13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY INSTITUTE'S 2023
FINANCIAL MARKETING STRATEGY AWARDS
WINNERS
Gramercy Institute is pleased to announce its roster of winners for its
20th Annual Gramercy Institute Financial Marketing Strategy Awards.
This award recognizes STRATEGIC EXCELLENCE in financial marketing. Twenty 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.
Dozens of awards were presented to financial marketing's most important brands on March 9, 2023 to honor marketing strategy excellence. Financial marketing’s leading figures gathered at GI’s annual award ceremony at 3 West Club to celebrate the winners.
DOMESTIC & SINGLE COUNTRY
Asset Management-BB
FlexShares
AGENCY: Imprint
New Rules in Growing Wallet Share
TIE: Asset Management-BI
Baillie Gifford
AGENCY: Fundamental Media
Baillie Gifford US Brand
TIE: Asset Management-BI
Gladstone Land
AGENCY: Marketing Intent
Power of Agriculture
Asset Management-B-Inst
JP Morgan Asset Management
PARTNER: InvestingChannel
Institutional Investor Reach
Bank-Commercial Lending
Citizens Commercial Banking
AGENCY: EMI Strategic Marketing
Citizens M&A Outlook 2023
Bank-Retail Services
Wells Fargo
AGENCY: Imprint
Wells Fargo Diverse-Owned Small Business Program
Consumer Lending
U.S. Bank
PARTNER: Dotdash Meredith
The Leap
Corporate
RBC Capital Markets
AGENCY: Ptarmigan Media
RBCCM Imagine
Credit Card Payment Systems
Citi® / AAdvantage®
AGENCY: Havas Chicago
Travel On
Investment Banking
BMO Financial Group
Define the Future 2022
Miscellaneous Financial-BB
Morningstar Wealth Management Solutions
AGENCY: Fundamental Media
Morningstar Direct Indexing Solution
Miscellaneous Financial-BC
GTE Financial
AGENCY: BKN Creative
GTE Social Media
Miscellaneous Financial-BI
Franklin Templeton
Voice of the American Worker Survey
Retirement Services-BB
MissionSquare Retirement
Call-To-Retire
Retirement Services-BC
Equitable
AGENCY: o2ki
The Plan For Planners
Insurance & Risk Management
MassMutual
Authentic Messaging/
Surround Sound Marketing
Wealth Management-BB
Presilium Private Wealth & Dynasty Financial Partners
AGENCY: Leibowitz
Presilium Brand Launch & Website
Category Abbreviation Legend
BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary
B-Inst=Business-to-Institutional Investor
Wealth Management-BC
RBC Dominion Securities
RBC Dominion Securities -- Holland Family Enterprise Group of RBC Dominion Securities Website
Wealth Management-BI
Lincoln Financial Network
AGENCY: Substance Strategy & Creative
The Network Effect
GLOBAL & INTERNATIONAL
Asset Management-BB
Columbia Threadneedle Investments
AGENCY: Fundamental Media
Investments Brand Awareness Campaign
Asset Management-BC
William Blair
Just-a-Minute Videos
Tie-Asset Management-B-Inst
Allspring Global Investments
Purposefully Divergent
Tie-Asset Management-BI
Aviva Investors
AGENCY: Ptarmigan Media
Sustainable Outcomes
Asset Management-B-Inst
Hamilton Lane
Private Markets Made Human Podcast
Bank-Commercial Lending
BMO Financial Group
17th Annual Global Farm to Market Conference
Corporate
iCapital
AGENCY: The Ricciardi Group &
T1 Media
iCapital Brand Campaign
FinTech
Broadridge
AGENCY: Marketcolor
Digital Transformation Study 2023
Investment Banking
RBC Capital Markets
AGENCY: Editions Financial
An Evolving Global Market Outlook
Miscellaneous Financial
EY-US
EY Real Time Business - FSO Edition
Wealth Management
BMO Financial Group
BMO Climate Institute/Survey
JUDGES
Daniel Allocca, Head, Digital & Integrated Marketing, Prosek Partners
Matthew Alstead, Head, Marketing & Communications, Sands Capital
Kasia Antczak, Head, Product & Segment Marketing, Guardian Life
David Blackburn, Head, Digital Marketing, ProShares
Dana Caragine, Marketing Director, Arbor Realty Trust
Catherine Carroll, Head, Digital Marketing, PGIM
Leslie Checkman, VP, Director of Retail Marketing,
MFS Investment Management
Andrew Ceccon, Chief Marketing Officer, AXS Investments
Elizabeth Coleman-Chen, Exec. Dir., Head, Strategic Content Marketing,
Morgan Stanley Investment Management
Jon Ewing, Chief Marketing Officer, iCapital Networks
Sheri Gilchrist, Chief Marketing Officer, MissionSquare Retirement
Angela Giombetti, SVP, Head, Marketing, Wealthspire Advisors
Denielle Remis Hackel, Chief Marketing Officer, Cambridge Trust Company
Paul Halpern, Chief Marketing Officer, JP Morgan Wealth Management
Lynn Hobson, Director & Head, Marketing & Global Strategy, BNY Mellon
Rupert Hodson, CEO & Founder, Dianomi
Kim Hughes, SVP, Marketing Communications, Mutual of America
Jim Hummerstone, VP, Marketing, Capital Markets & Advisory, Citizens
JJ Jha, Chief Marketing Officer, Wells Fargo Home Lending, Wells Fargo
Meg Johnson, VP Marketing, Mathews Asia
Diane Laura, Global Marketing Leader, Analytics Solutions, Marsh
Steve Lee, Senior Managing Director, Marketing and Communications, Guggenheim Securities
Amy Leith, Head, Global Markets & Research Marketing, Bank of America
Laura Manley, Global Chief Marketing Officer, MetLife
Stephanie Linker, Head of Marketing, Retirement Group, BlackRock
Dana McCullough, SVP, Head, Marketing,
Raymond James Investment Management
Thomas McEntee, Chief Marketing Officer, NBT Bancorp
Thomas Moles, Head of Marketing, AMG Funds
Elizabeth Montgomery, Director, Marketing Communications, FTSE Russell
Alexander Ngo, Chief Marketing Officer, NA, Chubb
Mark Pereira, Director, Gloabal Head, Marketing Solutions & Operations,
Lazard Asset Management
Daisy Okas, Independent Marketer
Andy O’Rourke, Chief Marketing Officer, Direxion
Keisha Newham, VP, Personal Financial Solutions Marketing,
American Century Investments
Michael Roberts, Chief Marketing Officer, MetLife
Chris Rohan, Executive Director, Head of North America Channel Marketing, Morgan Stanley Investment Management
Jennifer Grazel Rubio, Chief Marketing Officer, RBC Capital Markets
Cate Sanders, Director, Head, Retirement Marketing, Invesco US
Tyrrell Schmidt, Chief Marketing Officer, Head, NA Creative, TD
Charles Shaw, Head, Institutional Solutions Marketing, Mass Mutual
Luba Spear-Piackoba, Head, Marketing, WisdomTree Asset Management
Kara Valentine, Partner, Chief Marketing Officer, Transcend Capital Advisors
Stephanie Waters, Director, FX Busiiness Marketing, LSEG/Refinitive
Laura White, Vice President, Marketing, Voya Financial