GRAMERCY FINANCIAL MARKETERS’ FORUM: LONDON
Financial Marketing 2027:
Trust, Transformation and Growth
in a Modern Marketing Era
Please join The Gramercy Institute along with London’s financial marketing community as we convene to focus on the most important issues driving the financial services marketing industry forward in 2026–and beyond.
PROGRAM
Opening Remarks
Words of Welcome
Bill Wreaks, Chief Analyst, Gramercy Institute
Martin Delcourt, Morningstar
PANELS
Content Without Compromise: Winning Attention in Financial Services While Managing The Risk
How can financial brands create timely, usetul, distinctive content without breaking the bounds of regulatory, reputational, and compliance risks? This discussion will explore the biggest content opportunities ahead-and the guardrails marketers need to put in place now.
Inside & Out: Building Trust Through Internal & External Financial Brand Alignment
A financial brand is only as credible as the experience employees, advisors, partners, and customers have with it. Panelists will discuss how to align culture, employee engagement, customer experience, and market-facing communications around a single, trusted brand promise.
Al in Financial Marketing: The Big Move From Experimentation to Success Driver
Artificial intelligence is reshaping how financial marketers create content, understand customers, personalize experiences, and allocate investment. This panel will separate practical opportunity from hype and identify the capabilities, governance, and human judgment firms need to compete responsibly.
The ETF Moment: Success Stratgies for Financal Marketers & Agencies
ETFs are becoming a major force in the investment landscape, but winning in this growing category requires more than strong performance and competitive fees. This panel explores how financial firms and agency partners can identify high-potential audiences, differentiate their ETF proposition, and create clear, compelling communications that build consideration, support distribution, and drive sustainable growth.
New Engine for Growth: The Sales-Marketing Partnership in Financial Services
The traditional separation between sales and marketing is no longer sufficient for increasingly complex customer journeys. This conversation will examine how financial institutions can unite teams, data, technology, incentives, and customer insight to drive stronger relationships and revenue growth.
Prove It or Lose It: The Marketing Measurement Strategic Imperative in Financial
REGISTER TO ATTEND
Event Date: Thursday, 8 October, 2026 (8:20AM-1:30PM)
Includes light breakfast, break, light lunch & moderated program.
Location: Morningstar
1 Oliver's Yard, City Road, London EC1Y 1HQ, UK
For questions about sponsorship please contact Bill Wreaks
