Marketing & Communications Intelligence for The World’s Leading Financial Firms

ENTRY DEADLINE: February 15, 2017
($325 USD per entry)





  • 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



14th Annual Gramercy Institute Financial Marketing Strategy Awards

The Gramercy Institute is pleased to announce its 14th Annual Gramercy Institute Financial Marketing Strategy Awards  honoring excellence in financial marketing strategy. 

Enter Your Marketing Strategy

This award recognizes STRATEGIC EXCELLENCE in financial marketing. Fourteen 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.

Who Can Enter?
Any company (agency, publisher, financial firm) that has conceived and/or executed a marketing strategy within the past 12 months for the benefit of a financial services firm (corporate entries are also accepted).  This includes:

  • Financial firms marketing their products or services
  • Insurance firms marketing their products or services
  • Agencies/consultancies
  • Media companies/publishers
  • Service providers to financial/insurance firms
  • Corporate (those marketing a corporation’s financial performance to key audiences)

To enter, financial firms (and their partners) that have conceived and/or executed strategic financial marketing work in the past 12 months are encouraged to complete this online entry form and simply click submit.

The entry deadline is February 15, 2017, ($325 USD per entry). 

Judging will be carried out by a panel of over twenty financial services marketing leaders from the world’s top financial, media and marketing brands (see separate Judges’ List). Each brief will be read and graded by no less than four judges. Individual judges’ scores will be averaged together to determine category winners. Entrants will be notified on the status of their entry (winning or not winning) on or about March 1, 2017 via email.

Award ceremonies will be held in four separate cities across the world in New York (March), London (June), Hong Kong (October) & San Francisco (April)



ENTRY DEADLINE: Feb. 15, 2017, ($325 USD per entry)





Samantha Wreaks
Gramercy Institute


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