13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY INSTITUTE IS PLEASED TO ANNOUNCE WINNERS FOR ITS 2023
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 21, 2023 at
Gramercy Institute's Financial Marketer's Forum: NYC.
SINGLE-COUNTRY AWARDS
ACCOUNTING & TAX SERVICES
Tax Act
Partner: The Wall Street Journal/
Barron’s Group
This Year in Taxes
ASSET MANAGEMENT-BB
FS Investments
Head to Head: A New Podcast for Financial Advisors
ASSET MANAGEMENT-BI
Columbia Threadneedle Investments
Navigating a Higher Yielding World
ASSET MANAGEMENT-BC
VanEck
MOAT's Decade of Dominance
BANKING
Valley Bank
2023 Commercial Content Campaign
COMMERCIAL LENDING
Citizens Commercial Banking
Agency: EMI Strategic Marketing
Citizens M&A Outlook
CONSUMER LENDING
Discover Personal Loans
Partner: Dotdash Meredith
Agency: Dentsu
Invest in Your Nest
CORPORATE
Citadel & Citadel Securities
Partner: Code and Theory
Content Marketing: Citadel and Citadel Securities
CREDIT CARD & PAYMENT SYSTEMS
Citi® / AAdvantage®
Agency: Havas Chicago
Make Your Connection
CRYPTO CURRENCY
Bitwise
Agency: Ptarmigan Media
Bitwise & Barron’s Pre-Conference Crypto Forums
FINANCIAL LITERACY & EDUCATION-BC
GTE Financial
Agency: BKN Creative
GTE Financial Level Up Financial Education
FINANCIAL LITERACY & EDUCATION-BI
The American College of Financial Services
RIA Resource Center
ETF MARKETING-BB
FlexShares
Agency: Imprint
FlexShares LinkedIn Library
ETF MARKETING-BI
AllianceBernstein
Agency: Living Group
AB ETFs. On Active Duty
FIXED INCOME PRODUCTS
Natixis Investment Managers
Timely Focus on Fixed Income
INSURANCE
DPL Financial Partners
The Beauty of Annuities
INVESTMENT BANKING
Guggenheim Securities
CERAWeek Sponsorship
MISCELLANEOUS FINANCIAL
Invesco QQQ
Agency: 160over90
Invesco QQQ Mirror Surprise
Category Abbreviation Legend
BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary
PERSONAL INVESTING
T. Rowe Price
Agency: Imprint
T. Rowe Price Insights Program
RETIREMENT-BB
Voya Financial
Voya Perspectives Paper: Financial Equity in The Workplace
RETIREMENT-BI
MetLife
Agency: Imprint
MetLife Pension Risk Transfer Targeted Awareness Campaign
WEALTH MANAGEMENT
Buckingham Strategic Wealth
Agency: MBC Strategic
Interactive Advisor and Investor Education Website and Storytelling Campaign
MULTI-COUNTRY AWARDS
ASSET MANAGEMENT-BB-TIE
UBS Asset Management
Sustainable Index Investing Campaign
ASSET MANAGEMENT-BB-TIE
Allspring Global Investments
2023 Midyear Outlook: High Hopes
ASSET MANAGEMENT-BC
William Blair Investment Management
Just a Minute Video Series
ASSET MANAGEMENT-BI
Janus Henderson Investors
Portfolio Construction and Strategy -
Trends and Opportunities
BANKING
BMO Financial Group
Brian Belski’s 2023 Market Outlook
BROKERAGE
BMO Capital Markets
Markets Plus Podcast
CORPORATE
Refinitiv, An LSEG business
Hedge Fund Huddle Podcast
INVESTMENT BANKING
BMO
Trees from Trades: 375,000 Trees And Counting!
RETIREMENT
TIAA
TIAA TMRW Publication, Edition I
WEALTH MANAGEMENT
Cohen & Steers
Roadmap for Real Estate Campaign
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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Kevin Bressner, Senior Marketing Analyst, Putnam Investments
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Laura Cleveland, SVP, Head, Institutional Client Services Marketing, M&T Bank
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Eugene Colter, Chief Communications Officer, TIAA
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Phil Edelstein, Founder, Substance Strategy & Creative
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Angela Giombetti, SVP, Head of Marketing, Wealthspire Advisors
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Delicia Hallman, VP, Communications & Content, BNP Paribas (former)
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Kim Hanson, Managing Director & Head, Thought Leadership & Content, BMO Financial Group
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Jon Holding, Head of Brand, Content & ETF Marketing, Invesco US
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Emily Kanellakis, Content Marketing Manager, Fidelity Canada
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Steve Lee, Sr. Managing Director, Marketing & Communications, Guggenheim Securities
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Jennifer Lindauer, Director of Brand Strategy & Marketing Communications, BD
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Christopher Link, Global Head of Content Marketing, Manulife Investment Management
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Laura MacFarland, Vice President, Head, Content Strategy-Advisor Center, BlackRock
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Shelagh McGrogan, Director, Content Marketing & Crisis Communications, RBC
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Sarah McSpiritt, Founder & CEO, McSpiritt Marketing
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Trina Neale, Head of Global Content Marketing, Allspring Global Investments
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Katie Pierce, Head, Investments Marketing, Manulife Investment Management
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Paul Piscitelli, VP, Senior Content Producer & Writer, BNY Mellon Wealth Management
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Meghna Prasad, VP, Search & Digital, Channels, Payments, J.P. Morgan
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Matt Purdue, Partner & SVP, Content Strategy, Peppercomm
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Julie Schaeffer, Content Marketing Strategy & Execution, William Blair
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Jennifer Scherz, Vice President, Marketing Manager-Wealth Management, M&T Bank
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Jen Simonds, Vice President, Brand Strategy and Content, Nasdaq
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Tess Skoller, Associate Brand & Advertising Manager, MFS Investment Management
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Amy Stroud, SVP, Content Marketing, Bank of America
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Elaine Villas-Obusan, Head of Retail Marketing, Amundi US
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Jeanne Washington, Senior Director, Content Strategy, SVB (former)
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Catherine Weigel, Director, Marketing Communications & Head, ETF Marketing, Sprott
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Lauren Wilkins, Marketing & Communications, US Commercial Banking, CIBC
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Paul ZettI, EVP, Head of Global Marketing, Chief Marketing Officer, Cohen & Steers