

Banking (Retail)

SECU

2021 Kindness Campaign 

 

Banking (Commercial)

Bibby Financial

Agency: AML Group

Supporting business. As usual. 

Corporate 

BMO Financial Group

Mid-Market, Mid-Year Campaign

Exchange 

BMO Financial Group

Road to Recovery 2021

Fixed-Income

Build America Mutual

Agency: The Ricciardi Group

United We Build

 

Investment Banking

RBC Capital Markets

Agency: Ptarmigan Media

Building Success Today for

Brand Growth Tomorrow 

 

Lending (Tie)

Discover Personal Loans

Partners: iProspect & 

Dotdash Meredith

Debt Consolidation Campaign 

PenFed Credit Union

Customized Individual Offers

 

Miscellaneous BB 

 FTSE Russell

Agency: Fundamental Media

FTSE Russell

 

Miscellaneous BC

NIH Federal Credit Union

Message of Hope

Wealth Management

Wealth Enhancement Group

Partner: TrueVoice Growth

INTERNATIONAL 

 

Asset Management BB

BNP Paribas Asset Management

Agency: AML Group

Investigator

 

Asset Management BI

FlexShares

Agency: Imprint

ETF Launch Campaign

 

Asset Management BC

William Blair

The Active Share Podcast

 

Miscellaneous BB

MFS

Agency: Imprint

Active YouTube Campaign

 

Miscellaneous BC

Yieldstreet

Invest Beyond The Stock Market

 

Investment Banking 

BMO Financial Group

Top 10 Toys

 

Recruitment

Morgan Stanley 

Morgan Stanley Career Experience

Retirement 

Invesco

Watch Your Language 

JUDGES

19th Annual Gramercy Institute Financial Marketing Strategy Awards

 

  • Benj Baer, Chief Marketing Officer, CBRE

  • Kimberly Bindra, Chief Marketing Officer, Kroll

  • Paula Brennan, Senior Content Strategy Manager, Sands Capital Management

  • Stuart Burkhoff, Vice President, Paid Media, Goldman Sachs

  • Jaime Kalfus, Head of Global Brand Development and Engagement, PGIM

  • Catherine Carroll, Head, Digital Marketing, PGIM

  • Terrence Freeman, Director, Client Experience Segment Strategy, Edward Jones

  • Kevin Hearn, Director, Strategy, Editions Financial

  • Claire Kurmel, Marketing Strategy, Parnassus Investments

  • Angela Laubmeier, VP, Head, Corporate Brand Strategy, Lincoln Financial Group

  • Diane Laura, Global Marketing Leader, Marsh

  • Stephanie Linker, Head, Retirement Marketing, Blackrock

  • Elizabeth Montgomery, Director, Marketing Communications, FTSE Russell

  • Peter Neiman, Chief Marketing Officer, Amalgamated Bank

  • Caroline O’Connell, Chief Strategy & Customer Experience Officer (former), Equitable

  • Scott Redick, Managing Director, Retail Acquisition Strategy & Integration, Charles Schwab

  • Terrence Richardson, Director & Head of B2B Customer Marketing, CME Group

  • Mitch Rose, Executive Director, Digital Strategy-Content, J.P. Morgan

  • Jeff Wilson, SVP, Marketing & Communications, Commercial & Business Banking, Citizens

  • Jennifer Younts, Brand, Marketing & Communications, EY

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