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13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY INSTITUTE'S 2024
FINANCIAL MARKETING STRATEGY AWARDS

WINNERS

Gramercy Institute is pleased to announce its roster of winners for its

21st Annual Gramercy Institute Financial Marketing Strategy Awards.

This award recognizes STRATEGIC EXCELLENCE in financial marketing. Twenty-one 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 were presented to financial marketing's most important brands on

March 21, 2024 to honor marketing strategy excellence. Financial marketing’s leading figures gathered at GI’s annual award ceremony at the 3 West Club to celebrate the winners.

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BEST-OF-SHOW

Columbia Threadneedle Investments

AGENCY: Prosek Partners

"Columbia Threadneedle H2 2023 Product Campaign"

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BEST-OF-SHOW RUNNER-UP

Bitwise Asset Management

AGENCY: Ptarmigan Media

"Bitcoin Is Interesting"

DOMESTIC & SINGLE COUNTRY 

Asset Management (BB)

FS Investments 

AGENCY: Brandlift

"Forbes SHOOK Conference Programmatic Advertising"

 

Asset Management (BC)

Vanguard
AGENCY: RHC, In-house Agency
"Vanguard Personal Advisor Select Video"

 

Asset Management (BI) TIE

Columbia Threadneedle Investments 

AGENCY: Fundamental Media

"Follow The Thread Campaign"

 

Asset Management (BI) TIE

State Street Global Advisors

AGENCY: EMI Strategic Marketing

"State Street Global Advisors Social Media Strategic Optimization"

 

Banking-Brand Marketing

NIH Federal Credit Union

AGENCY: edge creative group

"Nurses & Money - Brand Strategy"

 

Banking-Product Marketing

VyStar Credit Union

"Out of Market Pilot Campaign"

 

Corporate (BB)

Stout

"Stout Brand Launch"

 

Corporate (BI)

Equitable

AGENCY: o2kl

"Defy Market Volatility"

 

Crypto Currency

Bitwise Asset Management

AGENCY: Ptarmigan Media

"Bitcoin Is Interesting"

 

Credit Card & Payment Systems

Citi® / AAdvantage®  

AGENCY: Havas Chicago 

"Elevate Your Travels"

 

ETF

Calamos Investments 

"SROI – Calamos Antetokounmpo Global Sustainable Equities ETF Launch"

 

Exchange

BMO Financial Group    

 "See Further 2023"

 

Financial Education

J.P. Morgan Wealth Management

"J.P. Morgan Wealth Management:

The Know"

Insurance-Life & Annuities (BB)

Ernst & Young LLP (EY)

"EY Insurance Executive Forum"

 

Insurance-Life & Annuities (BC)

Lincoln Financial Group

PARTNER: Dotdash Meredith

AGENCY: Crossmedia

"Start Asking"

 

Lending (BB)

Aqua Finance, Inc. 

AGENCY: Ext. Marketing

"Aqua Finance Strategy & Rebrand"

 

Lending (BC)

Discover Personal Loans 

PARTNER: Dotdash Meredith

AGENCY: Mindshare Content+

"Fixed Up"

Miscellaneous Financial Products & Services (BB)

Ernst & Young LLP (EY)

"EY Financial Services Workforce Transformation"

 

Miscellaneous Financial Products & Services (BC)

Cary Street Partners

"Cary Street Partners: Wealth Wisdom Series"

 

Miscellaneous Financial Products & Services (BI)

Columbia Threadneedle Investments

AGENCY: Prosek Partners

"Columbia Threadneedle H2 2023 Product Campaign"

Category Abbreviation Legend

BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary 
B-Inst=Business-to-Institutional Investor

 

Personal Finance (BC)

U.S. Bank

PARTNER: Dotdash Meredith

AGENCY: Crossmedia

"Built to Thrive"

Personal Finance (BB)

MFS Investment Management

"Advisor Edge Monthly Touch Point Social Program"

 

Retirement Services (BC)

MissionSquare Retirement

AGENCY: Imprint

"MissionSquare Retirement 
Content Marketing Strategy"

 

Retirement Services (BI)

MassMutual 

"MassMutual Institutional Solutions Capabilities Videos & Social Campaign"

 

Wealth Management (BC)

