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Winners Announced: Gramercy Institute Financial Marketing Strategy Awards


New York City. On Thursday, June 25, Gramercy Institute held its 12th annual “Gramercy Institute Financial Marketing Strategy Awards” held at Le Cirque in New York City. A room packed with senior financial marketers, agency executives, media leaders and others gathered together to celebrate this year’s winners.


Two big winners were announced at the close of the forum: Franklin Square Capital Partners won “Best of Show-First Runner Up.”  The very top honor (“Best of Show”) went to investment bank BMO Capital Markets for its global marketing strategy.


“Strategy has never been as important in financial marketing as it is today,” explains Bill Wreaks, CEO of Gramercy Institute. Engaging financial clients and customers demands thoughtful planning and true expertise in today’s digital age. Those financial brands that are designing great strategies are delivering tremendous value to their financial firms and to stakeholders.”


During the course of the morning a total of twenty-nine financial marketing teams, hailing from the world’s top financial, marketing and media brands, claimed their trophies, (in alphabetical order):  Accion, ACE Group, AIG, Allianz Global Investors, ARIA Consulting, Bank of America Merrill Lynch, Bank of Montreal, BMO  Capital Markets, BNY Mellon, Citi, City National Bank,  CJ Affiliate by Conversant, CNL Healthcare Properties, Dean Media, Direxion Investments, Ditech, Eaton Vance, Fidelity Investments, Franklin Square Capital Partners, Havas, HNW, Imprint, InvestingChannel, JP Morgan Asset Management, JP Morgan Chase, Kiosk, King & Tuke, MFS, Nadex, Nationwide, PARTNERS + simons, Pershing, a BNY Mellon Co., Razorfish, Ready Set Rocket,  Seed Equity, Stifel Moneta Group, Sullivan, TD Ameritrade, Trafficbuyer Digital, Viteos Fund Services and Wilde Agency.


“Today in financial services marketing, strategy is everything,” says Bill Wreaks, Chief Executive Officer of the NYC-based Gramercy Institute. “In this accountability-driven era,  every marketing dollar counts—not only to those in marketing, but to all brand stakeholders and stockholders. In short, marketing strategy can make (or break) a financial brand.  Now in its 13th year, this important award has answered the high calling of honoring strategic excellence in financial marketing.”


On behalf of this year’s Gramercy Strategy Judges (see roster below), The Gramercy Institute is proud to announce the winners of the 2015 Gramercy Institute Financial Marketing Strategy Awards.




  • ACCOUNTING: Viteos Fund Services ("Outsourced Shadow Accounting")

  • BROKERAGE (Business-to-Consumer): TD Ameritrade ("Trader Campaign") Agency: Havas

  • BROKERAGE (Business-to-Business): Stifel, Moneta Group, LPL ("Financial Advisor Personal Brand Scorecard") Agency: ARIA Consulting LLC

  • CREDIT CARD & PAYMENT SYSTEMS: Citi ("Double Cash Holistic Search") Agency: Razorfish

  • CURRENCY EXCHANGE: Nadex ("Binary Options Course Pack") Agency: InvestingChannel

  • COMMERCIAL LENDING: Accion ("Connecting Entrepreneurs with Micro-loans") Agency: Ready Set Rocket

  • CORPORATE (Business-to-Consumer): Seed Equity ("Equity Crowdfunding") Agency: Dean Media

  • CORPORATE (Business-to-Intermediary): MFS ("MFS InvestingChannel Portrait") Agency: InvestingChannel

  • CONSUMER LENDING:  Ditech ("Ditech Brand Relaunch")

  • INVESTMENT BANKING (Business-to-Business), BMO Capital Markets ("Capital Markets Quarterly")

  • INVESTMENT BANKING (Business-to-Intermediary): Eaton Vance ("IVT: Income, Volatility and Taxes"), Agency: HNW

  • LIFE & ANNUITY INSURANCE: Nationwide ("Long Term Care"), Agency: Wilde Agency

  • MISCELLANEOUS SERVICES (Business-to-Business): Franklin Square Capital Partners

  • MISCELLANEOUS SERVICES (Business-to-Consumer): Fidelity Investments ("In the Money"), Agency: Imprint

  • MUTUAL FUND: JP Morgan Chase, JP Morgan Asset Management

  • RETIREMENT: Nationwide ("Accelerated Retention"), Agency: Wilde Agency

  • WEALTH MANAGEMENT: Bank of Montreal ("Social Presence")



