13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY INSTITUTE IS PLEASED TO ANNOUNCE WINNERS FOR ITS 2021

FINANCIAL CONTENT MARKETING AWARDS

Content-as-marketing has proven to be a highly-effective and extremely-efficient means for financial marketers to connect in meaningful ways with core target audiences. The result: content marketing has become a significant plank in nearly every financial marketing platform. This award was established to recognize excellence & achievement in FINANCIAL CONTENT MARKETING.

Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.

SINGLE-COUNTRY AWARDS

 

Asset Management (B-to-B)

Breckinridge Capital Advisors 

“Brand Awareness Digital Content Marketing Campaign”

 

TIE: Asset Management (B-to-I)

Calvert Research and Management

“Calvert: ESG Leadership in a Tumultuous Year”

TIE: Asset Management (B-to-I)

State Street Global Advisors

AGENCY: Fundamental Media

“MDY Get UP Campaign”

 

Bank-Commercial Lending

AGENCY: EMI Strategic Marketing

Citizens Commercial Banking

“Citizens Commercial Banking M&A Outlook 2021”

 

Bank-Retail Services

Wells Fargo Bank

AGENCY: Imprint

“Wells Fargo Money Strategies”

 

Consumer Lending

(Mortgage, Home Equity, Auto)

PenFed Credit Union

"From Curious to Closing - 7 Steps to Home Ownership”

  

Corporate

Morgan Stanley 

“Countdown to Mars Integrated Program”

 

Exchange (Currency)

BMO Financial Group

BMO Capital Markets 

“Road to Recovery”

 

Insurance 

Lincoln Financial Group

“Lincoln Financial Group--Defined Outcome Funds Core Client Guide”

  

Investment Banking

RBC and City National Bank

“Change a Life”

 

Miscellaneous Financial

Products & Services

Lincoln Financial Group

“Lincoln Financial Group’s Challenge Accepted Program”

 

Personal Investing

T. Rowe Price

AGENCY: Imprint

“T. Rowe Price Insights “

 

Retirement Services (B-to-C)

Mutual of America Financial Group

“Women and Retirement "A Retirement of Our Own"

 

Retirement Services (B-to-B)

BNY Mellon Investment Management

AGENCY: Editions Financial

“Turning Retirement Plan Professionals into Retirement Plan ARCHITECTS”

 

Treasury Services

Santander Commercial Banking

AGENCY: EMI Strategic Marketing

“Santander Treasury Essentials”

MULTI-COUNTRY AWARDS

 

(TIE): Asset Management (B-to-B)

Alger

“Content Marketing Program”

 

(TIE): Asset Management (B-to-B)

Janus Henderson Investors

“The Right Side of Disruption”

 

Asset Management (B-to-I)

State Street Global Advisors

AGENCY: EMI Strategic Marketing

“State Street Global Advisors Precision Gold Messaging”

 

Bank-Commercial Lending

BMO Financial Group

BMO Financial Group / BMO Harris Bank

“Brian Belski’s 2021 Outlook”

  

Corporate

Morgan Stanley 

“Morgan Stanley at 85”

 

Exchange (Commodities)

CME Group

“New Open Markets”

 

Exchange (Currency)

BMO Financial Group

BMO Financial Group/ BMO Capital Markets /Asset Management

“COVID 19: Navigating the Pandemic”

 

Exchange (Equities)

London Stock Exchange

“ESG at the Heart of Investment Strategies”

 

Investment Banking (B-to-B)

Barclays Investment Bank

"Themes Strategy”

 

Investment Banking (B-to-C)

CFA Institute

“The Future of Work in Investment Management”

 

Miscellaneous Financial Products & Services

SEI 

SEI Investment Manager Services

AGENCY: Carpenter Group

“The Exponential Pull of Innovation”

 

Wealth Management

Morgan Stanley 

“Women Without Limits”

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Join Us

Trophies will be presented to winning teams at the Gramercy forum (agenda below) & award presentation event. Best of Category and Best of Show awards to be announced at this event as well. For tickets and/or branded tables for winning teams, please use links below. Space is very limited. We encourage teams to reserve tickets and tables promptly.

Event Date: Thursday October 28th 2021 (8:00AM-12:30PM)

includes breakfast, breaks & moderated program.

Location: 3 West Club | 3 West 51st Street, New York, NY 10019

COVID-19 PROTOCOL

Only COVID-19 vaccinated people may attend this event  

Attendees will be required to show a copy of the vaccine card prior to entering the forum along with valid photo ID.
 
Acceptable forms of vaccination proof are: 

  • NYS Excelsior Pass

  • NYC COVID Safe Pass

  • Physical Vaccine Card 

  • Proof may be a photocopy, a picture on a phone, or the physical card itself. 

Accepted Vaccines:

  • Pfizer

  • Moderna

  • Johnson & Johnson

  • AstraZeneca

JUDGES

Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.

