top of page

Bank of America & OppenheimerFunds Share

Best-of-Show Honors at Gramercy Awards

​

  • Also, Bank of Americ, OppenheimerFunds, CFA Institute & BMO Financial Group Teams Bring Home “Best of Category Awards”

  • 40 Strategic Excellence Awards Presented to Financial’s Best Known Brands at New York City Event

  • Financial Marketing’s “Elite”  Gathered in New York City at 16th Annual Award Ceremony and Forum

 

New York. Wednesday, March 27.  Gramercy Institute awarded 40 Gramercy Financial Marketing Strategy Awards to the world’s top financial brands at a special ceremony and financial marketing forum.  Brands and their marketing partners were awarded across three overarching categories: Domestic/Single Country, Global/Multi Country and Marketing Focus.  Once awards were presented, a “Best of Category” award was presented in each category. Finally, both Bank of America & OppenheimerFunds Share Top Honors at Gramercy Awards tied for best-of-show!

​

 

Best of Show and Category winners are listed below. 

​

 

“These awards have never had more significance in financial marketing than they do right now.  Financial marketing is changing—fast and these awards honor the strategic work and leadership of those who are not only “doing it right” but who are also leading the way for the entire industry into the future,”  explains Bill Wreaks, CEO of Gramercy Institute. “Engaging financial clients and customers demands thoughtful planning and true expertise in today’s digital age. Those financial brands that are designing great strategies are delivering tremendous value to their financial firms and to all stakeholders.”

 

On behalf of this year’s Gramercy Strategy Judges (see roster below), The Gramercy Institute is proud to announce the winners of the 2019 Gramercy Institute Financial Marketing Strategy Awards.

 

BEST-OF-SHOW-TIE

Bank of America Merrill Lynch

Live Polling Ad Unit

​

OppenheimerFunds

Challenge Borders/Challenge Smart

​

BEST-OF-CATEGORY

MULTI-COUNTRY

CFA Institute

Let's Measure Up

​

BEST-OF-CATEGORY-TIE

SINGLE COUNTRY

Bank of America Merrill Lynch

Live Polling Ad Unit

 

OppenheimerFunds

Challenge Borders/Challenge Smart

 

BEST-OF-CATEGORY

FOCUS

BMO Financial Group

Le Lab BMO Expo Entrepreneurs

 

​

BEST STRATEGY: DOMESTIC & SINGLE COUNTRY

 

ASSET MANAGEMENT-TIE
Business-to-Business
Bank of America Merrill Lynch
Live Polling Ad Unit

ASSET MANAGEMENT-TIE
Business-to-Business
OppenheimerFunds
Challenge Borders/Challenge Smart

ASSET MANAGEMENT
Business-to-Consumer
PGIM Investments
Generational Challenge

ASSET MANAGEMENT
Business-to-Intermediary
DirexionFunds
PARTNER: InvestingChannel
Historical Returns Video Series

BANKING-COMMERCIAL LENDING
Citizens Bank
PARTNER: EMI Boston
Awareness & Momentum

BANKING-RETAIL SERVICES
HarborOne Bank
PARTNER: MERGE
Remarkable

​

BROKERAGE
TradeStation
PARTNER: DiGo
Fresh Look Experiential

 

CORPORATE
Brinker Capital
PARTNER: Seismic
Content Management

EXCHANGES
BMO Financial Group
Equity Through Education

 

FINANCIAL EDUCATION MARKETING
T. Rowe Price
PARTNER: IMPRINT
T. Rowe Price Insights

 

FINANCIAL TOOLS
Business-to-Business
BNY Mellon's Albridge
Integration Nation

 

INSURANCE
AIG
PARTNER: MERGE
AIG Talent Campaign


PERSONAL LENDING
Sallie Mae
Bridging the Dream Scholarship

 

RETIREMENT
Invesco
PARTNER: Deardorff
Shifting DC Times Magazine

WEALTH MANAGEMENT
BlackRock
PARTNERS: Mindshare, InvestingChannel
Blackrock USWA FlyGuy

 

BEST STRATEGY: MULTI-COUNTRY AWARDS

 

ASSET MANAGEMENT
Business-to-Business
RBC Global Asset Management
Sustainable Advantage

ASSET MANAGEMENT
Business-to-Consumer
Invesco
Smart Cities: Investing in the Future

ASSET MANAGEMENT
Business-to-Intermediary
Janus Henderson Investors
Invest in the Power of Disruption


BROKERAGE
BMO Global Asset Management
Better Conversations. Better Outcomes

BUSINESS-TO-BUSINESS
Refinitiv
Thomson Reuters
Refinitiv Launch

BUSINESS-TO-CONSUMER
CFA Institute
Let's Measure Up

INVESTMENT BANKING
BMO Capital Markets
BMO One Stop Shop: BMO Delivers Great Deals

 

BEST STRATEGY: FOCUS AWARDS

 

ANIMATION
Nuveen
PARTNER: MullenLowe
Investing by Example

​

BRANDING
BNY Mellon's Pershing
A-Game

CONTENT MARKETING
Janus Henderson Investors
Income Investing Simplified

DIRECT MARKETING
BNY Mellon
Demand for Depositary Receipts

 

