13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY INSTITUTE'S 2024
FINANCIAL MARKETING STRATEGY AWARDS
WINNERS
Gramercy Institute is pleased to announce its roster of winners for its
21st Annual Gramercy Institute Financial Marketing Strategy Awards.
This award recognizes STRATEGIC EXCELLENCE in financial marketing. Twenty-one 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 across multiple categories to financial services’ most important brands on March 21, 2024 to honor strategic excellence in financial marketing.
Financial marketing’s leading figures gathered at GI’s annual award ceremony at 3 West Club to celebrate the winners.
BEST-OF-SHOW
Columbia Threadneedle Investments
AGENCY: Prosek Partners
"Columbia Threadneedle H2 2023 Product Campaign"
BEST-OF-SHOW RUNNER-UP
Bitwise Asset Management
AGENCY: Ptarmigan Media
"Bitcoin Is Interesting"
DOMESTIC & SINGLE COUNTRY
Asset Management (BB)
FS Investments
AGENCY: Brandlift
"Forbes SHOOK Conference Programmatic Advertising"
Asset Management (BC)
Vanguard
AGENCY: RHC, In-house Agency
"Vanguard Personal Advisor Select Video"
Asset Management (BI) TIE
Columbia Threadneedle Investments
AGENCY: Fundamental Media
"Follow The Thread Campaign"
Asset Management (BI) TIE
State Street Global Advisors
AGENCY: EMI Strategic Marketing
"State Street Global Advisors Social Media Strategic Optimization"
Banking-Brand Marketing
NIH Federal Credit Union
AGENCY: edge creative group
"Nurses & Money - Brand Strategy"
Banking-Product Marketing
VyStar Credit Union
"Out of Market Pilot Campaign"
Corporate (BB)
Stout
"Stout Brand Launch"
Corporate (BI)
Equitable
AGENCY: o2kl
"Defy Market Volatility"
Crypto Currency
Bitwise Asset Management
AGENCY: Ptarmigan Media
"Bitcoin Is Interesting"
Credit Card & Payment Systems
Citi® / AAdvantage®
AGENCY: Havas Chicago
"Elevate Your Travels"
ETF
Calamos Investments
"SROI – Calamos Antetokounmpo Global Sustainable Equities ETF Launch"
Exchange
BMO Financial Group
"See Further 2023"
Financial Education
J.P. Morgan Wealth Management
"J.P. Morgan Wealth Management:
The Know"
Insurance-Life & Annuities (BB)
Ernst & Young LLP (EY)
"EY Insurance Executive Forum"
Insurance-Life & Annuities (BC)
Lincoln Financial Group
PARTNER: Dotdash Meredith
AGENCY: Crossmedia
"Start Asking"
Lending (BB)
Aqua Finance, Inc.
