VISIONARIESDouglas Salmon, Jane Ricker, Judy Gough Client: Brooke Henninger, BRONZE Goldman Sachs...

Celebrating creative excellence in financial marketing

FCS PORTFOLIO AWARDS 2020 WINNERS JOURNAL

VISIONARIES

Contents

Welcome from the FCS CEODEAR MEMBERS AND FRIENDS OF THE FCS,

Kevin WindorfCEO, Financial Communications Society

Contents | Welcome

As I thought about the staging of an awards show during a global health crisis, unprecedented in our lifetime, I concluded that the pursuit of normalcy despite personal, national, and global tragedy does not indict us as a callous people – it simply reflects the need for hope in our lives.

We are making a conscious decision to think about all the ‘good’ in the light — though we surely do not forget the shadows just beyond it. So when we choose to celebrate, with awards and laughter and the simple warmth of camaraderie, we’re focusing our energy not only on the triumphs of the past, but on the hope for better tomorrows.

If you’ve ever been to our beloved Portfolio Gala -- known as the financial marketing prom – you know how much fun it is to be in a room of 500+ peers, all decked out in their finest partywear and just brimming with excitement. But when you can’t get together with old and new friends to enjoy a good meal, to toast to mutual success – or to spend some quality time on a dance floor, how do you celebrate?

You stick to the core of what your award competition is all about: recognizing the creative excellence of the best marketing and communications work in our industry.

With another record setting number of entries from more than 90 financial brands, we are proud to bestow 193 awards to more than 50 of those brands. On the pages of this Winners Journal (smartly crafted by our Portfolio Agency of Record, Living Group), you’ll see the names of creative teams and clients who collaborated on truly stand-out work.

You’ll also see the names of our 25 judges. We thank each and every one of them for setting aside their time and energy to judge this year’s competition. And they did so during the first few weeks of March when we were just learning how our companies would need to reassess work locations and people priorities – not to mention brand messaging. Our judges honored their commitment to the FCS despite those circumstances and we’re all the more grateful to them.

I hope you find the success of the works recognized here to be inspirational as you finish out this year – setting your sights on entering your finest work from 2020 in our 27th Annual Portfolio competition, that will open in January. Remember: there will be a 2021 – and it will be filled with the light that you bring.

Congratulations to all our winners!

Sponsors

Contents | Welcome

Gold Sponsor Silver Sponsors Bronze Sponsor

The judges

Contents | Welcome | The judges

Jane Ackerman Director, Head of U.S. Business Marketing, RBC Capital Markets

Ishviene Arora COO and Co-founder, Vested

Megan Audette Marketing Strategy Lead and Director of Deposits Marketing Strategy, Ally

Kimberly Beck Head of Wealth Marketing, Envestnet

Matt Bryan Second Vice President, Head of Agency Digital Marketing, Guardian Life

Amy Dobra Principal, Head of Financial Advisor Marketing, Vanguard

Jennifer Halloran Head of Marketing and Brand, MassMutual

Dresdyn Hefferen SVP, Corporate Marketing, PNC

Jon Holding Head of Acquisition Marketing, Invesco

Dominic Leung Group Strategy Officer, Cognito

Jeff Miller Managing Director, Citi

Andrew Most Vice President of Marketing Communication, Columbia Threadneedle

Scott Paer Senior Director, Caliber Corporate Advisers

David Page Founder/Partner, BouchezPage

Ken Poliziani Chief Marketing Officer, PGIM

Patty Quinn McAuley Director of Marketing, Clark Capital

David Rosen Managing Director, Brand Innovation & Analytics, Citadel

Erin Sanders Director, Head of Creative, Premier Marketing Consulting, UBS

The judges


The judges


Angela Schema VP, Advertising and Sponsorships, Lincoln

Amee Shah Executive Creative Director, Managing Director, JPMC

Duncan Shaw Co-founder and Executive Creative Director, Living Group

John Wall Vice President, Head of Global Brand Design, T. Rowe Price

Stephen Weiss Head of Retail Marketing, Lord Abbett

Wanda Williams Sr. Director, Global Head of Commodity Product Marketing, CME Group

