13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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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.

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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

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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

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JUDGES

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

  • Gordon Abel, Chief Marketing Officer, Dynasty Financial Partners

  • Jane Ackerman, Director, Head of US Business Marketing, RBC Capital Markets

  • Jason Andrus, Senior Digital Marketing Manager, Baron Capital Management 

  • Christine Bacon, Partner, Focus Financial Partners

  • Kimberly Beck, Chief Marketing Officer, YieldX

  • Matuya Brand, Head, Brand & Content, TIFIN Wealth

  • Laura Breslaw, Chief Marketing Officer, Financial Services, Capgemini

  • Bernadette Bridy, Managing Director, Head of Marketing, FB Investments

  • Matthew Bryan, Director, Marketing, Resource Capital Funds

  • Leah Curtis Wolf, Chief Marketing Officer, Meeder Investment Management 

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

  • Kim Hughes, SVP, Marketing Communications, Mutual of America

  • Sari Jensen, Content Marketing, Ally

  • Ken Johnston, Industry Manager, Financial Services, Meta

  • Rich Latour, Managing Director, Global Head, Media & Content, BlackRock 

  • Grace Mistry, Head, B2B Advertising & Personal Wealth, BMO Financial Group

  • Bonnie Moser, SVP, Marketing, StoneCastle

  • Paul Piscitelli, VP, Senior Content Producer & Writer, BNY Mellon Wealth Management

  • Jeanne Sdroulas, SVP, Head, Marketing, Fred Alger & Co.

  • John Sommerfield, Managing Editor, Data & Analytics, PYMNTS

  • Jeffrey Wilson, SVP, Marketing & Communications, Commercial & Business Banking, Citizens