GRAMERCY INSTITUTE PRESENTS
FINANCIAL AGENCY BRILLIANCE WEBINAR SERIES
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.
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
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
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
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