AGENCY: Ext. Marketing
"Aqua Finance Strategy & Rebrand"
Lending (BC)
Discover Personal Loans
PARTNER: Dotdash Meredith
AGENCY: Mindshare Content+
"Fixed Up"
Miscellaneous Financial Products & Services (BB)
Ernst & Young LLP (EY)
"EY Financial Services Workforce Transformation"
Miscellaneous Financial Products & Services (BC)
Cary Street Partners
"Cary Street Partners: Wealth Wisdom Series"
Miscellaneous Financial Products & Services (BI)
Columbia Threadneedle Investments
AGENCY: Prosek Partners
"Columbia Threadneedle H2 2023 Product Campaign"
Category Abbreviation Legend
BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary
B-Inst=Business-to-Institutional Investor
Personal Finance (BC)
U.S. Bank
PARTNER: Dotdash Meredith
AGENCY: Crossmedia
"Built to Thrive"
Personal Finance (BB)
MFS Investment Management
"Advisor Edge Monthly Touch Point Social Program"
Retirement Services (BC)
MissionSquare Retirement
AGENCY: Imprint
"MissionSquare Retirement
Content Marketing Strategy"
Retirement Services (BI)
MassMutual
"MassMutual Institutional Solutions Capabilities Videos & Social Campaign"
Wealth Management (BC)
Nordwand Capital /
Dynasty Financial Partners
AGENCY: Leibowitz
"Nordwand Capital Brand and
Marketing Strategy"
Wealth Management (BI)
Osaic
AGENCY: Sullivan
"Brand as Fuel: Reimagining Wealth Management Branding"
Wealth Management (B-Inst)
Bank of America
Merrill Lynch Wealth Management
"Merrill Video Pro"
MULTI-COUNTRY
Asset Management (BB)
LinkedIn for Financial Services
PARTNER: LinkedIn
"Investing in the Digital Age"
Asset Management (BC)
Janus Henderson Investors
AGENCY: Fiducial
Communications Limited
"Using AI to Transform Customer Experience"
Brokerage
BMO Capital Markets
BMO Financial Group
"Sustainability Leaders Podcast"
Corporate
BMO Financial Group
"2023 BMO Climate Institute Business Leaders Survey"
Exchange
CME Group
AGENCY: Substance Collective
"Where Risk Meets Opportunity-
Magic Moment"
Financial Education
Macquarie Asset Management
"Education Before Assets 2023"
Investment Banking
BMO Financial Group
BMO Capital Markets
"Trees from Trades:
375,000 Trees And Counting!"
Miscellaneous Financial Services
AGENCY: Marketcolor
"2024 Outlook"
Wealth Management
UBS
AGENCY: Marketcolor
"'Next in China' Hub"
JUDGES
Matthew Alstead, Head of Marketing & Communications, Sands Capital
Scott Anderson, Senior Vice President Marketing, Alger
Kasia Antczak, 2nd VP, Head of Product & Segmentation, Guardian Life
Bernadette Bridy, Managing Director, Head of Marketing, FS Investments
Matthew Bryan, Director, Head of Marketing, Resource Capital Funds
James Casey, VP, Digital & Creative Services, Selective Insurance
Leslie Checkman, VP, Director, Client Marketing, MFS Investment Management
Elizabeth Coleman-Chen, Head of Alternatives Marketing, Morgan Stanley
Craig Cooperman, VP, Digital Marketing & Social Media, Mutual of America Financial Group
Nick Gassaway, VP, Marketing Manager, Glenmede
Sheri Gilchrist, Former CMO & President, G2G Partners
Angela Giombetti, SVP, Head Of Marketing, Wealthspire Advisors
Tara Giuliano, Chief Marketing Officer, Nuveen, a TIAA company
Lynn Hobson, Director, Head, Marketing & Global Strategy, Marketing & Communications, BNY Mellon
Sanna Johnson, Product Marketing-Alternatives, Morgan Stanley
Michael Kazanjian, Chief Marketing Officer, FIDx
Claire Kurmel, Channel & Digital Marketing, Parnassus Investments
Diane Laura, Global Marketing Leader, Analytics Solutions, Analytics Solutions, Marsh
Steve Lee, Senior Managing Director, Marketing & Communications, Guggenheim Securities
Laura Manley, Global Chief Marketing Officer, MetLife Investment Management
Kelly McCarthy, Managing Director, Head, Marketing Operations, PineBridge Investments
Dan McGrath, Vice President, Director of Marketing & Corporate Communications, Federated Hermes
Sarah McNabb, Chief Marketing Officer, GigaStar
Susan Mellon, Director of Marketing, RiverNorth Capital Management
Paige Norton, (former) SVP, Existing Customer Marketing, Citi
Nadine Pizarro, Marketing Director, Stout
Paula Pullano, Head, Marketing and Communications, BNY Mellon Wealth Management
Rob Stewart, Director, Invesco QQQ Marketing, Invesco US
Liz West, Vice President, Head, Channel and Product Marketing, MissionSquare Retirement