Diane Anderson, Chief Marketing Officer, ProShares

 

Mary Athridge,

Strategic Communications Consultant

 

Bernadette Bridy, Head, Product Marketing,  FS Investments

 

Dana Caragine, Marketing Director,

Golub Capital

 

Mary Cusick, VP, Marketing,

TIAA Financial Services

 

Matthew Doubleday,

Cate Downes, Director, Marketing & Brand, Duff & Phelps

 

Joseph DeRoss, Executive Director, Head of Field Marketing,

Morgan Stanley 

 

Jon Ellenberg, SVP, Strategic Marketing Executive, UHNW,

Bank of America 

 

Elena French, SVP, Corp. Marketing, Communications & Brand,

Lincoln Financial 

 

Lisa Fulks, Digital Marketing Director,

Ally Financial

 

Staphanie Gardina, VP, Strategic Marketing, Natixis

 

Andrew Goldman (former), Head, Institutional Marketing & Engagement, TIAA 

 

David Goodsell, Executive Director,

Center for Investor Insight,

Natixis Investment Managers

 

Gail Gross, Director,

Head of Private Wealth Mgmnt Marketing,

Merrill Lynch

Lisa Grossman, Global Head,

Marketing, Wealth,

Broadridge

Ted Gullo, Director & Group Manager, Global Marketing,

BNY Mellon/Pershing

 

Bob Hermann, Chief Executive Officer,

Eqis Capital Management

 

Allison Hoff, Senior Marketing & Communications Manager,

Morningstar-Canada

 

Jacob Howard, Director, Marketing, Deutsche Bank

 

Lynda Koster, Co-Founder &

Managing Partner,

Growthential  

 

Claire Kurmel, Head of Marketing Strategy, Parnassus Investments

 

Charlotte Lamb, Consultant,

BNY Mellon Investment Management

Julie McCoy, Associate Director,

Demand Generation,

Moody’s

 

Jennifer McKinley, Director,

Institutional Product Marketing,  

Invesco

Olympia Moukas, VP, Head,

Annuity Marketing,

TIAA

 

Gloria Nelson, VP Marketing

Strategy & Communications,

Janney Montgomery Scott

Andy O’Rourke, Chief Marketing Officer, Direxion

Stephen Owen, Chief Retail &

Marketing Officer,

First Tech Federal Credit Union

 

Leonor Palao, VP, Global Brand,  

J.P. Morgan Asset Management

 

Debra Probst, First VP, Head,

International Marketing,

PGIM Investments 

 

Kim Rosenblum, Chief Marketing Officer, Betterment

Joseph Sancio, Senior Marketing Manager, Yieldstreet

 

Maryanne Sheehan, Director,

Marketing & Communications,

RBC Global Asset Management

 

Tess Skoller, Associate Brand &

Advertising Manager,

MFS Investment Management

Simone Soomi Kim, VP,

Digital Channels & Marketing,

Mizuho 

 

Rob Stewart, Director,

Invesco QQQ Marketing,

Invesco

Becky Smith, EVP, Chief Strategy & Marketing Officer,

SECU 

 

Marsha Toomey, Senior Manager,

Global Marketing, Financial Services,

KPMG

Kara Valentine, Chief Marketing Officer, Cary Street Partners

Kelly O’Brien Vives,

Head of Marketing (CMO),

Wells Fargo Asset Management

Laura White, Vice President, Marketing, Voya

 

Brie Williams, VP, Head,

Practice Management,

SPDR Exchange Traded Funds

Join Us

Trophies will be presented to winning teams at the Gramercy forum (agenda below) & award presentation event. Best of Category and Best of Show awards to be announced at this event as well. For tickets and/or branded tables for winning teams, please use links below. Space is very limited. We encourage teams to reserve tickets and tables promptly.

Event Date: Thursday October 28th 2021 (8:00AM-12:30PM)

includes breakfast, breaks & moderated program.

Location: 3 West Club | 3 West 51st Street, New York, NY 10019

For questions about sponsorship please contact Bill Wreaks

Awards will be presented to winning teams at the Gramercy forum & award presentation event in NYC on the morning of Thursday, October 28 2021.

 

Gramercy Institute’s Financial Marketers’

Forum & Award Presentation

CONTENT, CONTENT, CONTENT! FINANCIAL SERVICES MARKETING IN 2021

 

 

8:00  BREAKFAST IS SERVED

 

8:30  OPENING REMARKS: Welcome Back. Now What? 

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

 

8:45  RESEARCH PRESENTATION: Content Marketing: Best Practices in Financial Services

  • Presented by Gramercy Institute

 

 

​9:00. PANEL: Financial Content Marketing's Most Effective Distribution Strategies

  • Kim Hughes, VP, Strategic Marketing Communications, Mutual of America Financial Group

  • Rachel Tuffney, EVP, US Operations, Dianomi

  • Anthony Vitalone, Head of Global Digital & Marketing Operations, Van Eck Associates Corporation

  • Stephanie Waters, Director, Account Based Marketing, London Stock Exchange Group (LSEG)

  • Catherine Weigel, VP, Content, Proshares

 

 

9:40  PRESENTATION: A New Content World  

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

 

10:00  AWARD PRESENTATION:  Gramercy Institute 2021 Banking & Credit Union Marketing Awards

 

10:20  BREAK: Coffee, Refreshments & Conversation

 

10:50  PANEL: Metrics of Success in Financial Content Marketing

  • Theo Casey, Managing Director, Marketcolor

  • Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management

  • Mike Goldberg, Global Director, Content Marketing, CFA Institute

  • Kim Hanson, Managing Director, Head, Thought Leadership Content, BMO Financial Group

  • Cindy Lindenbaum, VP Audience Experience & Loyalty Marketing, Morgan Stanley

  • Stephanie Linker, Head, Retirement Marketing, BlackRock

 

11:30  PANEL: The Message Matters: Crafting The Right Content in Financial

  • Jason Farago, Global Head, Insurance Asset Management Marketing & Communications, DWS Group

  • Kevin Hearn, Director of Strategy, Editions Financial

  • Joan Khoury, Managing Director & Chief Marketing Officer, Oppenheimer & Co. 

  • Mitch Rose, VP, Digital Strategy-Content, JP Morgan

  • Matt Slivinski, Director, Marketing & Brand, Barclays Investment Bank

 

12:10  AWARD PRESENTATION: Gramercy Institute 2021 Financial Content Marketing Awards

 

12:30  CLOSING REMARKS

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute