13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY INSTITUTE IS PLEASED TO ANNOUNCE WINNERS FOR ITS 2021

BANKING & CREDIT UNION MARKETING AWARDS

CONTENT MARKETING

Citizens Commercial Banking

AGENCY: EMI Strategic Marketing

“Citizens Commercial Banking M&A Outlook Microsite”

 

CREATIVE EXECUTION

UMe Credit Union

AGENCY: Adrenaline

“UMe Dancing Emu Social Campaign”

 

DEMAND BASED MARKETING

Barclays

“The Flip Side Podcast: Navigating the Virus Economy Miniseries”

 

EXPERIENTIAL MARKETING

SECU, Inc.

“Kindness Campaign”

MARKETING STRATEGY

BBVA

AGENCY: 50,000 Feet

“BBVA USA Commercial Payments

Brand Marketing Platform”

 MOBILE MARKETING

Santander Bank

AGENCY: EMI Strategic Marketing

“Santander Business First 3.0 Redesign”

 

PUBLIC RELATIONS

On-Point Community Credit Union

“Helping Oregonians Manage Financially Through COVID-19”

 

WEBINAR MARKETING 

M&T Bank

AGENCY: Imprint

“Covid-19 Webinars”

 

WEBSITE MARKETING 

Wells Fargo

AGENCY: Imprint

“Small Business Resources”

This award program exclusively evaluated banking and credit union marketing work according to content marketing, creative excellence, marketing strategy, experiential marketing, public relations and other benchmarks of bank and credit union marketing success.

JOIN US​

 

Please join us at the "3 West Club" in NYC (8:00 AM to 12:30 PM / breakfast will be served) at our next Gramercy Forum on October 28, 2021 as we honor our winners and announce the “Best of Show Award” winner.

Tickets and Branded Table opportunities are currently available for winning teams,

clients and colleagues. 

Tickets
$395 per ticket

Branded Tables (seats 10)

$3495 per table

 

GRAMERCY INSTITUTE'S FINANCIAL MARKETER’S

FORUM & AWARD PRESENTATION

CONTENT, CONTENT, CONTENT! FINANCIAL SERVICES MARKETING IN 2021

 

 

8:00  BREAKFAST IS SERVED

 

8:30  OPENING REMARKS: Welcome Back. Now What? 

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

 

8:45  RESEARCH PRESENTATION: Content Marketing: Best Practices in Financial Services

  • Presented by Gramercy Institute

 

 

​9:00. PANEL: Financial Content Marketing's Most Effective Distribution Strategies

  • Kim Hughes, VP, Strategic Marketing Communications, Mutual of America Financial Group

  • Rachel Tuffney, EVP, US Operations, Dianomi

  • Anthony Vitalone, Head of Global Digital & Marketing Operations, Van Eck Associates Corporation

  • Stephanie Waters, Director, Account Based Marketing, London Stock Exchange Group (LSEG)

  • Catherine Weigel, VP, Content, Proshares

 

 

9:40  PRESENTATION: A New Content World  

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

 

10:00  AWARD PRESENTATION:  Gramercy Institute 2021 Banking & Credit Union Marketing Awards

 

10:20  BREAK: Coffee, Refreshments & Conversation

 

10:50  PANEL: Metrics of Success in Financial Content Marketing

  • Theo Casey, Managing Director, Marketcolor

  • Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management

  • Mike Goldberg, Global Director, Content Marketing, CFA Institute

  • Kim Hanson, Managing Director, Head, Thought Leadership Content, BMO Financial Group

  • Cindy Lindenbaum, VP Audience Experience & Loyalty Marketing, Morgan Stanley

  • Stephanie Linker, Head, Retirement Marketing, BlackRock

 

11:30  PANEL: The Message Matters: Crafting The Right Content in Financial

  • Jason Farago, Global Head, Insurance Asset Management Marketing & Communications, DWS Group

  • Kevin Hearn, Director of Strategy, Editions Financial

  • Joan Khoury, Managing Director & Chief Marketing Officer, Oppenheimer & Co. 

  • Mitch Rose, VP, Digital Strategy-Content, JP Morgan

  • Matt Slivinski, Director, Marketing & Brand, Barclays Investment Bank

 

12:10  AWARD PRESENTATION: Gramercy Institute 2021 Financial Content Marketing Awards

 

12:30  CLOSING REMARKS

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

BANKING & CREDIT UNION MARKETING AWARDS JUDGES

• Gordon Abel, Chief Marketing Officer, Dynasty Financial Partners

• Daniel Alloca, Global Head, Brand & Demand Generation, TIAA

• Christine Bacon, SVP, Head of Marketing, Northern Trust Corporation

• Isabella Conenna, SVP Brand Management & Executive Creative Director, Bessemer Trust

• Bonnie DiJoseph, Senior Manager, Head, Retail Content Strategy, Vanguard

• Jon Ellenberg, SVP, Brand Delivery, Bank of America Global Wealth & Investment Marketing

• TJ Givens, Commercial Banking Marketing Manager, M&T Bank

• Jacqueline Kearns, Chief Brand Officer, Affinity Federal Credit Union

•Tom McEntee, Chief Marketing Officer, NBT Bancorp

• Mitch Rose, Vice President, Digital Strategy—Content, JP Morgan

• Caulleen Worrell, Vice President, Compliance & Marketing Strategy, Morgan Stanley

• Elizabeth Zeller Montgomery, Director, Marketing Communications, FTSE Russell

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