GRAMERCY INSTITUTE'S 2025
FINANCIAL MARKETING STRATEGY AWARDS
WINNERS
Gramercy Institute is pleased to announce its roster of winners for its
22nd Annual Gramercy Institute Financial Marketing Strategy Awards.
This award recognizes STRATEGIC EXCELLENCE in financial marketing. Twenty-two years ago, the Gramercy Institute established this award based on the premise that marketing STRATEGY is the most critical element of a successful marketing endeavor-especially in the financial services sector.
Dozens of awards will be presented to financial marketing's most important brands on
March 27, 2025 to honor marketing strategy excellence at the 3 West Club in NYC to celebrate the winners.
SINGLE COUNTRY
ASSET MANAGEMENT
MICRO
Meeder Investment Management
"Elevate Your Practice with Private Wealth Solutions: National Account Partners Campaign"
ASSET MANAGEMENT
MID (BB)
Janus Henderson Investors
"Engaging Clients through Interactive Email Marketing"
ASSET MANAGEMENT (TIE)
MID (BC)
Janus Henderson Investors
AGENCY: Teamspirit
"Janus Henderson Investment Trusts: Together, But Different"
ASSET MANAGEMENT (TIE)
MID (BC)
State Street Global Advisors
AGENCY: Fundamental Media
"Value Prop Media Strategy"
ASSET MANAGEMENT
MID (BI)
State Street Global Advisors
AGENCY: EMI Strategic Marketing
"State Street Global Advisors LinkedIn Reach Expansion Program"
ASSET MANAGEMENT
MID (BMT)
AllianceBernstein
AGENCY: Living Group
"Active ETFs with Flex Appeal"
ASSET MANAGEMENT
LARGE (BB)
BMO Financial Group
"Inaugural 2024 BMO Wine Market Report"
ASSET MANAGEMENT
LARGE (BC)
Vanguard
AGENCY: AML Group
"Spreading The Love"
ASSET MANAGEMENT
LARGE (BI)
Nationwide Financial
AGENCY: MERGE
"Nationwide Investment Management Group (IMG) Investment Identity"
BANKING
Citizens Commercial Banking
AGENCY: Mintz + Hoke
"Citizens Commercial New York Metro Campaign"
CREDIT CARD/PAYMENT SYSTEMS
Citi® / AAdvantage®
AGENCY: Havas Chicago
"Travel On® Integrated Campaign (Platinum Select® card)"
CORPORATE
EY Financial Services Organization (FSO)
"Election 2024: How Financial Services Leaders Can Find Confidence in
The Uncertainty"
LENDING-COMMERCIAL
ING
AGENCY: Cognito & Teneo
"Finance Forward: Tapping into The CFO Audience for ING"
LENDING - CONSUMER
Discover Personal Loans
PARTNER: Dotdash Meredith
AGENCY: Mindshare Content+
"A Brighter Future Starts Now"
MISCELLANEOUS FINANCIAL
MICRO
VettaFi
"Accelerating VettaFi's Growth Engine - Marketing Strategy"
MISCELLANEOUS FINANCIAL
SMALL
Aqua Finance
"Aqua+ Brand Strategy and
Marketing Launch"
MISCELLANEOUS FINANCIAL
MID
Columbia Threadneedle Investments
AGENCY: Prosek Partners
"Intermediary and Institutional
Thought Leadership"
PERSONAL FINANCE
Wells Fargo
AGENCY: Imprint
"Student Athlete Financial Education"
RETIREMENT(BI)
Lincoln Financial Distributors Retirement Plan Sales
"Partners in Prospecting"
RETIREMENT (BB)
Nuveen
"Benefits 2.0"
Category Abbreviation Legend
BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary
B-INST=Business-to-Institutional Investor
BMT=Business to Multi-Target
Micro, Small, Mid and Large are size designations referring to financial firms by employee count.
