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13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY INSTITUTE

FINANCIAL MARKETERS’ ROUNDTABLE

THE ROAD TO FULL FUNNEL GROWTH MARKETING MATURITY: KEY OBSTACLES IN FINANCIAL SERVICES

REPORT #2

Full-funnel growth marketing has emerged as a powerful and transformative approach that can help organizations not only stay competitive but also thrive in

today's dynamic environment. Gramercy Institute is hosting a series of three roundtables to capture senior marketer sentiments on the progress and adoption of full Funnell growth marketing by leading financial firms. 

 

This report, the second in the series of three, is based on the insights and discussions from this roundtable. It is called "The Road to Full Funnel Growth Marketing Maturity: Key Obstacles in Financial Services." 

This Report...

 

  • Builds upon the remarkable promise of full funnel growth marketing that was sited in the first report.

  • Identifies the challenges confronting financial marketers today in adopting robust growth marketing practices.

  • Forged a consensus on the keys to overcoming common challenges associated with financial firms embracing effective growth marketing strategies in financial services, both today and in the future.

This roundtable brought together industry leaders from major financial firms and growth marketing experts to explore the challenges and opportunities that growth marketing presents.

ROUNDTABLE DELEGATES
 

  • REBECCA BALES, Managing Director, Marketing, State Street

  • LAURA BRESLAW, Chief Marketing Officer, CapGemini

  • ESTI BUSKIN, Managing Director, Head, Retirement Marketing, Nuveen

  • KURT GENDEN, Founder & Managing Partner, TrueVoice Growth Marketing

  • ANDY O’ROURKE, Chief Marketing Officer, Direxion Funds

  • BILL WREAKS, Chief Analyst, Gramercy Institute (Moderator)

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