Gramercy Institute: Intelligence for Senior Marketers from the World's Leading Financial Firms

Ticket Prices

  • Ticket Price: $395
  • 3-Ticket Price: $995
  • 4-Ticket Price: $1,195

When

Thursday, March 30, 2017 from 8:00 AM to 1:00 PM EDT
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Where

Thomson Reuters
3 Times Square
New York, NY 10036


 

Judges: 14th Gramercy Institute Financial Marketing Strategy Awards

  • Charlie Armstrong, SVP, Branding & Communications, Manulife
  • Debra Bar, Head of Marketing, Bank Leumi
  • David Blackburn, Head of Digital Marketing, DTCC
  • Peter Boland, Senior Vice President, Head of Brand, Charles Schwab
  • Mike Boush, SVP, E-Business & Chief Digital Officer, Discover Financial Services
  • Tammy Cash, EVP, Head of Marketing, Horizons Exchange Traded Funds
  • Marty Dauer, Chief Marketing Officer, Duff & Phelps
  • Mark  DiMassimo, Chief, DiMassimo Goldstein
  • Jon Ellenberg, SVP, Brand Marketing, Ultra High Net Worth Segment, Bank of America
  • Erkan Huseyin, Global Marketing Automation Strategist, Russell Investments
  • Claire Kurmel, Managing Director, Global Marketing, State Street Global Advisors
  • Terry Boyle McDougall, Head, U.S. Marketing, Global Asset Management, BMO Financial Group
  • Erin Meijer, Director, Thought Leadership & Content Strategy, Guardian Life
  • Chris Poe, Managing Director, Head of Brand Marketing, Hartford Funds
  • Mitch Rose, Director, Editor-in-Chief, Capital One Commercial Bank
  • Kara Segreto, Marketing & Communication Lead, Center for Next Gen Growth, Prudential
  • Anthony Vitalone, Head of Digital Marketing, VanEck
  • Sam Yount, Chief Marketing Officer, Lending Tree
  • Paul Zettl, Head of Integrated Marketing, T. Rowe Price

 

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Questions?

Samantha Wreaks
Gramercy Institute
212.752.0151
swreaks@financialadvertising.com


Ticket Prices

  • Ticket Price: $395
  • 3-Ticket Price: $995
  • 4-Ticket Price: $1,195

 

14th Annual Gramercy Institute Financial Marketing Strategy Awards

The Gramercy Institute is proud to announce this year’s roster of winners for its 14th Annual Gramercy Financial Marketing Strategy Awards.  These important awards have been judged by an elite group of industry leaders. The awards will be presented on Thursday, March 30th at a special breakfast ceremony as part of Gramercy Forum: NYC.


BEST STRATEGY: DOMESTIC & SINGLE COUNTRY

ASSET MANAGEMENT
Rockefeller & Co. (Fully Integrated)
Vested

BROKERAGE (TIE)
Charles Schwab (Why This Road)

Nerdwallet (Optimizing Native)
Dianomi Inc

COMMERCIAL BANKING
Lloyds Bank Commercial Banking (The Sterling Conference)
Alpha Grid, a Financial Times company
 
CONSUMER LENDING
Sallie Mae (Bridging the Dream)
DiMassimo Goldstein

CONSULTING SERVICES
Viteos Fund Services (Women In Operations)
 
CORPORATE
RBC Global Asset Management (RBC GAM) (Near Term/Long Term)
 
ETF
iShares by BlackRock (Global Investing Center)
Seeking Alpha

INSURANCE-LIFE & ANNUITY (B-to-C)
Athene (Discover My More)
Imprint
 
INSURANCE-LIFE & ANNUITY (B-to-I)
Lincoln Financial Group (Responsibility of Love)
 
INSURANCE-PROPERTY & CASUALTY
AIG (IoT with The NYTimes)
Partners & Simons
 
INVESTMENT BANKING
BMO Financial Group (Connect with BMO)
 
INVESTMENT FUNDS (B-to-C)
OppenheimerFunds (The Optimist Index)
 
INVESTMENT FUNDS (B-to-I)
Franklin Templeton Investments (ExactMatch)
InvestingChannel
 
MISC. CATEGORY (B-to-B)
Market Realist (Partner Insights w/ Boost)
 
MISC. CATEGORY (B-to-C)
Janus Capital Group (IRA Rollover)
 
RETAIL BANKING
Chase (Mastery 2.0)
Droga5
 
RETIREMENT (B-to-B)
BNY Mellon Investment Management (Brave Conversations)
Deardorff
 
RETIREMENT (B-to-C)
MassMutual Financial Group (Retirement Strategies)
Wilde Agency
 
ROBO-ADVISORY
BMO SmartFolio (#shouldhaveinvested)
 
TAX & ACCOUNTING SVCS
Jackson Hewitt Tax Service (2016-2017 Tax Season)
DiMassimo Goldstein

BEST STRATEGY: GLOBAL & INTERNATIONAL

ASSET MANAGEMENT
Guggenhiem Partners (Goal 17 Partnership Space)

BROKERAGE
OANDA (Lead Strategy Program)
Fusion92

CORPORATE
Bank of America Merrill Lynch (2017 Outlook)

INVESTMENT BANKING
Barclays (Ideas Ignite Growth)

INSTITUTIONAL INVESTMENT
BNY Mellon (Invested in Our Legacy)

MISC. CATEGORY (B-TO-B)
BMO Capital Markets (Global Metals & Mining)

RESEARCH, INSIGHT & INDICES MARKETING
Morningstar Inc. (Sustainable Investing)

 

BEST STRATEGY: FOCUS AWARDS

BRANDING
Janus Capital Group (Janus Labs Rebrand/Restructure)

COLLATERAL (TIE)
Allianz (From manual to groundbreaking)
Seismic

Merrill Lynch (MMoD)

CONTENT MARKETING
T. Rowe Price (Insights Content Marketing)
Imprint

DIRECT MAIL MARKETING
Nationwide (Who's Your Boss)
Wilde Agency

EMAIL MARKETING
BNY Mellon’s Albridge (New AWR)
FiComm

 

EVENT MARKETING
Allianz Global Investors (Next generation fixed income)

INNOVATION
Rockland Trust (Value of Brand)
Mediastruction

INTERNAL MARKETING
FS Investments (Rebranding)

CUSTOMIZATION/PERSONALIZATION
TIAA
Seismic (Collateral Automation) 

METRICS & OPTIMIZATION
Fidelity Custody & Clearing Solutions (FCCS Portrait Unit)
InvestingChannel

MOBILE & TABLET
AIG (Zumobi Partnership)
Partners & Simons 

SEARCH MARKETING
TD Bank (New-to-Bank)
Media Experts

SOCIAL MARKETING
ditech (First Time Home Buyer)
Quattro

VIDEO
Eaton Vance (Custom Beta SMAs initiative)
fi creative

VIRAL MARKETING
Columbia Threadneedle Investments (How to build personas)
Wilde Agency

WEB SITE MARKETING
Wells Fargo Asset Management (DC Optics)

3 BEST OF SHOW RUNNERS-UP & 1 BEST OF SHOW AWARDS
To Be Announced At Gramercy Award Show & FORUM: NYC on March 30