GRAMERCY INSTITUTE'S 2026
FINANCIAL MARKETING STRATEGY AWARDS
WINNERS
Gramercy Institute is pleased to announce its roster of winners for its
23rd Annual Gramercy Institute Financial Marketing Strategy Awards.
This award recognizes STRATEGIC EXCELLENCE in financial marketing. Twenty-three 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 will be presented to financial marketing's most important brands on Thursday, March 12, 2026 at the 3 West Club in NYC to honor marketing strategy excellence. This award ceremony is part of a half-day industry conference featuring leading figures in financial marketing, the Gramercy Institute Financial Marketers' Forum.
SINGLE COUNTRY
ASSET MANAGEMENT-BB (SMALL)
Future Standard
A New Private Markets Outlook
ASSET MANAGEMENT-BB (MID)
MFS Investment Management
MFS Heritage Planning ® Program 30 Year Anniversary Campaign
ASSET MANAGEMENT-BC (SMALL)
Hennion & Walsh
PARTNER: AML Group
& More
ASSET MANAGEMENT-BC (MID)
Russell Investments
PARTNER: Living Group
Imagining where ETFs could take investors campaign
ASSET MANAGEMENT-BI (MID)
Baillie Gifford
PARTNER: Fundamental Media
Actual Investors
ASSET MANAGEMENT-BI (LARGE)
Franklin Templeton
The Seven Program Marketing Strategy
ASSET MANAGEMENT-ETF (SMALL)
Allspring Global Investments
PARTNER: Fundamental Media
To ETF or Not to ETF – Allspring Active ETF Integrated Marketing Campaign
ASSET MANAGEMENT-ETF (MID)
PIMCO
PARTNER: Fundamental Media
2025 ETF Platform Campaign – Paid Media
ASSET MANAGEMENT-ETF (LARGE)
Goldman Sachs
PARTNER: Ptarmigan Media
Goldman Sachs Asset Management “Relentless ETFs”
BANKING
KeyBank
Expansion Markets Campaign
CONSUMER LENDING-TIE
Aqua Finance
From Invisible Finance Company to Trusted Guide
CONSUMER LENDING-TIE
Kiavi
PARTNER: Level Agency
Lowering CPL by Rebuilding Lead Qualification Strategy for a
Real Estate
Lending Brand
CORPORATE
KPMG LLP
2025 Voice of Investor Satisfaction, Trust and Advocacy (VISTA) study, A KPMG LLP independent study sponsored by SIFMA
CREDIT CARD & PAYMENT SYSTEMS-BB
Citizens Commercial Banking
PARTNER: Mintz + Hoke
Citizens Commercial 2025 Payment Trends Campaign
CREDIT CARD & PAYMENT SYSTEMS-BC
Citi® / AAdvantage®
PARTNER: Havas Chicago
Get Global Integrated Campaign
CREDIT UNION
Farmers Insurance Federal
Credit Union (FIGFCU)
Protégé Line of Credit
CRYPTO CURRENCY
Grayscale
2025 Idioms Campaign
RISK MANAGEMENT
EY
EY Banking and Capital Markets | Financial Services Risk Management
EY’s Risk Management Redefined cross‑channel campaign
FINTECH
55ip
PARTNER: Crackerjack Communications
& Cerulli Associates
Focus on Transition Services
INSURANCE (LIFE & ANNUITIES)-BC
Lincoln Financial
The Action Plan by Lincoln Financial
INSURANCE (LIFE & ANNUITIES)-BI
Nationwide Financial
PARTNER: MERGE
Nationwide Life Insurance Value Proposition
INSURANCE (LIFE & ANNUITIES)-BMT
Athene
PARTNER: Imprint
Athene SEO Strategy
INSURANCE (PROPERTY & CASUALTY)
Plymouth Rock Assurance
PARTNER: McKinney
Keep Calm and Rock On
INVESTMENT BANKING
BMO Financial Group
See Further 2025
MISCELLANEOUS FINANCIAL-BB
Zocks
Category Abbreviation Legend
BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary
BMT=Business to Multi-Target
Small, Mid and Large are size designations referring to financial firms by employee count.
MISCELLANEOUS FINANCIAL-BC
Citi and American Airlines
PARTNER: People Inc.
Citi/AA Destination of the Year 2025 Campaign
MISCELLANEOUS FINANCIAL-BI
Humana
PARTNER: TrueVoice Growth Marketing
Modernizing Financial Services Distribution: Turning Behavioral Access into Intermediary Sales Growth
PERSONAL FINANCE
Monogram/Abe
PARTNER: Quad
Turning Strategy into Scale: Abe’s First Direct Marketing Program Built for Measurable Growth
PRIVATE EQUITY
Brookfield
PARTNER: Criterion Global
From Industrials to PE: The Attention-First PE Media Playbook
TAX PREPARATION
EY
EY Crypto and Digital Assets Tax Reporting Campaign
RETIREMENT SERVICES-BB
Ameritas
Ameritas Retirement Plans
Repositioning Strategy
RETIREMENT SERVICES-BC
Principal Financial Group
PARTNER: HBT Marketing, Inc.
