GRAMERCY INSTITUTE PRESENTS

FINANCIAL AGENCY BRILLIANCE WEBINAR SERIES

FALL 2021

Gramercy Institute is pleased to announce its webinar series featuring leading agency thinkers

in the financial services marketing community, “Financial Agency Brilliance.”  

 

This four-part series takes place on four different dates during September. Each webinar focuses on a unique element of “financial agency brilliance.” These areas of focus are: 

Media Planning Excellence, The Customer Journey, Strategy Setting and The Creative Process.

WEBINAR 1

BEYOND REACH & FREQUENCY: MEDIA PLANNING EXCELLENCE IN FINANCIAL

Wednesday, September 8, 2021 @1:00PM - 2:00PM EDT

Gramercy Institute looks under the hood of media today  in financial marketing. This panel discusses how modern media strategies and tactics work together to support overarching marketing initiatives for leading financial firms. In addition, this panel seeks to understand how media today has evolved in its practical use and value to marketers and where media is heading!

  • Kimberly Boone, VP, Group Director, Ptarmigan Media

  • Andrew Chesney, President-NA, Fundamental Media

  • Ann Kane, Partner, T1 Media

  • Andrew Wagner, Blacklight MA

WEBINAR 2

MAPPING THE CUSTOMER JOURNEY IN FINANCIAL SERVICES

Wednesday, September 15, 2021 @1:00PM - 2:00PM EDT

Here, Gramercy Institute unpacks the art and science behind customer journey mapping in financial services marketing.  Agency leaders discuss understanding prototypical customer behavior along with the pros and cons of planning financial marketing in this manner.  Further, this webinar will examine why (or why not?) this approach to marketing makes so much sense, right now.

  • Kevin Hearn, Director of Strategy, Editions Financial

  • Jeffrey Hill, Managing Director, Markit

  • Lynda Koster, Co-founder, Managing Partner, Growthential

  • Kevin Steen, Principal, Sullivan

  • Tabra Trezise, Head of Digital, White Marble Marketing

WEBINAR 3
STRATEGY SETTING IN FINANCIAL MARKETING

Wednesday, September 22, 2021 @1:00PM - 2:00PM EDT

Gramercy Institute hosts this specific webinar to bring to light an inside look at setting effective strategies in financial marketing through a discussion with financial marketing’s leading agency thinkers.  Further,  his panel discussion will investigate the benefits of doing it right—and the risks of missing the mark.

  • Bill Gordy, Chief Strategy Officer, Solutions Group

  • Donna MacFarland, Founder & CEO, Accelerate Strategies

  • Anthony Nygren, EVP, EMI Strategic Marketing

  • Robert Powers, EVP, Financial Services Lead, Merge 

  • Meg Sullivan Staknis, Managing Director, IMPRINT

WEBINAR 4
THE CREATIVE PROCESS & WHY IT MATTERS IN FINANCIAL

Wednesday, September 29, 2021 @1:00PM - 2:00PM EDT

In this panel discussion, Gramercy Institute peeks behind the agency curtain to examine the process of  what appears to be “the magic” of crafting brilliant creative in financial marketing.  We will also discuss, what makes effective creative in financial? And what signs to look out for that indicate your creative messaging is might be falling short.

  • Jill Deardorff, President & CEO, Deardorff Associates

  • Mark Knowles, General Manager - Creative Production, Americas, Tag

  • Nick Landsberger, Lead Designer, Gate39 Media

  • Paul Leibowitz, President & Chief Creative Officer, Leibowitz

  • Jim Misener, President, 50000 feet