Martin Wright Creative Director, AIG

The winners

Contents | Welcome | The judges | The winners

Judges’ Choice

Contents | Welcome | The judges | The winners | Judges’ Choice

JUDGES’ CHOICE

Citi Publicis New York The Moment Creative: Andy Bird, Paul Renner, Jeremy Filgate, Patrick Merritt, Sungkwon Ha Client: Martha Foster

Best in Show

Contents | Welcome | The judges | The winners | Best in Show

Corporate Image

BEST IN SHOW


Business to Business

BEST IN SHOW

State Street Global Advisors McCann New York It’s Liquidity Time Creative: Peter Powell, Gene Campanelli, Rob Rawley, Amber Greenwalt, Juliana Cresci, Donna McCracken Client: Stephen Tisdalle, John Brockelman

Consumer Retail

BEST IN SHOW

Ally Financial Anomaly Ally+MONOPOLY® Client: Meredith Dack

Digital Media

BEST IN SHOW


Multicultural

BEST IN SHOW

Citibank Publicis One Team Well + Good The Power of Savings Sponsored by Citi Creative: Mike Cartwright, Amanda Dobbs, Meegan Scally, Alex Mailman, Tim Lawrence, Annie Fox Client: Dawn Zappetti, Karin Brownstein

CSR

BEST IN SHOW


Corporate image

Annual Reports

Apps & Tools

Audio

Branded Content

Digital Collateral

Event Marketing

Integrated Marketing

Out-of-Home: Single

Out-of-Home: Campaign

Print: Single

Print: Campaign

Print Collateral

Public Relations

Rich Media/Display

Social Media: Non-Paid

Social Media: Paid

Television: Single

Television: Campaign

Visual Identity

Web Video

Websites

Contents | Welcome | The judges | The winners | Corporate image

Annual Reports

GOLD

Broadridge Financial Solutions Curran & Connors, Inc. Broadridge 2019 Annual Report Creative: Jessie Chapman, Burcu Acarlar, Mike McMurray, Dan Dyksen

BRONZE

American International Group, Inc. MerchantCantos AIG 2018 Annual Report Creative: Kev Cheah, Nina Eisenman, Courtney Fairclough Client: Daniel O’Donnell, Claire Talcott

BRONZE

Valley Bank NewsCred Annual Report 2018 Creative: Mark Fernandez, Marc Piro, Reetu Chokshi, Dan Cappello, Jennifer Bublitz Client: Marc Piro

BRONZE

Wintrust NewsCred Wintrust 2018 Shareholders’ Letter (Annual Report) Creative: Jenny Celander, Michael Marencik

Apps & Tools

SILVER

Bank of America GroupeConnect Better Money Habits: Life Priorities Tool Creative: Josh Gardner, Ali Nolin, Demetrius Atkins, Maria Vetter, Rudy Carranza, Peyton Leveillee Client: Cathy Costa, Lilly Raymond

Audio

GOLD

AIG Life & Retirement In-House Plan for 100 Podcast Series Creative: L&R Marketing

SILVER

Goldman Sachs In-house, The Media Kitchen Top of Mind Podcast Audio Campaign Creative: Kaydee Bridges, Alex Bregman, Meghan Mazza Client: Elizabeth Bowyer, Alex Bregman

Branded Content

GOLD

Bank of America GroupeConnect Better Money Habits Retreat Creative: Katherine Saxon, Azul De Mendieta, Rodney Raftery, Melanie Liu, Kelly Beaudin, Reed Holtzman Client: Kara Crippen, Hannah Campbell

SILVER

Citizens Bank Ogilvy, MediaCom Vulture Made Ready for Music Creative: Darren Wright, Dave Skinner, Sherina Florence, Nicole Nalazek, Kevin Breen, Alice Farley Client: Allison Amenta, Debra Williams

SILVER

Bank of America GroupeConnect The New York Times/T-Brand Studio That Made All the Difference Podcast Creative: John von Brachel, Bob Mirales, Alicia Burke, GroupeConnect Client: John von Brachel