Precision Over Reach: Contribution Campaign Strategy
RETIREMENT SERVICES-BMT
Bryn Mawr Trust, A WSFS Company
The Planning Perspectives Podcast
WEALTH MANAGEMENT-BB
LPL Financial
PARTNER: The Ricciardi Group
Building Trust and Consideration with Financial Advisors
WEALTH MANAGEMENT-BC
Glenmede
PARTNER: Criterion Global
Participation Before Promotion: The Wealth Transfer Engagement Model
WEALTH MANAGEMENT-BI
Kestra Financial and Bluespring Wealth Partners
PARTNER: Vested
Bridging the Gap: Creating a Data-Driven Narrative on the Succession Crisis for Financial Advisors
WEALTH MANAGEMENT-BMT
Meeder Investment Management
The GROWTH Act: A Smart Step Toward Tax Fairness
MULTI-COUNTRY
ASSET MANAGEMENT (BB)
Sands Capital
AI Content Strategy
ASSET MANAGEMENT (BI)
Nuveen (TIAA)
PARTNER: Ptarmigan Media
Nuveen Launch Campaign - Invest Like The Future Is Watching
CORPORATE
Bank of America
PARTNER: Sullivan
Influence Made Here
EXCHANGE
CME Group
PARTNER: Substance Collective
Where Risk Meets Opportunity - Find the Edge
INSURANCE
Inigo Insurance
PARTNER: Visual Capitalist
For the Love of Data: Reinventing Specialty Insurance Marketing
INVESTMENT BANKING
BMO Financial Group
BMO Capital Markets, BMO Financial Group
U.S.- Canada Summit
MISCELLANEOUS FINANCIAL
Living Group
Living Ratings of Asset Managers 2025
PERSONAL FINANCE
OpenArc Corporate Advisory & Dynasty Financial Partners
PARTNER: Leibowitz Communications
OpenArc Corporate Advisory Brand Launch and Website
SECURITIES EXCHANGE
Cboe Global Markets
PARTNER: tms
Cboe - Life is Better With Options
WEALTH MANAGEMENT-BB
BMO Financial Group
BMO Capital Markets, BMO Financial Group
Sustainability Leaders Podcast
REGISTER TO ATTEND
Event Date: Thursday, March 12, 2026 (8:00AM-12:45PM)
includes breakfast, breaks & moderated program.
Location: 3 West Club | 3 West 51st New York, NY 10019
JUDGES
Diana Awed, VP, Head of Marketing Enablement & Operations, T. Rowe Price (former)
JR Badian, Managing Director, Global Head of Direct & Digital,
Morgan Stanley Investment Management (former)
Adam Bell, Managing Director, Chief Marketing Officer, Arbor Realty Trust
Lauren Wagner Boyman, Chief Marketing Officer, U.S. & Americas, KPMG
Eugene Colter, Global Head, Corporate Communications, Managing Director, MSCI Inc.
Jim Cove, Executive Vice President, Head, U.S. Marketing,
Natixis Investment Managers
John D Connolly, Director & Head of Marketing, Woozle Research
Nambia Ferguson, Head, Channel Marketing, Artemis Investment Management
Emily Fink, Chief Marketing Officer, Sedgwick
Allyson Foster, Managing Director, Europe/NRC Marketing, Capital Group
Mathew Greenlay, Digital & Content Marketing Director, St. James's Place
Frances Hawthorne, Director, Marketing Strategy &
Planning, LSEG (London Stock Exchange Group)
Anji Kang-Stewart, Managing Director, Chief Marketing Officer, Barclays Private Bank
Jennifer Lindauer, Director of Brand Marketing, Plymouth Rock Assurance
Nick Lines, Managing Director - Head, Digital Personalisation and Content
(Business & Commercial Banking), Lloyds Banking Group
Kajsa Lucas, Director, Head, Channel Marketing, Federated Hermes Limited
Kirsten Ly, Chief Marketing Officer, Modera Wealth Management
Laura Manley, Global Chief Marketing Officer, MetLife Investment Management
Olympia Moukas, Vice President, Head of Product Marketing, TIAA
Scott Mowbray, Head, Group External Communications, Vanquis Banking Group
Alex Ourris, Head of Marketing, EMEA, PineBridge Investments
Paul Patella, Global Head of Strategic Communications, Digital Asset
Kenna Roberts, Global Head, Marketing Operations, AXA Investment Managers
Kristi Rodriguez, SVP, Chief Marketing Officer, Nationwide Financial
Mitch Rose, Executive Director, Digital Strategy—Content, J.P. Morgan
David Rowe, Head, Marketing Strategy, Marketing Prod. & Investor Services, COMGEST
Sanchari Roy, Vice President, Marketing Manager-Global Banks, Benelux & Nordics,
Allianz Global Investors
Tina Schippers, Head, Strategic Events & Sponsorships, Allspring Global Investments
Zoe Stuart, Head, Marketing Operations & Business Management, NatWest Group
Karen Swanston, Marketing Manager, Financial Services, Artemis Investment Management
Amanda Thurston, Principal, U.S. Marketing Consulting Leader, KPMG
Anthony Vitalone, Managing Director, Head of Digital, First Eagle Investments
Jeanne Washington, Senior Director, Global Content Strategy, Morningstar
Susannah Wardley, Senior Vice President, Natixis Investment Managers (former)
Brie Williams, Managing Director, Global Head, Advisory Solutions & Wealth Intelligence, State Street Investment Management