BENEFITS OF FINANCIAL FIRM 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. 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.
Membership in the Gramercy Institute is by invitation only exclusively reserved for marketing teams from the world's leading and most innovative financial brands.
GRAMERCY INSTITUTE
MEMBER FIRMS
Arbor Realty Trust
Allpring Global Investments
abrdn
Allianz
Amundi
AXA Investment Managers
BMO Financial Group
BNY Mellon
Bank of America
BlackRock
Breckinridge Capital Advisors
Brown Brothers Harriman
Broadridge Financial
CapitalOne
CFA Institute
Citi
Citizens
CME Group
Columbia Threadneedle
Deutsche Bank
Direxion Funds
DWS Group
Dynasty Financial Partners
EY
Fidelity Investments
FM Global
FS Investments
Harding Loevner
Harrison Street
Janus Henderson Investors
JPMorgan Chase
Macquarie
MFS Investments
Mission Square Retirement
Morgan Stanley
Mutual of America
Natixis Investment Managers
Prudential
Sharegain
S&P Global
Transamerica
Wells Fargo
William Blair & Company
WSFS Bank
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.
Panelist and Speaker Invitations
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.
Financial Marketer TV
The series features 6 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.
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.
Gramercy Institute Members-Meet Your Partners!
Each year Gramercy Institute gathers together financial marketing’s leading and up & coming agencies, marketing partners and media properties to share with Gramercy Institute member firms their most compelling value propositions. This webinar-based event comprises separate showcases featuring the best and latest thinking and services for the benefit of GI's member firms. Gramercy Institute member firms receive 5 passes for team members to learn about our industry’s leading partners.
Nominate A Rising Star!
Each Gramercy Institute member firm is invited to nominate at least one “Rising Star” from your own financial brand to be one of GI’s honorees in our “20 Rising Stars in Financial Marketing” award ceremony and reception. This is an important and public opportunity to acknowledge the work of an up-and-coming colleague.
Access to GI’s “Financial Agency Short List”
Gramercy retains a stable of “best practice” financial agencies. All are financial specialists—each with a different areas of expertise. GI seeks out and retains these agencies to provide opinion and guidance to Gramercy’s member firms.
Access: Gramercy Institute Video Library
Gramercy Institute corporate members receive access to Gramercy Institute’s “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, London and Toronto.
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: "What Asset Management Marketers Want from Their Marketing" and "Growth Marketing Trends in Financial Services."
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
From time to time, Financial marketing member 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.
Pricing
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 sponsorship of Gramercy Institute's forum series.