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“The Financial Marketing Up-Front”

August 20, 2020

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Social distancing has affected the way marketers can meet their partners this fall—but nothing has changed the fact that in 2021, leading financial brands will have distinct marketing needs that only the perfect marketing partners can satisfy.


Gramercy Institute's 2021 Great Financial Marketing & Media Showcase is a webinar-based catalyst for partnership introduction and reinforcement between today's leading financial brands and the most innovative and reliable marketing and media partners in the world. This 4-webinar "showcase" will take place in four 90-minute segments (11:30 AM to 1:00 PM NYC Local Time). Here financial media and marketing partners will be expressing their services and their unique value propositions in an informative, organized and controlled webinar environment designed to benefit both the financial brands as well as potential partners.

Join Us Next Time!

For info on your company joining "The Great 2021 Financial Marketing & Media Showcase" as either an "Exhibitor"

or as an "Attendee," contact:




InvestmentNews is the trusted resource for financial advisers. Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, and events. Our reach includes 1.1M financial services professionals who influence more than $23T in managed assets. We have built core communities around: Retirement Strategies, Taxes, Fintech, Practice Management, ESG, and Diversity & Inclusion. Our technology-led platforms and intelligence, coupled with reader engagement, allows us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing content that enables advisers to do

their jobs better.


Christine Shaw, CEO, InvestmentNews

Katie Downey, Marketing Director, InvestmentNews



MERGE offers an uncommon combination of strategy, creativity and technology. We help clients in the financial services and healthcare industries build brand eco-systems that optimize customer touchpoints and interactions. MERGE is continually pioneering solutions that straddle opportunity identification, product design, media, experience design and technology.

Presenter: Jon Ianelli, EVP, Managing Director, MERGE



Where Capital Markets Speak: TabbFORUM is the site for thought leadership on important issues affecting global capital markets. Launched by TABB Group in February 2010 exclusively to capital markets professionals, TabbFORUM is “where capital markets speak” — it’s the place for exchanging ideas and information, finding out what your colleagues in the industry are thinking about and engaging in lively debate. Our Members: TabbFORUM’s distribution capabilities are targeted to an influential (and growing) audience of senior executives, traders at buy-side and sell-side institutions, regulators in 15 countries, exchange and market center officials as well as thousands of journalists and market commentators. Given any member may share his/her opinion without interference from our editors; we do require members fill out a registration form to ensure that they are qualified members of the global institutional capital markets community. TabbFORUM offers its marketing partners a wide range of content marketing, lead gen and brand awareness marketing solutions.

Presenter: Bruce Morris, CEO, Tabb Group

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Vested isn’t just a social media shop or a media relations service for financial services. While we do both (and plenty more), Vested’s approach to communications and marketing spans all platforms and we believe the best results are achieved when paid, earned, shared and owned channels

are leveraged together. The combination of these platforms allows us to tailor the way we tell a client’s story to the particular medium, while thoughtfully amplifying that message to specific audiences.

Presenter: Dan Simon, CEO, Vested

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