13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY INSTITUTE IS PLEASED TO ANNOUNCE WINNERS FOR ITS 2022
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.
An award ceremony was held in New York City on Thursday, September 22, 2022 at
Gramercy Institute's Financial Marketer's Forum: NYC.
BEST-OF-SHOW
U.S. Bank
Partner: Dotdash Meredith
Resilience Rising
BEST-OF-CATEGORY MULTI-COUNTRY
London Stock
Exchange Group
Refinitiv, an LSEG business
Evolution of Trading
BEST-OF-CATEGORY
SINGLE COUNTRY
U.S. Bank
Partner: Dotdash Meredith
Resilience Rising
BEST-OF-CATEGORY
MEDIA & EXECUTION
Lazard Asset Management
Partner: Ptarmigan Media
The Power of Quality Investing
SINGLE-COUNTRY AWARDS
ASSET MANAGEMENT-BB
FlexShares
Partner: Imprint
The New Rules in Growing Wallet Share
ASSET MANAGEMENT-BC
William Blair Investment Management
Asset Management Diversity Accelerator (AMDA)
ASSET MANAGEMENT-BI
State Street Global Advisors
Partner: Fundamental Media
MDY Paid Post: Quiz
ASSET MANAGEMENT-BII
BlackRock
The 2022 BlackRock Read on Retirement
ASSET MANAGEMENT-MA
FS Investments
Insights on Inflation
BANKING-COMMERCIAL LENDING
BMO Financial Group
Mid-Market Mid-Year Campaign
BANKING-MERCHANT SERVICES
U.S. Bank
Partner: Dotdash Meredith
Resilience Rising
BANKING-RETAIL SERVICES
Passumpsic Bank
Partner: Saltwater Collective
Bank of the Wild
BROKERAGE
Morgan Stanley
CashPlus Brokerage Account
Acquisition Email Campaign
CONSUMER LENDING
PenFed Credit Union
EBook Content Strategy:
The Essential Guide to Selling Your Home
CORPORATE
Morgan Stanley
TED Worklife with Adam Grant Season 5 Sponsorship Including Custom Episodes
CREDIT CARD & PAYMENT SYSTEMS
Citizens Commercial Banking
Partner: EMI Strategic Marketing
Payment Trends Survey Promotion
INSURANCE
Pacific Life
Partner: The Wall Street Journal/
Barron's Group
What Matters Most
TIE-MISC. FINANCIAL BB
Wilmington Trust
Collective Investment Trusts and Good Governance Considerations
TIE-MISC. FINANCIAL BB
Morgan Stanley
Morgan Stanley at Work
State of the Workplace Financial Benefits Study
MISC. FINANCIAL BC
Yieldstreet
Partner: Vested
Yieldstreet’s Video/Network Growth
PERSONAL INVESTING
T. Rowe Price
Partner: Imprint
T. Rowe Price Insights
REIT / REAL ESTATE INVESTING
Fundrise
Partner: Dotdash Meredith
Diversify Your Portfolio with Real Estate
FINANCIAL PLANNING
Morgan Stanley
Morgan Stanley Wealth Management
myGIO
TIE-WEALTH MANAGEMENT
RBC
RBC Dominion Securities
Yvonne Chan Family Wealth of RBC Dominion Securities Website
TIE-WEALTH MANAGEMENT
MFS Investment Management
Partner: InvestingChannel
MFS Active 360 Content Hub by InvestingChannel
Category Abbreviation Legend
BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary
BII=Business-to-Inst. Investor
MA= Multi-Audience
MULTI-COUNTRY AWARDS
ASSET MANAGEMENT-BB
London Stock Exchange Group
Refinitiv, an LSEG business
Evolution of Trading
ASSET MANAGEMENT-BC
PGIM Fixed Income
The Bond Blog
ASSET MANAGEMENT-BI
William Blair
CONNECTIVITY 2021
ASSET MANAGEMENT-MA
Allspring Global Investments
Rolling with Change
BANKING-COMMERCIAL LENDING
BMO Financial Group
BMO Financial Group / BMO Harris Bank
Brian Belski’s 2022 Market Outlook
BROKERAGE
BMO Financial Group
Top 10 Toys of the 2021 Holiday Season
CORPORATE
Morgan Stanley
Exceptional Leaders/ Exceptional Ideas
CREDIT CARD & PAYMENT SYSTEMS
LinkedIn Marketing Solutions
Partner: Traction Corporation
The Changing Payments Marketing Landscape
INSURANCE
DWS
DWS IQ
INVESTMENT BANKING
BMO Financial Group
BMO Capital Markets
FICC Podcasts: Global Trends in Fixed Income
MISCELLANEOUS BB
State Street Corp
Accelerating Growth: 2021 Annual Report
MISCELLANEOUS BC
Morgan Stanley
Access and Opportunity Podcast
PERSONAL INVESTING
William Blair
William Blair Investment Management
Investment Management Vision
RETIREMENT SERVICES
Invesco
Partner: Adler Branding and Marketing
Invesco 2021 Defined Contribution Language Study: Watch Your Language
WEALTH MANAGEMENT
Janus Henderson Investors
Behavioral Finance
