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13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY FINANCIAL MARKETERS’

FORUM & AWARDS: BOSTON

2024: The Changing Asset Management Marketing Landscape

Gramercy Institute is pleased to announce this live event. This important gathering takes place at The Harvard Club of Boston on Thursday,

December 7, 2023 (8:00 AM - 12:45 PM) and our focus topic is:

2024: The Changing Asset Management Marketing Landscape

Please join Gramercy Institute as it drills down into this important topic through the eyes and ears of some of our industry’s leading financial marketing icons, thinkers, movers & shakers. 

In connection with our financial content marketing forum, Gramercy Institute will also award those financial brands and agencies who are “doing it right” as we honor and award the winners of the Gramercy Institute's Asset Management Marketing Marketing Awards.

PANELS INCLUDE

 

PANEL: Marketing Machine? Artificial Intelligence & Financial Marketing

PANEL: Modern Connections: Strategies & Tactics to Connect Financial Firms to Advisors 

PANEL: Brand Power: The Power of The Financial Brand 

PANEL: Can You Hear Me Now? Communications Strategies in Financial Services

 

PRESENTATIONS INCLUDE

 

PRESENTATION: AI & Financial Marketing: What Marketers Need to Know
   •    Lynda Koster, Cofounder & Managing Partner, Growthential

PRESENTATION: AUDIENCE SHIFT: Media Consumption Changes In Financial Media
-Kimberly Boone, Managing Director, Ptarmigan Media
 

PRESENTATION: RESEARCH HIGHLIGHTS: Best Practices In Asset Management Marketing
   •    Bob Verrico, Founder & Executive Chairman, InvestingChannel
   •    Bill Wreaks, Chief Analyst, Gramercy Institute


PRESENTATION: 2024: Optimized Use of First-Party Data in Financial
   •    Andrew Corn, CEO, E5A Integrated Marketing


AWARD PRESENTATION CEREMONY 

At this Forum, Gramercy Institute will Present This Years Winners of The 8th Annual Gramercy Institute Asset Management Marketing Awards to leading financial brands, agencies and partner teams

SIGN-UP TO JOIN US

Event Date

Thursday, December 8, 2022

(8:00AM-12:45PM)

includes breakfast, breaks &

moderated program.

 

Location

The Harvard Club of Boston |

374 Commonwealth Avenue,

Boston, MA 02215

For questions please contact Bill Wreaks

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