FCS Financial Marketer of the Year

OVERVIEW / INSTRUCTIONS

NOMINATION FORM

ROUND 2 TEMPLATE

The Call for Nominations for the 16th Annual FCS Financial Marketer of the Year Award is now open.

DEADLINE FOR SUBMISSIONS WILL BE MONDAY, OCTOBER 25, 2021 (FIRM)

The FCS Financial Marketer of the Year Award recognizes innovation, creativity and impact in the financial services marketplace, and rewards the marketer and the marketing leader responsible.

The 2021 Award will celebrate a strong marketer and its marketing executive who have provided an inspiring example of how marketing and communications can advance a firm’s business objectives and elevate the standard for exceptional work in the marketplace – especially against the unprecedented challenges all industries faced this year.

Important Information

1. Download the details about how our virtual judging will take place this year.
2. Download the 'long-form' Nomination Form (Word document). This information is required for your submission. You can include additonal files with your submission to present any creative associated with the nomination. Remember: this is not a competition for creative; FMY focuses on strategy and results.
3. Download the required Round 2 template. If your submission is advanced by our judging panel to Round 2, it will be viewed online by our Judges during a live Zoom meeting.  That discussion will build consensus and lead to the selection of a winner and up to two runners-up.
4. All forms and materials must be submitted to FCS Admin Coordinator Marisa Jago, [email protected], by 5:00pm ET on Monday, October 25, 2021.
5. There is no fee for entering, and the nominee need not be a current FCS member.

In-Person Awards Gala

Our in-person Awards Gala (reception, plated dinner, after party) will be held at the New York Yacht Club on Wednesday, December 1st (6:00pm ET).  We will honor the overall winner as well as the first two runners-up. [Note: all guests must provide proof of full vaccination, along with photo ID, to gain entry to the Club.]

To reserve your table / tickets, please visit our event page.

Nomination & Evaluation

Any marketer from an eligible financial services entity may be nominated regardless of FCS membership. Eligible financial services entities include: banks, credit card companies, securities firms, financial advisors, discount brokers, exchanges, financial information companies, mutual funds, ETFs or other investment instruments, asset management companies, accounting firms, insurance products and services (excl uding health insurance), tintech companies, and financial industry associations. Individuals can nominate themselves and multiple individuals can be nominated from distinct business units within one organization.

All nominations are evaluated by a panel of distinguished financial services marketing experts. The Award is chosen by this panel based upon a submitted case study detailing the effective execution of marketing communications plans that achieved clearly stated objectives linked to quantitative and qualitative results. The panel is tasked with rating submissions in terms of demonstrated excellence in the following areas, in order of importance:

• Strong Results: Directly related to objectives, quantitative (not anecdotal) evidence
• Clear Strategy: Defining the campaign objectives, target, benefit and insight
• Consistent Execution: Aligned with strategy, applied consistently across all executions

Strong submissions articulate a compelling case for the difficulty of the challenge (e.g., larger competitor, smaller budget, tight timing, bad PR), and results that are specifically driven by marketing as opposed to other factors (e.g., innovative product, resurgent economy). The Award places its emphasis on Big Ideas and Big Results, not necessarily Big Budgets.

In the spirit of peer-to-peer professional recognition, there are no fees required of any entrant.

This year's Financial Marketer of the Year Committee comprises:

• Kevin Windorf, Living Group
• Tom Jago, The Ward Group
• Melissa Scauri, Morgan Stanley

Any questions on the Award, the Nomination Process or the Virtual Gala can be sent to [email protected].

Past Winners

2020   State Street Global Advisors; John Brockelman

2019   Ally Financial; Andrea Brimmer

2018   E*TRADE; Lea Stendahl

2017   Ally Financial; Andrea Brimmer

2016   Prudential; Niharika Shah

2015   Citi; Elyssa Gray

2014   Edward Jones; Brad Iversen

2013   TD Bank; Vinoo Vijay

2012   Prudential; Colin McConnell

2011   Liberty Mutual; Paul Alexander

2010   MetLife; Beth Hirschhorn

2009   Fidelity Investments; Jim Speros

2008   E*TRADE; Nick Utton

2007   Merrill Lynch Global Wealth Management; Rich Aneser

2006   Smith Barney; Barbara Glasser

Download sponsorship packages. For sponsorship opportunities, contact FCS CEO Kevin Windorf.