MARKETING INNOVATION
JP Morgan Asset Management & FT
PARTNER: Dianomi
Driving High Quality Audiences

 
INTERNAL MARKETING
Eaton Vance
Eaton Vance Branding
 
METRICS AND OPTIMIZATION
Manulife
PARTNER: Seismic
Digital Transformation
 
PUBLIC/MEDIA RELATIONS
Boston Private
PARTNER: Vested
The Why of Wealth

SEARCH MARKETING
Carillon Tower Advisers
The Missing Piece
 
SOCIAL MEDIA
JPMorgan Asset Management
PARTNER: LinkedIn
Sales & Marketing Alignment
 
TRADITIONAL ADVERTISING
Wells Fargo Asset Management (WFAM)
WFAM Municipal Income Campaign
 
VIDEO MARKETING
BMO Financial Group
Le Lab BMO Expo Entrepreneurs

 

To evaluate award entries, Gramercy Institute assembled a panel of the following leaders in financial services marketing to serve as judges:

 

Judges: 16th Gramercy Institute Financial Marketing Strategy Awards

  • Renée Baker, Chief Marketing Officer, Carillon Tower

  • David Blackburn, Head of Digital Marketing, DTCC

  • Suzanne Burton-Kirdahy, SVP, Enterprise Marketing & Environment Social Governance, Bank of America

  • Bernadette Bridy, Head of Product Marketing, FS Investments

  • Tammy Cash, EVP, Head of Marketing, Horizons ETFs 

  • Andrew Chesney, President, North America, Fundamental Media

  • Kathleen Conley, Customer Success Director, Financial Services, NewsCred

  • Dan Davenport, Executive Editor, Imprint

  • Bonnie DiJoseph, Sr. Creative Advertising Strategist, Vanguard

  • Matt Dunn, EVP & Global Head of Digital Marketing, Pimco

  • Robert Elias, Customer Experience & Performance Marketing, Chubb

  • Jon Ellenberg, SVP, Brand Mktg, UHNW, Bank of America Global Wealth Mgmnt

  • Tara Giuliano, Head of Client and Product Marketing, Nuveen

  • Kim Hanson, Head, Thought Leadership Content, B2B, BMO Capital Markets

  • Janette Jovic, VP, Head of Digital & Content, PGIM/Prudential Financial

  • Amy Leith, Head of Global Markets Mktg, Bank of America Merrill Lynch

  • Wendy Marcone, SVP, Global Marketing, Bank of America

  • David Master, Chief Marketing Officer, Janus Henderson Investors

  • Sarah McCready, SVP, Marketing, DirexionFunds

  • Grace Mistry, Dir. of Mktg, Retail Invtmts & BMO Global Asset Mgmnt-Canada, BMO Financial Group

  • Kirti Naik, Global Head of Brand & Digital Insights, Russell Investments

  • Chase Neinken, VP, Strategic Accounts, NewsCred

  • Ed Nini, SVP, Head of Investment Mktg & Strategy, OppenheimerFunds

  • Janina Peters, Manager, Business Development & Corporate Media, public imaging

  • Nancy Robles, Head of Marketing, NADEX

  • Maryanne Sheehan, Director, Marketing & Comm, RBC Global Asset Management

  • Kara Tierney, SVP, Account Director, MERGE Boston

  • Jeff Wilson, SVP, Marketing & Communication, Citizens Bank

  • Paul Zettle, Head of Product & Offer Management, T. Rowe Price

 

About The Gramercy Institute:

Based in New York, the Gramercy Institute is a leading global think tank for senior marketers from the world’s leading financial institutions and is the world’s largest network for senior marketers from major financial firms.  Gramercy Institute is led by Bill Wreaks, who serves as CEO & Chief Analyst.

 

Its member firms include 40 of the world’s leading financial institutions.  Its network spans a financial marketing community of over 7,000 industry professionals, worldwide.  GI hosts an annual calendar of over twenty-three conferences, summits, forums and award shows each year in leading financial hubs worldwide including Boston, Chicago, Hong Kong, London, New York, Philadelphia, San Francisco and Toronto.

 

The mission of the Gramercy Institute is “to provide insight and information to senior marketers from the world’s leading financial brand while honoring and sharing the industry’s very best practices.”

 

Founded in 2002, The Gramercy Institute also provides research, analysis and consulting to the world’s top financial, media and marketing brands. The Gramercy Institute is led by Chief Executive Officer Bill Wreaks.  Wreaks is seasoned executive with over thirty years of experience servicing the marketing needs of the world’s leading financial brands.  In addition to its Gramercy Financial Marketing Strategy Awards” Gramercy Institute also honors financial marketing excellence through its annual “Financial Content Marketing Award” program as well as its annual “20 Rising Stars in Financial Marketing” program.

 

For more information about the Gramercy Institute, contact: Samantha Wreaks (swreaks@financialadvertising.com), 212-752-0151.

# # # #

bottom of page