BRONZE

Mastercard In-House WP BrandStudio, The Washington Post The Making of an Inclusive Economy Creative: Casey Rist, Jake Scobey-Thal, Barbara Fang, Denise Burrell-Stinson, Molly Holden, Derek Hester Client: Monica Chaves, Avni Patel


Digital Collateral

GOLD

Bank of the West McGuffin Creative Group Bank of the West Corporate Overview Client: Winston Conklin, Dirk Donnel

Event Marketing

GOLD

Morgan Stanley In-House Morgan Stanley Pride Parade 2019 Creative: Adam Greiss, Bill Anstadt, Blair Prentice, Jeff Cook, Melissa Wasserman, Molly Hawkins Client: Susan Reid, Nathan Stein

SILVER

Citizens Bank Ogilvy, MediaCom, Massive Music Made Ready for Music Creative: Darren Wright, Dave Skinner, Sherina Florence, Nicole Nalazek, Kevin Breen, Alice Farley Client: Laurie Genovese, Lori Dillon

BRONZE

Bank of America GroupeConnect Better Money Habits Retreat Creative: Katherine Saxon, Dana Schueller, Azul De Mendieta, Rodney Raftery, Melanie Liu, Jane Ricker Client: Brooke Henninger, Misty Hadzima


GOLD


SILVER

Bank of America GroupeConnect The power to keep up with what matters, Better Money Habits Creative: Katherine Saxon, Azul De Mendieta, Rodney Raftery, Douglas Salmon, Jane Ricker, Judy Gough Client: Brooke Henninger, Misty Hadzima

BRONZE

Goldman Sachs Sub Rosa Day in the Life Integrated Marketing Campaign Creative: Matt Lower, Catie Miller, Adam Leone, Jonathan Bailey, Lorenzo de Guia, Jon Messner Client: Amanda Rubin, Jason Hill

Out-of-Home: Single

GOLD

Barclays ESI Design Growth Eagle Creative: Jonathan Grimm, Cara Buckley, Jay Sienkwicz, Yuri Sunahara Client: Kimberlee Mertz, Matt Slivinski



GOLD

Citizens Bank Ogilvy, MediaCom Made Ready Creative: Darren Wright, Nicole Nalazek, Michael Fensom, Mariel Schroder, Samantha Devine, Elizabeth Bernardin Client: Janine Giustina, Jaime Zozula

SILVER

AIG Life & Retirement In-House Plan for 100 Creative: L&R Marketing

BRONZE

Morgan Stanley Bloomberg Studio / Credo Nonfiction Morgan Stanley Global Offices – Hello From Video Series Creative: Sven Bodin, Lutz Vogel, Jesse Roesler, Victor Rukavina Client: Ivan Cayabyab, Vildia Samaniego

Print: Single

GOLD

Bank of America Hill Holliday Merrill Health and Wellness Magazine Insertion Creative: Lance Jensen, Craig Johnson, Karen Hite, Alex Smulian, Matt Adamiak Client: Donna Nardozza, Kaitlyn Cassidy

SILVER

Bank of America Private Bank Hill Holliday “The Power to Set Your Own Limits” WSJ Print Ad Creative: Lance Jensen, Karen Hite, Craig Johnson, Crystal Wright Client: Jon Ellenberg, Aniko Delaney

BRONZE

Bank of America Enterprise Creative Solutions, Bank of America 2019 Mortgage Bankers Annual Convention & Expo Program Ad Creative: Wade Poore, Pat Smith, Ken Tattersall, Deena Dimmer, Stacy Stigelman, Charissa Messer Client: Julie Stoklosa, Julie Lewis

Print: Campaign

GOLD


SILVER

Invesco Grey New York Greater Possibilities Together Client: Katy Brady, Stephanie Fiset

BRONZE

Bank of America Enterprise Creative Solutions, Bank of America Local Ad Campaign Creative: Steve Strohm, Ken Berl, Kristen Kramedas, Patty Sinkus, Laura Keehan, Charissa Messer Client: Michele Barlow, Rachel Gangel