MEDIA & EXECUTION AWARDS
TIE-DIGITAL ADVERTISING
State Street Global Advisors
Partner: Fundamental Media
Fundamental Media
DIA Polling Units
TIE-DIGITAL ADVERTISING
Global X ETFs
Partner: The Wall Street Journal/
Barron's Group
Charting Disruption
VIDEO
Lazard Asset Management
Partner: Ptarmigan Media
The Power of Quality Investing
INTERNAL MARKETING
GTE Financial
Partner: BKN Creative
GTE Financial Culture Book
INTERACTIVE CAMPAIGN
Alger
Alger's Actively Managed,
Semi-Transparent ETF Marketing Program
SOCIAL MEDIA
FS Investments
The Time for Alts is Now: Marketing
Troy Gayeski's content
DISTRIBUTION & PROMOTION
PGIM Investments
Partner: Ptarmigan Media
PGIM: Outspoken
TELEVISION & CABLE
Bitwise Investments
Partner: Ptarmigan Media
Bitwise CNBC SquawkCoin Sponsorship
WEBINAR
Clark Capital Management Group
BeFi Bootcamp with Shaping Wealth
WEB SITE
Columbia Threadneedle Investments
Columbia Threadneedle Investments Institutional Website
Join Us
Trophies will be presented to winning teams at the Gramercy Forum & Award presentation event. Best of Category and Best of Show awards will be announced and presented at this event as well. For tickets and/or branded tables for winning teams, please use the links below. Space is very limited. We encourage teams to reserve tickets and
tables promptly.
Event Date: Thursday, September 22, 2022 (8:00AM-12:30PM)
includes breakfast, breaks & moderated program.
Location: 3 West Club | 3 West 51st Street,
New York, NY 10019
JUDGES
Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.
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Gordon Abel, Chief Marketing Officer, Dynasty Financial Partners
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Jane Ackerman, Director, Head of US Business Marketing, RBC Capital Markets
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Jason Andrus, Senior Digital Marketing Manager, Baron Capital Management
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Christine Bacon, Partner, Focus Financial Partners
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Kimberly Beck, Chief Marketing Officer, YieldX
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Matuya Brand, Head, Brand & Content, TIFIN Wealth
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Laura Breslaw, Chief Marketing Officer, Financial Services, Capgemini
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Bernadette Bridy, Managing Director, Head of Marketing, FB Investments
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Matthew Bryan, Director, Marketing, Resource Capital Funds
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Leah Curtis Wolf, Chief Marketing Officer, Meeder Investment Management
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Kim Hanson, Managing Director & Head, Thought Leadership Content, BMO Financial Group
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Kim Hughes, SVP, Marketing Communications, Mutual of America
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Sari Jensen, Content Marketing, Ally
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Ken Johnston, Industry Manager, Financial Services, Meta
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Rich Latour, Managing Director, Global Head, Media & Content, BlackRock
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Grace Mistry, Head, B2B Advertising & Personal Wealth, BMO Financial Group
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Bonnie Moser, SVP, Marketing, StoneCastle
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Paul Piscitelli, VP, Senior Content Producer & Writer, BNY Mellon Wealth Management
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Jeanne Sdroulas, SVP, Head, Marketing, Fred Alger & Co.
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John Sommerfield, Managing Editor, Data & Analytics, PYMNTS
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Jeffrey Wilson, SVP, Marketing & Communications, Commercial & Business Banking, Citizens