GRAMERCY INSTITUTE ANNOUNCES WINNERS FINANCIAL CONTENT MARKETING AWARDS 2026
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 and to usher them along their respective journeys toward end objectives. 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 will be held in New York City on Thursday, September 24, 2026 at Gramercy Institute's Financial Marketer's Forum & Awards: NYC.
SINGLE COUNTRY
ASSET MANAGEMENT
Under $2B AUM
Guardian
"Guardian Brand Manifesto Integrated Campaign"
ASSET MANAGEMENT
$2B-$10B AUM
Alliance Witan
PARTNER: VCCP Roar
“Challenging Old Ways to Bring in New Audiences"
ASSET MANAGEMENT
Over $10B AUM
Business to Business
Clark Capital Management Group
"Advanced Wealth Planning Content Library"
ASSET MANAGEMENT
Over $10B AUM
Business to Consumer
J.P. Morgan Asset Management
"J.P. Morgan Asset Management’s 529 Education Savings College Planning Essentials"
ASSET MANAGEMENT (TIE)
Over $10B AUM
Business to Institution
Meeder Investment Management/
Meeder Public Funds
"An Advisor Who Stands Beside You’ Brand Awareness Campaign"
ASSET MANAGEMENT (TIE)
Over $10B AUM
Business to Institution
Nuveen
"401(k) Participant Behavior: Knowledge & Action"
ASSET MANAGEMENT
Over $10B AUM
Business to Intermediary
Principal Asset Management
"Principal Fit:
ETF Suite Launch"
ASSET MANAGEMENT
Over $10B AUM
Business to Internal
MFS Investment Management
"Market Pulse"
ASSET MANAGEMENT
Over $10B AUM
Business to Multi-Audience
VanEck
"20 years of GDX by VanEck"
BANKING
Valley Bank
"Money Talk Monday by
Valley Bank"
CONSUMER LENDING
VyStar Credit Union
"Debt Payoff Challenge 2026"
CORPORATE
Business to Business
Citizens Commercial Banking
PARTNER: Mintz + Hoke
"Designing a Modular Content Engine"
CORPORATE
Business to Intermediary
Equitable
PARTNER: o2kl
"Approaching Retirement: Getting Gen X from
Good to Great"
INSURANCE
Business to Consumer
Guardian
"Mind, Body, and Wallet® Multi-Format Content Plan"
INSURANCE
Business to Intermediary
Athene
PARTNER: Imprint
"Athene SEO Strategy"
MISCELLANEOUS
Agency Services
EMI Strategic Marketing
"Driving Awareness of
Rapid Response"
MISCELLANEOUS
Business to Business
Investment Planning Counsel
PARTNER: ALLCAPS
"Succession Planning Content"
MISCELLANEOUS
Business to Consumer
Wells Fargo
PARTNER: Imprint
"Wells Fargo Student- Athlete Financial Education"
MISCELLANEOUS
Business to Multi-Audience
Lincoln Financial
"Putting Well-Being to Work"
PERSONAL INVESTING
Business to Consumer
Hartford Funds
"Waking Up to the Future"
PERSONAL INVESTING
Business to Intermediary
Transamerica
"Closing the Income Gap"
RECRUITMENT
William Blair
"Alpha Challenge Content Program"
RETIREMENT SERVICES
Equitable Holdings, Inc
"Approaching Retirement: Getting Gen X from
Good to Great"
SECURITIES & COMMODITIES EXCHANGES
Eventus
PARTNER: Forefront Communications
"FORWARD — Driving the Narrative on Prediction Market"
TRUSTS & TRUST SERVICES
Aberdeen
"Aberdeen Investment Trusts – Help Build Their Future this Christmas"
TAX SERVICES
EY
"EY-Microsoft Transform With Confidence - Application Modernization"
WEALTH MANAGEMENT (TIE)
Business to Consumer
J. P. Morgan Wealth Management
"J.P. Morgan Family Wealth Institute"
WEALTH MANAGEMENT (TIE)
Business to Consumer
RBC Dominion Securities
RBC Wealth
Management Canada
"Galluzzo Private Wealth of RBC Dominion Securities Website"
WEALTH MANAGEMENT
Business to Intermediary
Wilmington Trust
Wilmington Trust
Wealth Marketing
"2026 Capital Markets Forecast: Economic Experimentation"
WEALTH MANAGEMENT
Business to Institution
LPL Financial
"Roadmap for Success"
GLOBAL
ASSET MANAGEMENT
Over $10B AUM
Business to Business
Antares Capital
"Antares.com Redesign"
ASSET MANAGEMENT
Over $10B AUM
Business to Consumer
T. Rowe Price
"The Long View from
T. Rowe Price"
ASSET MANAGEMENT
Over $10B AUM
Business to Intermediary
Allspring Global Investments
"2026 Midyear Outlook:
Play Short, Think Long"
ASSET MANAGEMENT
Over $10B AUM
Business to Internal
Warburg Pincus LLC
"Warburg Pincus 60th Anniversary: 60 years of Pioneering.
One Unforgettable Story"
ASSET MANAGEMENT
Over $10B AUM
Business to Institution
Nuveen (a TIAA company)
PARTNER: The Dubs Agency
"EQuilibrium Institutional Investor Report 2026"
ASSET MANAGEMENT
Over $10B AUM
Business to Multi-Audience
UBS Asset Management
"The Red Thread"
ASSET MANAGEMENT
Over $10B AUM
Investment
Consultant-Targetted
DWS
"Velocity – 2026 DWS Insurance Gathering"
BANKING
Deutsche Bank
“'flow'-Deutsche Bank Corporate Bank Client Publication"
CORPORATE
BMO Capital Markets,
BMO Financial Group
"U.S.- Canada Summit"
CREDIT CARD & PAYMENT SYSTEMS
Citi & American Airlines
PARTNER: People Inc.
"Citi/AA Destination of the Year 2025"
ETF
Calamos Investments
PARTNER: Keramas
"From Complexity to Accessibility: Calamos Autocallable ETFs"
INSURANCE
Business to Business
Inigo Insurance
PARTNER: Visual Capitalist
"For the Love of Data: Reinventing Risk Content for Modern Brokers"
INSURANCE
Recruitment
Ascot Group
PARTNER: Leibowitz
"Ascot Group Culture and Anniversary Videos"
MISCELLANEOUS
Agency Services
Living Group
"Living Ratings. The Brand
and Digital Benchmarks
CMOs Can't Ignore"
MISCELLANEOUS
Business to Consumer
BMO Capital Markets,
BMO Financial Group
"Sustainability Leaders Podcast"
MISCELLANEOUS
Business to Intermediary
Morningstar, Inc.
"Morningstar Investor Perspectives: Transforming Market Research into a Global Thought Leadership Program"
PERSONAL INVESTING
Apex Fintech Solutions
PARTNER: Tier One Partners
"Ascend Innovation Summit (2025)"
RETIREMENT SERVICES
State Street
"The Shifting Global Landscape-Part 1"
INTERNATIONAL
ASSET MANAGEMENT
Over $10B AUM
Business to Intermediary
Janus Henderson Investors
"AI for Advisors: A Three-Part Framework for Markets, Practices, and Client Expectations"
ASSET MANAGEMENT
Over $10B AUM
Business to Multi-Audience
Coller EQT
"Coller Capital Global Private Capital Barometer"
CREDIT CARD & PAYMENT SYSTEMS
Payactiv
PARTNER: Visual Capitalist
"Payday Pulse: Helping Employers Understand Financial Stress Through Data-Driven Storytelling"
PERSONAL INVESTING
Vanguard
PARTNER:
The Wall Street Journal
"Better Vantage by Vanguard"
REGISTER TO ATTEND FORUM AND
AWARD PRESENTATION
Event Date: Thursday, September 24, 2026 (8:00AM-1:35PM)
Location: 3 West Club | 3 West 51st New York, NY 10019
(Includes breakfast, breaks & moderated program)
Trophies will be presented
LIVE (and in-person) at a special award ceremony in New York City on September 24, 2026.
All category-winning teams attending will receive team trophies at this important event.
Those winning teams who are unable to attend the award presentation event in NYC may purchase their trophies and receive them by mail.
Also at this LIVE event, Gramercy's "Best of" awards will be presented for "Best-of-Show" and "Best-of-Show-Runner-Up".
For questions about sponsorship please contact Gramercy Institute
2026 JUDGES
Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.
Calle Andrus, Lead Marketing Consultant, Key Bank
Matthew Bryan, SVP, Digital & Integrated Marketing, Antares Capital
S. Leith Chahed, Vice President, Digital Marketing & Analytics,
MissionSquare Retirement
Andrew Ceccon, Chief Marketing Officer, Tradr ETFs
Vicki Chan, Senior Director, Content Strategy, VanEck
Taylor Cowdrey, Vice President, Director of Content Strategy,
Calamos Investments
António Costa, Head, Demand Generation Marketing, Aon Affinity, Aon
Jeff DeMarco, Vice President, Marketing-Commercial Banking, Citizens
Jon Ellenberg, SVP, Head, Marketing, Bank of America Private Bank & UHNW, Bank of America
Shelagh Foster, Director, Content Marketing, Nicola Wealth
Lucille Harasti, Head, Digital Marketing, Hines
Greg Heath, Vice President, Strategic Marketing, Natixis Investment Managers
Grace Hussein, Vice President, Global Head, Web Strategy & Publishing, TIAA
Sarah Kinkead, AVP, Manager, Advisor Marketing & Communication,
Janney Montgomery Scott
Nicolette Konkol, SVP Corporate, Morningstar
Sue lanieri, Vice President, Marketing, Ready Capital
John Luiz, Head of Content-Americas, Schroders
Paula McGrath, SVP, Director, Channel Marketing, Calamos Investments
Grace Mistry, Head, Capital Markets Advertising, BMO Financial Group
Trina Neale, Head, Global Content Marketing, Allspring Global Investments
Brock Pernice, Co-Founder & Managing Partner TrueVoice Growth Marketing
Joachim Reinert, Vice President, Senior Advertising & Media Manager,
T. Rowe Price UK
Chris Rohan, Head, U.S. Channel Marketing, Allspring Global Investments
Jennifer Scherz, Vice President, Content Marketing, Wilmington Trust
Jen Simonds, Vice President, Brand Strategy & Content,
Ameriprise Financial Services
Trystin Scott, AVP, Nuveen Paid Media Lead, NA, Nuveen, a TIAA company
Jon Standring, SVP, Digital & Marketing Enablement EMEA, T. Rowe Price
Ane Martín Urcelay, Vice President, Marketing, Barclays Investment Bank
Jaclyn Green Waterman, Vice President, Marketing & Strategic Initiatives, Axcelus Financial
Dylan Waugh, Senior Manager, Content Analytics & Insights, T. Rowe Price