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13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY INSTITUTE

FINANCIAL MARKETERS’ ROUNDTABLE

THE ROADMAP TO FULL FUNNEL GROWTH: EQUIPPING MARKETERS TO OVERCOME KEY OBSTACLES

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REPORT #3

Full-funnel growth marketing has emerged as a powerful and transformative approach that can help organizations not only stay competitive but also thrive in today's dynamic environment. Gramercy Institute is hosting a series of three roundtables to capture senior marketer sentiments on the progress and adoption of full funnel growth marketing by leading financial firms.

 

This report, the third in the series of three, is based on the insights and discussions from this roundtable. It is called "The Road to Full Funnel Growth: Equipping Marketers to Overcome Key Obstacles"

This Report...

 

  • Builds upon the remarkable promise of full funnel growth marketing that was sited in the first and second reports.

 

  • Emphasizes the importance of a comprehensive understanding of the customer journey in financial services.

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  • Details strategies for overcoming the shortfall of actionable audience insights and showcases how mastering the customer journey is essential for relevant, resonant, and effective marketing strategies.​

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  • Underscores the critical role of data-driven insights in full funnel growth marketing. It addresses the challenges of inadequate measurement practices and provides a framework for leveraging incisive data insights.

This roundtable brought together industry leaders from major financial firms and growth marketing experts to explore the challenges and opportunities that growth marketing presents.

ROUNDTABLE DELEGATES
 

  • KURT GENDEN, Founder & Managing Partner, TrueVoice Growth Marketing

  • GENE KIM, Investment Marketing Lead, MassMutual

  • CHRISTOPHER LINK, Global Head of Content Marketing, Manulife Investment Management

  • ANDY O’ROURKE, Chief Marketing Officer, Direxion Funds (Host)

  • BROCK PERNICE, Founder & Managing Partner, TrueVoice Growth Marketing

  • KERRI RENSHAW, SVP, Head of Digital Marketing, Direxion Funds

  • GEOFFREY UNDERWOOD, Executive Director, Global Sales and Marketing, Morgan Stanley

  • LIZ DEVIN WEST, Vice President, Head of Channel Marketing, Mission Square Retirement

  • JEFF WILSON, SVP, Head of Marketing--Business, Corporate & Investment Banking, Citizens

  • BILL WREAKS, Chief Analyst, Gramercy Institute (Moderator)

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