Gramercy Institute is proud to celebrate the work and leadership its 2020 honorees for The Gramercy Institute Financial Marketing Leadership Awards.
FINANCIAL TEAM HONOREES
Breckinridge Capital Advisors
Effective Execution of Initiatives: Under the guidance of Breckinridge’s first CMO, who has more than 20 years of industry experience, the specialty firm’s marketing team continuously exhibits outstanding leadership in the development and execution of campaigns aligning with their ESG and fixed income capabilities. In the midst of volatility this year, Breckinridge ($40B AUM) never wavered from its core philosophies and instituted platforms spanning International Women’s Day, Earth Day, bond market volatility, among others, that drove meaningful business impact.
Team: Dominica Ribeiro, Chief Marketing Officer Kristin Wetherbee, Senior Marketing Associate Jim Durning, Sr. Investment Writer Rachael-Lyn Makuch, Creative Marketing Specialist Carly Downer, Marketing Associate Christian Caswell, Sr. Marketing Associate Kelly Wight, Director of Corporate Sustainability
Enhanced digital platform complements our in-branch experience: Our Marketing team re-imagined our digital platform to empower clients to manage their financial lives with confidence. We designed and marketed the online and iOS and Android mobile-app platforms using extensive qualitative and quantitative research including: 150 client interviews, surveying 3,000 investors, 12 design sprints, and six months observing interactions at branch offices. The platform allows clients to monitor retirement-goal progress and collaborate with their financial advisors regarding new goals, milestones and lifestyle tradeoffs.
Team: Colleen Jaycox Mann, Dan Haskins, Beth Wiggins, Amy Schuster, Kate Buback, Kottia Abernathy, Lisa Gratop, Jim Goodman, Melissa Schermer, Terrence Freeman, Blake Moyer, Matt Myers, Denise Marquardt, Jessica Luebke, David Ham, Andrea Szcesniak, Aaron Cole, Holly Etchison, Emery Skolfield, Jessica Rosburg, Kelly Day, Nick Brock, Lindsay Baumgartner, Tyler Cote, Vladimir Vassiliev, Bob Sparks, Vergia Burrell, Catina Smith, Erin Wells, Jarvis Haney, Ashly Siegfried, Parker Stanton, David Christopher, Sara Jo Scott, Amanda Largent, Michele Dixon, Renee Ratcliffe, Pete Odum
Paycheck Protection Program Information: In the face of uncertainty and troubling times, our team came together to execute imperative communications to our customers. By establishing a frequent and inclusive communications strategy, our customers were prepared and stayed informed throughout the Paycheck Protection Program process. Our team went above and beyond to provide a clear customer journey with no errors and nearly 100% of our applicants receiving SBA funding.
Team: Liz Rhodes, Amy Jablonski, Christina DeNisco, Alexander Dean, Chris Engel, Justin Poser, Christa DeSpirt
J.P. Morgan Asset Management
Market Volatility Response: J.P. Morgan Asset Management (JPMAM) prides itself on putting clients first. As the world started to see market impacts from COVID-19 the firm reacted quickly to take action because it already had a plan in place. This allowed the marketing team to create differentiated messaging and provide advisors and institutional clients with insights they needed right when they needed them. The response included increased access to Global Market Strategists, more frequent client outreach via daily calls, and improved visibility across financial media platforms. These efforts led to an increase in global website views, attendees at digital events, press placements, and LinkedIn followers.
Re|think digital resource center: The team built a NEW Digital Resource Center, and enhanced digital capabilities to provide clients with insights on the things that matter most to them. All of this couldn’t have happened without great leadership and collaboration across different regions, time zones, and cultures. To energize the campaign, the team filmed a “WeAreMunichRe” video: https://www.youtube.com/watch?v=LlIF49Xq-fM to signal the strength of our global organization, and assembled an omni-channel amplification plan and overview video: to share with clients. www.munichre.com/ReThink. To date, the landing page is among the most frequently accessed pages on Munichre.com, and is generating strong engagement with an average time on site of 1:50 minutes.
Team: Global Communication Team
Nuveen's global coronavirus response strategy: Nuveen has supported the financial futures of millions of people for over 120 years – including through times of great adversity. Throughout the coronavirus pandemic, Nuveen proactively implemented a cohesive marketing communications strategy allowing us to anticipate the needs of our employees and clients globally, pivoting when the changing environment requires us to adjust course. Our strategy has been grounded in candid and transparent communications that have positioned Nuveen as a trusted source of advice during these times of incredible market volatility and uncertainty by keeping our clients and employees informed about how the pandemic affects markets and investment portfolios.
Team: Nuveen Marketing