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GRAMERCY INSTITUTE IS PLEASED TO ANNOUNCE WINNERS FOR ITS 2024

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 26, 2024 at 

Gramercy Institute's Financial Marketer's Forum: NYC.

SINGLE-COUNTRY AWARDS

 

Asset Management (BB)
AllianceBernstein
AGENCY: Living Group
"AB Sees ETFs Like No Other"


Asset Management (BC)
Natixis Investment Managers
"Cash on the Sidelines Campaign"


Asset Management (BI-TIE)
Allspring Global Investments
"Riding the Curve"


Asset Management (BI-TIE)
BNY Investments
AGENCY: Editions
"BE INTENTIONAL: Strategies for Shifting Markets"


Asset Management (BInst)
Columbia Threadneedle Investments
AGENCY: Prosek Partners
"Institutional and Intermediary Thought Leadership Campaigns"


Asset Management (BMT)
J.P. Morgan Asset Management
J.P. Morgan Chase
"College Planning Essentials"


Banking
Citizens Commercial Banking
AGENCY: EMI Strategic Marketing
"Citizens Always-On LinkedIn Campaign"


Corporate
Citadel and Citadel Securities
AGENCY: Code and Theory
"Citadel and Citadel Securities Presents Boundless"


Investment Banking
BMO Capital Markets
BMO
"See Further 2023 "


Miscellaneous Financial Services (BB)
VettaFi
"VettaFi’s Growth Engine – Marketing"

 

Miscellaneous Financial Services (BMT)

The American College of Financial Services

"Advisor Toolkits"


Personal Investing (BB)
MFS Investment Management
"MFS Capital Markets Advisor Program: Straight Talk Investment Webcast Series and Market Pulse"


Personal Investing (BC)-TIE
WHZ Strategic Wealth Advisors
AGENCY: Dunn Marketing
"Serve, Don’t Sell: Winning Prospects & Wooing Clients Through Person-Centered Content Marketing"


Personal Investing (BC)-TIE
Vanguard
AGENCY: RED @ Vanguard
Timely Thought Leadership


Personal Investing (BI)
T. Rowe Price
AGENCY: IMPRINT
"The Next Wave of Advice"


Personal Investing (BMT)
Fidelity International
AGENCY: Teamspirit
"Invest in Fidelity biodiversity. Invest in the heart of everything”

 

Retirement Services (BC)

MissionSquare Retirement

AGENCY: IMPRINT

"MissionSquare Realize Retirement® Program"

Retirement Services (BI)

Ascensus

"New Campaign Drives Adoption of Pooled Employer Plans"

Category Abbreviation Legend

BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary

BInst=Business-to-Institututional

BMT=Business-to-Multi-Target 

Retirement Services (BMT)

AllianceBernstein 

Defined Contribution Business

"AB's Lifetime Income Strategy -

Social Media Campaign"

Tax Services

AdviceOne Advisory Services, LLC

AGENCY: Buffalo Built Design Studio, LLC

"Front-End Brilliance and Back-End Efficiency"

 

Wealth Management

RBC Dominion Securities

RBC Wealth Management Canada

"Grace Wang Portfolio Management

Practice of RBC Dominion Securities Website"

 

MULTI-COUNTRY AWARDS

 

Asset Management (BB)
MacKay Shields
AGENCY: Peregrine Communications
"Shifting Gears - Why Fixed Income’s Paradigm Shift Should Drive Reallocation"


Asset Management (BC)
Natixis Investment Managers
"Generation X Report"


Asset Management (BI)
Hamilton Lane
"2024 Hamilton Lane Market Overview"


Asset Management (BMT)
William Blair Investment Management
"Emerging Markets Outlook Campaign"


Banking
BMO Financial Group
"Brian Belski’s 2024 Market Outlook "


Brokerage
BMO Financial Group
BMO
"2023 BMO Climate Institute Business Leaders Survey "


Corporate
Tradeweb
AGENCY: Living Group
"It’s On Tradeweb Campaign"


Investment Banking
Barclays Investment Bank
"Impact Series Report on AI"


Miscellaneous Financial Services (BB)
Global X ETFs
PARTNER: The Wall Street Journal

| Barron’s Group
"Charting Disruption - Global X ETFs"

Miscellaneous Financial Services (BC)
CITADEL and CITADEL SECURITIES
AGENCY: Mofilm
"Francesco, An Extraordinary Colleague"

Personal Investing
Tweedy, Browne
AGENCY: Leibowitz Branding & Design
"How Should Today's Investors Think About Value Investing?"


