GRAMERCY INSTITUTE
FINANCIAL MARKETERS’ FORUM: CHICAGO
Financial Marketing 2026:
Managing Change in a Changing World
Gramercy Institute is pleased to announce a Gramercy Forum to take place in
Chicago on November 20, 2025.
Please join us as Gramercy Institute brings together the leading thinkers and key innovators of today in financial services marketing.
Here, several panels of financial marketing thought leaders from the world’s top financial brands will share innovative best practices for success today in financial marketing along with their vision for the future of this industry.
PANELS
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PANEL: Keeping The Course: Staying On-Brand & On-Strategy in a Fast Changing World
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PANEL: Innovation in Financial Marketing: The Benefits & The Risks
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PANEL: AI in Financial Marketing: What It Means to Effectiveness, Efficiency & The Team
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PANEL: Financial Media & Content Distribution: Challenges & Opportunities for the Future
PRESENTATIONS
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PRESENTATION: Demographic-Based Asset Gathering and Customer Acquisition
Andy Corn, CEO & Chief Strategist, E5A Integrated Marketing
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PRESENTATION: Opportunity Acceleration: Strategies for a Hyper-Competitive Market
Anthony Nygren, Managing Director, EMI, Strategic Marketing
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PRESENTATION: The Future is Now: Beyond Branding-Measurable & Trackable FA Engagement
Bob Verrico, Founder & Executive Chairman, InvestingChannel
SIGN-UP TO JOIN US
DATE
Thursday, November 20, 2025
TIME
8:00AM-12:45 PM
LOCATION
The William Blair Building
150 North Riverside Plaza
46th Floor Auditorium
Chicago
Continental Breakfast & Break will be served.
For questions please contact
