Crisis Response 2020: Financial Marketing in Uncertain Times

Gramercy Institute will release an important, timely and brand new research study on March 26, 2020. This industry study, 

“Crisis Response 2020: Financial Marketing in Uncertain Times,” 

features the collective opinion of 100 to 120 senior marketers from

the world's leading financial brands.


Purchase Study (one-company license): $695 (Pre-Publish Price-Expires 3/26)


Purchase Study (one-company license): $895 (3/27 and After)

“Our world is a different place from the one we woke up to just two or three weeks ago, says Bill Wreaks, Chief Analyst at Gramercy Institute. “We’ve all watched the pandemic unfold and we’ve witnessed the consequences it has presented to global financial markets. What remains unclear, uncertain and—until now—unknown is what this all means to the financial services marketing industry.  


Gramercy Institute along with well over one hundred senior colleagues delivers direct answers to the industry’s questions as it publishes this important study. 


This in-depth report will contain a one-page executive summary and  approximately 15 annotated charts, documenting and describing the opinions and sentiments of marketers from the world’s leading financial brands. Finally, this important report will include approximately 20 specific recommendations specifically for financial brands, financial agencies and financial media and marketing partners on how to most effectively navigate these uncharted waters of the industry.


Purchasers will have the opportunity to receive specific set of action-oriented recommendations oriented for financial firms, for agencies or for financial media/marketing partners.


Gramercy Institute will be issuing a “Summary Report” to its full global financial services community. Full studies with charts and recommendations are available for purchase.


This study was fielded the week of March 16, 2020 in direct response to the pandemic and financial crisis.


Marketers from over 80 leading financial firms agreed to participate in this study. 85% are "senior/very senior" marketers at leading financial financial firms.


Request info on the roster of 80 leading financial firms that these study respondents work for


Request information on sponsoring this study

Marketers from leading financial firms were asked survey questions that fell into nine basic categories:

  • About The Financial Marketer

  • Financial Marketing’s Response to The Crisis

  • Customers’ & Clients’ Needs (Consumer/B-to-B)

  • Tonality Today in Financial Marketing

  • Media: What Works Best–Right Now

  • Messaging Advice at Sensitive Times

  • Agency & Partner Relations 

  • Crisis Duration Expectations

  • Employment Shifts on The Horizon