Print Collateral

GOLD

Instinet Thinkso Fintech at Fifty Creative: Brett Traylor, Shelley Batuyong, Jay Sherman-Godfrey, David Robinson, Amie Ruhé Client: Lorna Boucher

SILVER

Morgan Stanley Foundry 360/Meredith Morgan Stanley Mosaic Magazine Creative: Diane Dicostanzo, Tom Prince, Laurie Sprague, Christopher Muller, Victoria Rich, Wesley Soriano Ana Lopes Client: Regina Jacobs, Joseph DeRoss


Public Relations

GOLD

Citi Publicis The Moment Creative: Andy Bird, Paul Renner, Jeremy Filgate, Patrick Merritt, Sungkwon Ha Client: Martha Foster

SILVER

E*TRADE Financial In-House E*TRADE Thought Leadership Series: Diversity in Financial Services Creative: Kate Butler, Lynn Cocchiola, Hailee Maller, Mike Nemeth, Brigid Donnelly Client: Dawn Burke, Thayer Fox

Rich Media/Display

SILVER

Invesco Grey New York Greater Possibilities Together Client: Katy Brady, Stephanie Fiset


GOLD

Bank of America GroupeConnect The power to keep up with what matters, Better Money Habits Creative: Azul De Mendieta, Brian Noyes, Thom Crowley, Alina Chong, Grace Messera, Jane Ricker Client: Brian Jones, Misty Hadzima

SILVER

Bank of America GroupeConnect, BCW BofA World Economic Forum Creative: Chris Smith, John von Brachel Client: John von Brachel

BRONZE

CFA Institute Living Group Building a CEO’s brand Creative: Kevin Windorf, Hannah Gilmore, Emma Overeem, Jim Campbell Client: Matthew Hickerson, Caroline Emerson

Social Media: Paid

GOLD

Bank of America GroupeConnect The power to keep up with what matters, Better Money Habits Creative: Lily Hillstrand, Azul De Mendieta, Brian Noyes, Thom Crowley, Alina Chong, Grace Messera Client: Brian Jones, Dani Dody

SILVER

Goldman Sachs The Media Kitchen, Sub Rosa Day in the Life Paid Social Campaign Creative: Matt Lower, Catie Miller, Adam Leone, Jonathan Bailey, Lorenzo de Guia, Jon Messner Client: Amanda Rubin, Jason Hill

BRONZE

Bank of America GroupeConnect, BCW BofA World Economic Forum Paid Social Creative: Chris Smith, John von Brachel Client: John von Brachel


Television: Single

GOLD

Bank of America Hill Holliday ANWA “Journey” Creative: Craig Johnson, Karen Hite, Saige Sharp, Duda Bosnic, Lance Jensen Client: Brian Rohrman, Charles Greenstein

SILVER

Bank of America Hill Holliday Lonnie Bunch Creative: Lance Jensen, Karen Hite, Craig Johnson, Saige Sharp, Pier Madonia Client: Matt Black, Kellie Taylor

BRONZE

Bank of America Hill Holliday D&I Campaign Creative: Lance Jensen, Karen Hite, James Barkley, Sarah Awan Client: Matt Black, Cynthia Bowman


GOLD

Travelers Insurance TBWA\Chiat\Day New York The Travelers Promise Creative: Chris Beresford-Hill, Walt Connelly, Coleman Davis, Holden Rasche, Ashley Veltre, Alli Walker Client: John Morris, EJ Conlin

BRONZE

Ameriprise Financial McCann and Invisible Man Be Brilliant Creative: Mark Canavan, Rachel Howald Client: Marie O’Neill, Joanna McCormick

Visual Identity

GOLD

Morgan Stanley In-House Morgan Stanley Global Sports & Entertainment Brand Refresh Creative: Adam Greiss, Bill Anstadt, Buddy King, Blair Prentice, Marybeth Mullan, Marina Kalja Client: Jillian Vella, Miguel Mendez

SILVER

Sands Capital Sullivan Reenergizing Sands Capital’s Brand Image Creative: Sands Capital, Sullivan Client: Sands Capital

BRONZE

Reform Pension Board Thinkso RPB Brand Identity & Website Creative: Elizabeth Amorose, Chris Riely, Brett Traylor, Olive Miller Client: Stephanie Berger, Michael Kimmel

