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Gramercy Institute hosts over 20 forums each year around the world—this equated to over 350 interviews that Gramercy Institute conducts each year with the top leaders of the financial services marketing world. Gramercy Institute leadership is available to share insights and intelligence on a variety of subjects including (but not limited to) best practices in:


  • Digital Marketing

  • Social Media

  • Content Marketing

  • Mobile Marketing

  • Branding Trends

  • Traditional Media

  • Search Marketing

  • Demographic Shifts

Gramercy Institute frequently releases important industry studies on a variety of topics affecting senior marketers at major financial firms. Recent studies include:


  • Transformative Marketing in Financial Services

  • The Future of Financial Marketing: Owned, Earned & Purchased

  • Digital Marketing in Financial Services

  • What Advisors Want From Their Marketing

  • Digital Media Adoption and others


Gramercy Institute devotes considerable resources to seek out and uncover the best strategies in financial services marketing and who is producing them.  Gramercy Institute, for example, hosts:

  • 20 Rising Stars in Financial Marketing (3rd Year)

  • Gramercy Financial Marketing Strategy Awards (13th Year)

  • The 20 Best Business Ideas in Financial Marketing (New this year)


Gramercy Institute survey’s the financial services marketing industry over 20 times each year in its proprietary “Financial Marketing Barometer Check” research.  This ongoing study takes data points over time and in over 8 separate world markets.  Each survey seeks collective opinion on the state of:


  • Open Mindedness of Financial Marketers for New Products and Services

  • Ability for Industry Partners to Deliver Services to Financial Marketers

  • Trust Levels in Financial Services Marketing

  • Employment Outlook in Financial Marketing


Gramercy Institute Chief Strategist, Bill Wreaks frequently publishes white papers, thought pieces, editorials and interviews though his “Wreaks Speaks on Financial Marketing” column that is broadcast to Gramercy Institute’s greater financial marketing community of thousands.  One recent article is an interview between Bill Wreaks and Michael Ellison, President of Corporate Insight Inc. on the subject of “The Millennial Shift.”

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