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The Gramercy Institute is an exclusive network devoted to inspiring and enhancing the professional development of marketing team members at the world’s leading financial firms. In the process it is the mission of the Gramercy Institute to raise the bar of excellence for the global financial services marketing industry, at large. Gramercy Institute is the largest such global network in world and has been delivering on its mission since 2002. 


Gramercy Institute is proud to present its membership benefits offering for the next 12 months.


Membership in the Gramercy Institute is by invitation only exclusively reserved for marketing teams from the world's leading and most innovative financial brands.


10 Gramercy Institute Forum Passes

Gramercy Institute member teams Receive 10-Free Passes to Attend any number of Gramercy Financial Marketing Forums during the course of your membership!  This means you can send 10 team-mates to one event, 2 team members to five events, or 1 team member to 10 separate events during the course of your financial firm’s membership. This is a $4K value! Please note that these passes are for team members at your own brand only and apply to “Gramercy Forum” events and may not apply to “Rising Star” events or summits.

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Financial Marketer TV

The series features 10 leading minds from top financial agencies as they share their opinions and their insights regarding these specific subject areas.


This landmark webinar series takes place weekly through the month of September. And is available at no charge to all Gramercy Institute member financial firms. 



Aberdeen Standard Investments


Aviva Investors


BMO Financial Group

BNY Mellon

Bank of America 


Breckinridge Capital Advisors

Brown Brothers Harriman

Broadridge Financial

Carillon Tower Advisers


CFA Institute


CME Group

Columbia Threadneedle

Deutsche Bank

Direxion Funds

DWS Group

Eaton Vance


Fidelity Investments

FM Global

FS Investments

Janus Henderson Investors

JPMorgan Chase

Lincoln Financial Group


Morgan Stanley at Work

Natixis Investment Managers

Northern Trust




TD Ameritrade

Wells Fargo

William Blair & Company


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Financial Agency Brilliance Webinar Series.


All member financial firms of the Gramercy Institute are invited (along with their marketing team members) to view/participate in this highly-relevant and compelling panel discussion series featuring the very top agency minds in financial services marketing today.

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Gramercy Institute Members-Meet Your Partners!

Each year Gramercy Institute gathers together financial marketing’s leading and up & coming agencies, partners and media properties to share with Gramercy Institute member firms their most compelling value propositions. This webinar-based event comprises separate 90 minute “showcases.”  Gramercy Institute member firms receive 5 passes for team members to learn about our industry’s leading partners.

Access: Gramercy Institute Video Library

Gramercy Institute corporate members receive full access to Gramercy Institute’s password protected “Intelligence Library.” This laser focused intelligence source includes numerous research and intelligence reports and webinar recordings across a vast array of topics. For example, GI’s Intelligence Library contains: Written industry interviews, webinar recordings from Gramercy Institute’s past series, webinar recordings of Gramercy Institute’s partner showcase as well as webinar archives of Gramercy Institute’s Financial Marketer TV (all 12 episodes). Gramercy Institute member firms—and their teams—have access to it all!

A Full Calendar of Gramercy Webinar Programming

Gramercy Institute hosts a full series of webinar based events designed to bring financial marketing teams together across a variety of topics. For example, The Gramercy Institute Agency Brilliance Webinar Series includes expert agency panelists chiming in on a series of topics including: Branding, Media, Content Marketing, Internal Marketing, Partnership and Measurement. Also, groups of colleagues are planned around leading world markets in New York, Boston, San Francisco, London, Toronto and Sydney.

What's Your Own Story?--Share Your Brand's Success

What kind of “buzz” does your financial brand have within the financial marketing industry? Beyond what you learn through Gramercy programming, Gramercy Institute is also about sharing your own financial brand's success story with our industry. Launching a new campaign? Undertaking a new initiative? Gramercy Institute is pleased to invite member financial firms to share THEIR OWN success stories with our important industry audiences through panelist invitations and other means.  