BRONZE

Wasatch Global Investors Leibowitz Branding & Design Wasatch Rebrand Creative: Paul Leibowitz, Jason Wheeler, Kevin Windorf, Gerald Morin, Kevin Winzeler, Benjamin Swanson Client: Matson Lehtinen, Eric Bergeson

Web Video

GOLD

CommunityAmerica Credit Union Cactus “Just Getting Started” Creative: Jon Barnett, Brian Watson, Shea Tullos, Hailey Simon, Martha Douglas, Brooke Woodruff Client: Matt Johnson

SILVER

BlackRock Indigenous Media 60Second Wealth with BlackRock Creative: Jake Avnet, Jon Avnet, Rodrigo Garcia, Tim Beers, Kevin Flynn, John Zhang Client: Frank Cooper, Piers North

BRONZE

Bank of America Hill Holliday Lonnie Bunch Creative: Lance Jensen, Karen Hite, Craig Johnson, Saige Sharp, Pier Madonia Client: Matt Black, Kellie Taylor

BRONZE

Bank of America Tongal Cheeky Monkey Client Story Creative: Melissa Rossi, JP Perry, Chris Neighbors, Melissa Doebler, Matthew Black, Caitlin Lowther Client: Renee Weiler, Nathan Mays


Websites

GOLD

Bank of America GroupeConnect Bank of America Careers Creative: Amy Lachapelle, Erika Decker, Molly Griffin, Samuel Costello, Blair Douglass, Omari Frances Client: Laila Moore, Scott Hopkinson

SILVER

Bank of America GroupeConnect Merrill.com Unified Site Creative: Laura Weedon, David Kane, Charlie Perrins, Michael Knoll, Angelica Ferris, Lily Hanlon Client: Doug Ellington, Kate Horrigan

BRONZE

Bank of America GroupeConnect Better Money Habits: Financial Center Wi-Fi Experience Creative: Emily Concannon, Demetrius Atkins, Andrew Begin, Thom Crowley, Brian Greene, Chris Shores Client: Cathy Costa, Lilly Raymond

BRONZE

Broadridge Financial Solutions BizMark Broadridge Capabilities Experience Creative: Jessie Chapman, Burcu Acarlar, Lauren Parkin


B2B

Annual Reports

Audio

Branded Content

Digital Collateral

Direct Mail

Email

Event Marketing


Mobile

Out-of-Home: Single


Print: Single

Print: Campaign

Print Collateral

Public Relations

Rich Media/Display


Social Media: Paid

Television: Single


Visual Identity

Web Video

Websites

Contents | Welcome | The judges | The winners | B2B

Annual Reports

BRONZE

DTCC ChappellRoberts Building a Foundation for the Future Creative: Craig Donner

Audio

GOLD

Barclays In-House The Flip Side podcast Creative: Jared Barchus, Matt Slivinski, Sarah Jackson Client: Kimberlee Mertz, Jeff Meli

GOLD

Synchrony Giant Spoon Synchrony’s Business Schooled Season 2 Creative: Elspeth Dixon, Molly Luppi, Ian Grody, Hayley Yerkes, Austin Addison, Sana Sourivongs Client: Molly Luppi

SILVER

BMO Global Asset Management Puddle Creative Better conversations. Better outcomes. Podcast Creative: Rick Kuwayti, Derek Devereaux, Gayle Gipson

SILVER

Bank of America Superunion, Gimlet, Spotify The World To Come Creative: Jamie Ambler, Jim Quirologico, Paul Wolfe, Jacob Lindell Client: Amy Leith, Nancy Brennan

BRONZE

BMO Capital Markets Puddle Creative Macro Horizons: A Podcast on Global Trends in Fixed Income Creative: Rick Kuwayti, Meredith Nutter, Kim Hanson, Katherine Scott

Branded Content

GOLD

J.P. Morgan Asset Management The Wall Street Journal | Barron’s Group Custom Content and Ptarmigan Media Let’s Talk: ETFs in Focus Creative: Sterling Shea, Will Misselbrook, Michael Barnwell, Daniel Bernard, Ryan Daly