Nordwand Capital /

Dynasty Financial Partners

AGENCY: Leibowitz

"Nordwand Capital Brand and

Marketing Strategy"

 

Wealth Management (BI)

Osaic

AGENCY: Sullivan

"Brand as Fuel: Reimagining Wealth Management Branding"

 

Wealth Management (B-Inst)

Bank of America

Merrill Lynch Wealth Management

"Merrill Video Pro"

 

 

MULTI-COUNTRY

Asset Management (BB)

LinkedIn for Financial Services

PARTNER: LinkedIn

"Investing in the Digital Age"

 

Asset Management (BC)

Janus Henderson Investors

AGENCY: Fiducial

Communications Limited

"Using AI to Transform Customer Experience"

 

Brokerage

BMO Capital Markets

BMO Financial Group 

"Sustainability Leaders Podcast"

 

Corporate

BMO Financial Group 

"2023 BMO Climate Institute Business Leaders Survey"  

 

Exchange

CME Group

AGENCY: Substance Collective

"Where Risk Meets Opportunity-

Magic Moment"

 

Financial Education

Macquarie Asset Management

"Education Before Assets 2023"

 

Investment Banking

BMO Financial Group 

BMO Capital Markets 

"Trees from Trades:

375,000 Trees And Counting!"

 

Miscellaneous Financial Services 

BNY Mellon

AGENCY: Marketcolor

"2024 Outlook"

Wealth Management

UBS

AGENCY: Marketcolor

"'Next in China' Hub"

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ATTEND AWARD CEREMONY & FORUM

Awards will be presented in an in-person ceremony in New York City on Thursday, March 21, 2024 at Gramercy Institute's Financial Marketer's Forum: NYC.

Winners present at the March 21 ceremony will be awarded a trophy.

Winners not present may purchase trophies.

Event Date

Thursday, March 21, 2024 (8:00AM-12:45PM)

Includes breakfast, breaks & moderated program.

JUDGES

Matthew Alstead, Head of Marketing & Communications, Sands Capital

Scott Anderson, Senior Vice President Marketing, Alger

Kasia Antczak, 2nd VP, Head of Product & Segmentation, Guardian Life 

Bernadette Bridy, Managing Director, Head of Marketing, FS Investments

Matthew Bryan, Director, Head of Marketing, Resource Capital Funds

James Casey, VP, Digital & Creative Services, Selective Insurance

Leslie Checkman, VP, Director, Client Marketing, MFS Investment Management

Elizabeth Coleman-Chen, Head of Alternatives Marketing, Morgan Stanley

Craig Cooperman, VP, Digital Marketing & Social Media, Mutual of America Financial Group

Nick Gassaway, VP, Marketing Manager, Glenmede 

Sheri Gilchrist, Former CMO & President, G2G Partners 

Angela Giombetti, SVP, Head Of Marketing, Wealthspire Advisors

Tara Giuliano, Chief Marketing Officer, Nuveen, a TIAA company

Lynn Hobson, Director, Head, Marketing & Global Strategy, Marketing & Communications, BNY Mellon

Sanna Johnson, Product Marketing-Alternatives, Morgan Stanley

Michael Kazanjian, Chief Marketing Officer, FIDx

Claire Kurmel, Channel & Digital Marketing, Parnassus Investments

Diane Laura, Global Marketing Leader, Analytics Solutions, Analytics Solutions, Marsh

Steve Lee, Senior Managing Director, Marketing & Communications, Guggenheim Securities

Laura Manley, Global Chief Marketing Officer, MetLife Investment Management

Kelly McCarthy, Managing Director, Head, Marketing Operations, PineBridge Investments

Dan McGrath, Vice President, Director of Marketing & Corporate Communications, Federated Hermes

Sarah McNabb, Chief Marketing Officer, GigaStar

Susan Mellon, Director of Marketing, RiverNorth Capital Management

Paige Norton, (former) SVP, Existing Customer Marketing, Citi

Nadine Pizarro, Marketing Director, Stout 

Paula Pullano, Head, Marketing and Communications, BNY Mellon Wealth Management

Rob Stewart, Director, Invesco QQQ Marketing, Invesco US

Liz West, Vice President, Head, Channel and Product Marketing, MissionSquare Retirement

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