The Benefits of Corporate Membership


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. Gramercy Institute is the largest such global network in world. Membership in the Gramercy Institute is available exclusively to major financial brands around the world. 


In addition to numerous other benefits, membership provides two  “Season Passes”  for marketing team members to attend up to twenty (20) Gramercy Institute events/forums in eight different cities around the world.  These financial marketing forums feature the best and brightest experts and fellow senior financial marketers and are designed to explore the topics and concepts that all senior financial marketers should be focused upon today. The benefits of these forums go both ways, for not only can member brands learn from those presenting, but they can also promote the success of their own brands to the financial marketing industry at large. 


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




Keeping The Team Up To Date-Tickets to Attend All "Gramercy Forums"

Gramercy Institute member teams receive 3 season tickets for their marketing team members to attend GI’s 20 “Best Practice” Gramercy Forums each year. That's 40 tickets per year to attend Gramercy Forums (tickets normally cost $350 each--or more)!  About 20 half-day Gramercy Financial Marketers' Forums are held each year in Boston, Chicago, London, New York, Philadelphia, San Francisco and Toronto.  

(Please note that tickets apply to Gramercy Forums only and not to special award programs or private events)


Attend Our Overnight Summit!-Tickets to Attend "Gramerc Financial Marketers' Summit"

Gramercy Institute member teams receive one (or more) complimentary Delegate Pass (includes lodging, meals, activities and program) to attend our legendary Gramercy Financial Marketers' Summit. This is an extraordinary experience available at no charge to our valued member brands.


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 at Gramercy Forums--attending Gramercy Forums 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.  


New Learning for Marketing Team-Tickets to Attend Gramercy Master Classes Sessions

Gramercy Institute hosts “Master Classes” for senior marketers from leading financial brands.   Member financial brands receive two (2) tickets to attend each Gramercy Master Class Session.  Topics have included, “Mapping the Customer Journey in Financial Services,” "Reputation Management," “Making the Financial Marketing Business Case” and "Marketing Automation in Financial Services."


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 Partner-Check Service helps to relieve some of the uncertainty through Gramercy Institute’s 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.


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.


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.


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.


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 of 20 different Gramercy forums each year. 


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 fall in New York City.


Membership in the Gramercy Institute is reserved exclusively for marketing team members at major financial firms. Member "Season Passes" are useable by any marketing team members at each member firm (limit 3 per forum). Please note that season passes may not be used by agencies, media, or other service providers of the financial firm member.



Aberdeen Standard Investments


Aviva Investors


BNY Mellon
BNY Mellon | Pershing
ank of America 
Bank of America Merrill Lynch

Brown Brothers Harriman

Broadridge Financial

Carillon Tower Advisers

CFA Institute
CME Group

Columbia Threadneedle
Deutsche Bank

Direxion Funds
Ditech Financial

Duff & Phelps
DWS Investments

Eaton Vance

Fidelity Investments

FS Investments
Hamilton Lane


Janus Henderson Investors
JPMorgan Chase & Co.

Lincoln Financial Group

Northern Trust

Pioneer Investments

TD Ameritrade

Wells Fargo