Know Thy Partners-Gramercy Institute Partner-Check Service

Partnership between financial firms and the thousands of marketing partners seeking to work with them is today a necessary part of doing in business in the financial services marketing space. Sorting through these potential partners to find the real value leaders is daunting and (potentially) dangerous work. Gramercy Institute’s helps to relieve some of the uncertainty through its Partner-Check Service. Through its Partner-Check service, Gramercy Institute fields opinion requests to marketers at other financial firms to request their reputational “take” on a potential partner. Gramercy Institute then consolidates these opinions and other available information into a “Gramercy Partner-Check Brief” to help marketers make a better-informed decision before engaging a partner.  Three (3) Partner-Check reports are available to Gramercy Institute member brands each year at no charge. Partner-Check reports cost $1100 for each report thereafter.

The Sense of the Industry: Gramercy Reports

Gramercy Institute regularly undertakes, backs and sponsors important research for the financial marketing industry and releases these studies to its member firms. Member firms receive access to all Gramercy research reports. Recent reports include: Crisis Response, Financial Marketing in the New Normal, and a Five-Part Interview Series that Involved 17 senior industry leaders analyzing various aspects of financial marketing in light of the Global pandemic crisis. Additional reports and single-focus webinar interviews take place all year along providing value to Gramercy Members.

You’ve Got Questions—We’ve Got Answers.

Gramercy Institute Custom “One-Pager” Research Briefs

Gramercy Institute member brands receive up to three (3) custom “One-Pager” research briefs on questions they might have related to financial services marketing. Example reports might respond to member research questions such as, “Do you have any data that might help us better understand what percentage of revenues we should devote to marketing?” or “Can you tell me what banks spend the most in the US on TV? or “Can you list the five largest “robo-advisors” in the US, based on revenues?. Example queries are virtually limitless, as long as information is available to Gramercy research team. Most “One-Pager” research requests are turned around within two (2) business days. Some conditions may apply. Gramercy member brands receive up to three (3) “One-Pager” reports per year with their membership.  Beyond this, there is a charge of $495 per report.

Lead or Follow? Industry Leadership

Gramercy Institute membership is limited to those financial firms that are leading the global financial services marketing industry forward. The leadership of Gramercy Institute members is underscored throughout the entire year. Gramercy Institute publicly thanks and presents its roster of member firms at each live Gramercy forums each year. 

Outbound To The Industry: Gramercy Financial Marketer Interview

(Optional Benefit) From time to time, Financial marketing teams have news, new campaigns or initiatives that that they wish to share with the greater financial marketing universe. Gramercy Institute provides its membership with an effective means to disseminating its news to the financial marketing industry. Once each year (at the request of our member brands) Gramercy Institute will be pleased to conduct a “five-question” Interview with each member firm and send this interview out to Gramercy Institute’s extensive financial marketing community network. Interviews include Q&A for five questions as well as a photo of interview subject.

Connections Not Contacts: Highly-Relevant Business Connections

Financial marketing is a relationship business. Gramercy Institute is the world’s leading think tank for senior marketers at major financial firms. Each Gramercy Forum is a carefully assembled assembly of relevant industry players from the marketer, agency, media and service provider areas. Each group is invited in proper ratio to insure the most relevant and impactful experience for all parties involved. The result is that our member teams receive the right intelligence from the right people and in the process forge meaningful and valuable relationships with the right industry colleagues.

Two-Way Expression: The Gramercy Network

Gramercy Institute offers a special “invitation only” (special access) chat groups to Gramercy member financial brands so that marketer-only conversations can take place and questions can be posed exclusively between financial brand teams.


The annual price for your financial brand to receive the benefits outlined above (and others) is only $2,495

A "Premium Membership" is offered for only $4,995 and includes all standard membership benefits plus a full sponsorship of Gramercy Institute's world-famous "20 Rising Stars in Financial Marketing" celebration held each year in New York City.

Membership in the Gramercy Institute is reserved exclusively for marketing team members at major financial firms. Please note that season passes may not be used by agencies, media, or other service providers of the financial firm member.

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