INSURANCE (LIFE/ANNUITIES)
Equitable
AGENCY: o2kl
"Let's Plan How"
WEALTH MANAGEMENT (TIE)
RBC Dominion Securities
RBC Wealth Management Canada
"Lisa Thompson Family Wealth of RBC Dominion Securities Website"
WEALTH MANAGEMENT (TIE)
St. James's Place
"First National Brand Campaign"
MULTI COUNTRY
ASSET MANAGEMENT
MICRO
VistaShares ETFs
AGENCY: Leibowitz Branding & Design
"VistaShares ETF Brand Launch"
ASSET MANAGEMENT
SMALL
Sands Capital
AGENCY: Imprint
"What Matters Most Podcast"
ASSET MANAGEMENT
MID (BB)
Neuberger Berman
"Make Your Money Move"
ASSET MANAGEMENT
MID (BC)
BMO Financial Group
"20th Anniversary of Equity
Through Education"
ASSET MANAGEMENT
MID (BMT)
BNP Paribas Asset Management
AGENCY: Fiducial Communications Ltd.
"AI: Financial Video Creation
at Warp Speed"
BANKING
Bank of America - Global Commercial Banking
AGENCY: Sullivan
"Experts on Tap"
CREDIT & PAYMENT SYSTEMS
Bank of America - Global Payment Solutions
AGENCY: Sullivan
"The Power of Participation"
CORPORATE
Citadel & Citadel Securities
AGENCY: Mofilm
"Extraordinary Colleagues"
INVESTMENT BANKING (BB)
State Street
"Capturing the data opportunity: Institutional Investors in The Age of AI"
INVESTMENT BANKING (B-INST)
RBC Capital Markets
AGENCY: Editions
"Powering Sustainable Ideas"
FINANCIAL MEDIA
LinkedIn
"The Business of Influence in
Financial Services"
MISCELLANEOUS FINANCIAL
BMO Capital Markets & BMO Financial Group
"Sustainability Leaders Podcast"
PRIVATE EQUITY
Ara Partners
AGENCY: Bladonmore
"Brand building that captures a
leadership position in decarbonization"
WEALTH MANAGEMENT
UBS
"UBS Road to the Election Video Series"
ATTEND AWARD CEREMONY & FORUM
Awards will be presented in an in-person ceremony in New York City on Thursday, March 27, 2025 at Gramercy Institute's Financial Marketer's Forum: NYC.
Winners present at the March 27 ceremony will be awarded a trophy.
Winners not present may purchase trophies.
Event Date
Thursday, March 27, 2025 (8:00AM-12:45PM)
Includes breakfast, breaks & moderated program.
JUDGES
Claire Blackwell, Chief Client & Reputation Officer, St. James's Place (former)
Karen Bubrowski, Vice President, Director, Marketing, Hilco Global
Esti Buskin, Head, Retirement Marketing, Nuveen
Andrew Ceccon, Chief Marketing Officer, AXS Investments
Jeff Coghan, Senior Vice President, Digital Marketing, Hartford Funds
Len Costa, Partner, Rooney Partners
Lynda Koster, co-Founder & Managing Partner, Growthential
Caroline McMullen, Senior Marketing Strategist, Vested
Lauren Mack, Vice President, ETF Marketing, Morgan Stanley
Laura Manley, Global Chief Marketing Officer, MetLife Investment Management
Thomas McEntee, Chief Marketing Officer, NBT Bancorp
Judith Peterson, Chief Marketing Officer, DwellFi
Ken Poliziani, Chief Marketing Officer, Global Asset Management, PGIM
Paula Pullano, Head, Marketing & Communications, BNY Wealth
Michael Rodov, Founder & CEO, AdNode
Mitch Rose, Executive Director, Digital Strategy-Content, J.P. Morgan
Ryan Shepherd, co-Founder, Vivace Content
Jacklyn Tarapacki, VP, Marketing Management, J.P. Morgan Asset Management
Drew Ward, Senior Director, Investments Marketing, Transamerica
Catherine Weigel, Director Marketing Communications, Head of ETF Marketing, Sprott
Liz West, Financial Services Marketing Expert