Securities & Commodities Exchanges
CME Group
"Transformed Quarterly Product Reports"


Wealth Management
BMO
BMO Capital Markets, BMO Financial Group
"Sustainability Leaders Podcast"

 

REGISTER TO ATTEND

Event Date: Thursday, September 26, 2024 (8:00AM-12:45PM)

includes breakfast, breaks & moderated program.

Location: 3 West Club | 3 West 51st New York, NY 10019

For questions about sponsorship please contact Gramercy Institute

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JUDGES

Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.

  • ​Scott Anderson, Senior Vice President Marketing, Fred Alger & Company, LLC, Alger

  • Kasia Antczak, 2nd VP, Head of Product & Segmentation Marketing, Guardian Life

  • Michael Baiamonte, Group Director, 14r Group

  • Matthew Brady, Head of U.S. Intermediary Marketing, Invesco US

  • Hong Bloom, Head of Performance Marketing, Vanguard

  • Patrick Canney, Head of Marketing, RBC GAM (U.S.), RBC Global Asset Management

  • Theo Casey, Managing Director, Marketcolor

  • Lara Coleman, Executive Director, Advertising + Content Marketing, FS Investments

  • Claire Evans, Managing Director, Head of Marketing, UBS Asset Management

  • Joy Falconer, Executive Director, JPMC, JPMorgan Chase & Co.

  • Rupert Hodson, CEO, Co-founder, Dianomi

  • Bruce Hoffmann, Head of Marketing and Business Development, Scharf Investments

  • Helena Jarabakova, Senior Director, Channel Partner Marketing, CME Group

  • Meg Johnson, VP Marketing, Matthews Asia

  • Michael Kazanjian, Chief Marketing Officer, FIDX

  • Rich Kendrick, Head of Americas Marketing, AllianceBernstein

  • Rick Kuwayti, CMO, B-to-B Marketing & Shared Services, BMO Financial Group

  • Paul Leibowitz, President & Creative Officer, Leibowitz

  • Sarah McSpiritt, Head, Content and Strategic Communications, The American College of Financial Services

  • Claire Mellon, Head of Brand & Marketing, Finitor Wealth

  • Kaydee Marcinek, Chief Marketing Officer, FM

  • Bethany Morris, Global Head, Client Insight & Innovation, Client Experience Department - Distribution & Wealth, Amundi

  • Alanna Nensel, Global Head of Brand, Creative & Digital, Janus Henderson Investors

  • Tokes Ojo-Ade, Head of U.S. Intermediaries Paid Promotions, T. Rowe Price

  • William Obre, Head of Marketing & Comms, Americas, AXA Investment Managers

  • Emily Pachuta, Chief Marketing Officer, Ascensus

  • Leonor Palao, Executive Director, Global Head of Brand Experience, ​J.P. Morgan Asset Management

  • Petek Pekgoz, Head of Marketing, Nomura Capital Management

  • Judith Peterson, Chief Marketing Officer, DwellFi

  • Betsy Pultz, Head, Growth Marketing, Commercial Risk Solutions, NA, Aon

  • Ondina Purcell, SVP, Chief Marketing Officer-Wealth Management, TIAA

  • Dominica Ribeiro, Chief Marketing & Distribution Officer, Breckinridge Capital Advisors

  • Kenna Roberts, Kenna Roberts, Global Head of Marketing Operations, AXA Investment Managers

  • Chris Rohan, Head of Global Channel Marketing, Allspring Global Investments

  • Courtney Rougeau, Director, Head of Channel Marketing, Lazard Asset Management

  • Claire Taylor, Director, Brand & Content Strategy, Americas, BNP Paribas

  • Sarah Taylor, Chief Marketing Officer, Haiilo

  • Elaine Villas-Obusan, Sr. Vice President, Head of Retail Marketing, US, Amundi US

  • Leslie Walstrom, Head of Global Marketing, Columbia Threadneedle Investments

  • Susannah Wardly, SVP, Marketing, Natixis Investment Managers

  • Eileen Zicchino, Managing Director, Corporate Strategy, Wells Fargo​

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