  • INVESTMENT BANKING: BMO Capital Markets ("Global Metals & Mining Conference App")

  • MISCELLANEOUS SERVICES (Business-to-Business): Pershing, a BNY Mellon Co. ("Relaunch of")

  • PROPERTY & CASUALTY INSURANCE (Business-to-Business): AIG ("Property Thought Leadership Content"), Agency: PARTNERS + simons

  • PROPERTY & CASUALTY INSURANCE (Business-to-Intermediary): ACE Group ("Vive La France"), Agency:  Trafficbuyer Digital

  • WEALTH MANAGEMENT: BNY Mellon ("Global Digital Strategy-Refresh")


  • MEASURED RESULTS: Citi ("Traveling to Bigger Results with Citi Cards"), Agency: CJ Affiliate by Conversant

  • DIRECT MARKETING: CNL Healthcare Properties ("Leveraging Longevity")

  • GAMIFICATION MARKETING: Allianz Global Investors ("SmartRisk"), Agency: King & Tuke

  • INTERNAL MARKETING: Merrill Lynch ("Wealth Allocation Framework"), Agency: Sullivan

  • MOBILE MARKETING: City National Bank, Agency: Kiosk

  • SEARCH MARKETING: Stifel, Moneta Group, LPL ("Financial Advisor Personal Brand Scorecard"), Agency: ARIA Consulting LLC

  • VIDEO MARKETING: Direxion Investments ("InvestingChannel iLay"), Agency: InvestingChannel 


To evaluate award entries, Gramercy Institute assembled a panel of the following leaders in financial services marketing to serve as judges:


Julian Aldridge, VP, Brand Evangelism and Activation, Charles Schwab, Richard Alpert, Principal, Crimea River, Ltd., Mike Boush, SVP, E-Business & Chief Digital Officer, Discover Financial, Jon Dean, Founder, Dean Media Group, Mark DiMassimo, CEO & Chief Creative Officer, DiMassimo Goldstein, Valerie Franco, Vice President, Marketing, Duff & Phelps, Kristine Giarruso, Sr. Marketing Manager, Columbia Management, Wayne Hsieh, Director, Digital Marketing, Manulife Asset Management, Denise Karkos, CMO, TD Ameritrade, Erin Meijer, Vice President, Marketing, BlackRock, Tim Mickelborough, CMO, The Global Marketing Exchange, Tom O'Regan, Chief Executive Officer, Madison Logic, Tobi Rammo, Head of Social Media & Digital Content, NA, BMO Financial Group, Noreen Ross, Vice President, Marketing, Goldman Sachs, Jill Ryan, Director, Channel Marketing, Prudential Annuities, Russell Rubino, Vice President, Global Marketing, Nasdaq, Jim Schaberg, Managing Director, Incapital, Cynthia Stark, Vice President, Global Digital Strategy, Sun Life Financial, Scott W Stevens, Head of Marketing, Asset Management, EMEA, BNY Mellon, Geoffrey Underwood, Director of Brand Marketing, EatonVance, Andrew Wagner, Founder & CEO, Trafficbuyer Digital and Jeffrey Wilson, SVP, Marketing, GE Capital


About The Gramercy Institute:


Based in New York, the Gramercy Institute is a leading global think tank for senior marketers from the world’s leading financial institutions. Its member firms include 33 of the world’s leading financial institutions.  Its network spans a financial marketing community of over 5,000 industry professionals, worldwide.  GI hosts an annual calendar of over twenty-three conferences, summits, forums and award shows each year in leading financial hubs worldwide including Boston, Chicago, Hong Kong, London, New York, Philadelphia, San Francisco and Toronto.


The mission of the Gramercy Institute is “to provide insight and information to senior marketers from the world’s leading financial brand while honoring and sharing the industry’s very best practices.”


Founded in 2002, The Gramercy Institute also provides research, analysis and consulting to the world’s top financial, media and marketing brands. The Gramercy Institute is led by Chief Executive Officer Bill Wreaks.  Wreaks is seasoned executive with over twenty-five years of experience servicing the marketing needs of the world’s leading financial brands.  In addition to its Gramercy Financial Marketing Strategy Awards” Gramercy Institute also honors financial marketing excellence through its annual “20 Most Valuable Partners in Financial Marketing” program as well as its annual “20 Rising Stars in Financial Marketing” program.

For more information, contact: Samantha Wreaks (, 212-752-0151.


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