Sept. 16: TOP FINANCIAL MARKETING LEADERS MET AT JFAM:LIVE!
09/18/2009

Subscribe to the Journal of Financial Advertising & Marketing

Subscribe to The Journal of Financial Advertising & Marketing--the industry's premiere source for strategy and insight.  Published twenty-six times each year, JFAM features the thinking of financial marketing's leading CMO's and strategists.

Subscribe to the Journal of Financial Advertising & Marketing

Sept. 16: TOP FINANCIAL MARKETING LEADERS MET AT JFAM:LIVE!
09/18/2009

By Kip Fry
The Journal of Financial Advertising & Marketing

TOP FINANCIAL MARKETING LEADERS MET AT JFAM:LIVE!
AT THE AUDITORIUM OF UBS IN NEW YORK CITY

 

·         Over 120 Financial Marketing Leaders Met at UBS’s Gallery Auditorium in NYC

·         Conference Theme: The Beginning of the End—Now What?

·         Speakers Include Top Marketers from: Goldman Sachs, Prudential Financial, Legg Mason, UBS, BMO Capital Markets, Merrill Lynch Global Wealth Management, FXCM, SunTrust Banks, CashNet, USA, MetLife, E*TRADE Financial, Ameriprise Financial, Guardian Life Insurance, JG Wentworth, Oppenheimer Funds and Nomura Holdings

·         Consortium of Top Financial Marketing Firms Announced at JFAM:Live!
 
NEW YORK, NY (September 16, 2009)—“The downturn in financial markets has now bottomed-out,” predicted Bill Wreaks, Chief Analyst of The Journal of Financial Advertising & Marketing (JFAM). “Marketers from the world’s top financial services firms must now adapt accordingly to a new world order in financial marketing.” This year at JFAM:Live! Financial Marketers’ Conference, The Gramercy Institute brought together over 120 leaders in financial services marketing to the New York Auditorium of UBS. Attendees and presenters will discuss and debate what has changed in financial services marketing in the past year, what changes are likely yet to come, and how financial services marketers can and should adapt to meet new challenges in 2010—and beyond.
 
The theme of this conference was: The Beginning of the End—Now What? JFAM:Live! agenda highlights include:
·         Financial Advisor Preferences
·         The Image of Global Banks
·         The Great Trust Switch: Assessing Scale and Trust in Volatile Markets
·         Marketing The Financial Brand--The Right Size For The Right Time
·         Brave New Financial-The Agency of The Future
·         Breaking Through: The New Financial Customer
·         Brand Challenge: Being Big in 2010
·         The New Medium: Custom Publishing in Financial Services
·         2010—Delivering Real Value in Financial Media
·         What’s Changed? Business Marketing in Financial
·         Analyst Perspective: Today’s Media Landscape
 
“There was no question,” reports Wreaks, “that we assembled one of the strongest line-ups of speakers--ever. This is an unusual climate for financial marketers; there’s a lot to share—and a lot to learn.” The event specifically tapped the intelligence of leaders from top global financial brands such as: Goldman Sachs, Prudential Financial, Legg Mason, UBS, BMO Capital Markets, Merrill Lynch Global Wealth Management, FXCM, SunTrust Banks, CashNet, USA, MetLife, E*TRADE Financial, Ameriprise Financial, Guardian Life Insurance, JG Wentworth, Oppenheimer Funds and Nomura Holdings. 
 
In addition, agency brands such as DiMassimo Goldstein, Media Contacts, Doremus, ‘MKTG’ and Pace Communications offered their insights to JFAM:Live! attendees. Also, research experts from UBS, Rowan University, Financial Times, Compete, Inc. and The Gramercy Institute all presented to the group along with publishers and leaders from the world’s top financial media brands: Barron’s, The Deal, the Financial Times, InvestingChannel, Vibrant Media and AOL Advertising.
 
The JFAM Financial Marketing Conference was sponsored by: (Platinum Sponsors) Financial Times, AOL Advertising and UBS, (Gold Sponsors) Compete, Inc., DiMassimo Goldstein, Media Contacts, ‘MKTG’, PricewaterhouseCoopers, Vibrant Media, The Wall Street Journal (Supporting Sponsor) InvestingChannel and (Luncheon Sponsor) Barron’s.
 
Brave New Financial: “Charter” Firms Announced
At JFAM:Live!, The Gramercy Institute announced “charter members” of Brave New Financial consortium. This best practices consortium has been hand-selected by The Gramercy Institute as a collection those firms that are particularly well-suited to handle the marketing needs of today’s leading financial firms. This group will remain close confidants of The Gramercy Institute to determine trends in financial services marketing and will be regularly asked to share insights with leading financial firms. The Gramercy Institute announced its first five (of twelve) members at JFAM:Live!
 
About The Gramercy Institute
The conference was organized by The Gramercy Institute. The company specializes in issues surrounding financial services marketing. TGI clients include Barron’s, Bloomberg Media, CNBC, Compete, Inc., Competitrack, Conde Nast, Crain’s, Doremus, Dow Jones, The Deal, Financial Times, Getty Images, Google, The International Herald Tribune, Investor’s Business Daily, InvestingChannel, Journal of Accountancy, Leadfusion, Microsoft Advertising, New York Times, The New Yorker, Nikkei America, Pearson Publishing, Pensions & Investments, TargetCast tcm, TIAA-CREF, Vibrant Media, Yahoo! The Wall Street Journal Interactive, Zillow.com Yellow Pages Association, and others.
 
The Gramercy Institute publishes The Journal of Financial Advertising & Marketing, a printed professional quarterly devoted to sharing expert opinions in and about the financial marketing industry. The company also manages The Financial Marketers’ Alliance, a network comprising over 1100 financial marketing professionals, worldwide and through its Gramercy Institute hosts numerous events each year around financial marketing-related topics.
 
Based in New York, the company (www.financialmarketer.com), is separated into three distinct areas: Publishing, Network & Events, and Research & Consulting
 
Contact:
Bill Wreaks
212-753-5131
bill@financialadvertising.com

 

Back to List