GOLD

Invesco Courageous Studios CNN Invesco QQQ: Investing in Greater Possibilities Together Creative: Paul Sundue, Colleen Puglisi, Rich Butterworth, Mahala Gaylord, Dominique Prudente, Kate LaBrecque Client: Katy Brady, Stephanie Fiset

SILVER

HSBC Jade Financial Times The Enrich List Client: HSBC

BRONZE

Wells Fargo Bloomberg Media Studios Bloomberg Media Quest for Better Creative: Ashish Verma, Michael Walker, Ed Adams, Juan Davolos, Dylan Fergus, Puja Pahlajani Client: Laine Murdock, Doreen Lucas

Digital Collateral

BRONZE

CME Group In-House Three Key Market Questions for 2020 Creative: Sarah Kim, Tom Dybsky, John Videll. Ayesha Khan, Dominika Peschak, Kerrie Klein Creative: Katilin Meyer, Gina DelFavero


Direct Mail

GOLD

UBS o2kl Business Builders Creative: Richard Eber, Bill Bonomo, Jon Tell, Leslie Singer Client: Maria Chang-Nichols, Cheryl Brama-Berman

BRONZE

Hiscox gyro New York Barcode Creative: Kash Sree, Susan Alvarez, Julio Matos Client: Russ Findlay, Maureen Kelly

Email

GOLD

Morgan Stanley In-House Morgan Stanley Investment Management – Dynamic Mailer Creative: Megan Goett, Roderick Amurao, Samantha Ralph, Jordan Cohen, Shirley Liu, Mohit Agrawal Client: Morgan Stanley Investment Management Sales

BRONZE

Bank of America Enterprise Creative Solutions, Bank of America Bank of America Monthly Insights Newsletter – June 2019 Creative: Mark Lazur, Richard Schneider, Ken Tattersall, Stacy Stigelman, Jennifer Murphy, Charissa Messer Client: Tim Davis, Julie Lewis

Event Marketing

GOLD

CUNA Mutual Group McGuffin Creative Group Take the Guessing Out of Their Investing Client: Mary Rittweger, Kelly Roth

SILVER

Bank of America Enterprise Creative Solutions, Bank of America National Association of Women Business Owners Conference Materials Creative: Kristen Miller, John Hollis, Kris Stone, Nouri Elasfari, Steve Strohm, Charissa Messer Client: Julie Stoklosa, Dana Langdon

BRONZE

BNY Mellon | Pershing In-House INSITE 2019


GOLD

PIMCO Havas PIMCO Retirement Campaign Creative: Israel Garber, Eric Bertuccio, Matt DeCoste, Janet Park, Kyle Holten, Aelin Hu Client: Cathleen Stahl

SILVER

State Street Global Advisors McCann New York It’s Liquidity Time Creative: Peter Powell, Gene Campanelli, Rob Rawley, Amber Greenwalt, Nathy Avarim, Donna McCracken Client: Stephen Tisdalle, John Brockelman

SILVER

AIG Life & Retirement In-House Plan for 100 Creative: L&R Marketing

BRONZE

Barclays Huge Cineworld Creative: Adam Morris, Michael Camarra, Adam Samara Client: Kimberlee Mertz, Olivia Christiansen

BRONZE

MetLife NewsCred MetLife’s 17th Annual U.S. Employee Benefit Trends Study 2019 Creative: Yuna Kim, Molly Werner, Laurent Lecchia, Chiaki Jin Nishino, Craig Stout Client: Sylvie Biragnet, Chris Boles


Mobile

GOLD

State Street Global Advisors McCann New York See What You’re Missing Creative: Peter Powell, Gene Campanelli, Rob Rawley, Amber Greenwalt, Juliana Cresci, Donna McCracken Client: Stephen Tisdalle, John Brockelman

SILVER

State Street Global Advisors McCann New York Get Into Gold Creative: Peter Powell, Gene Campanelli, Antony Rush, Noah Benezra, Rob Rawley, Amber Greenwalt Client: Stephen Tisdalle, John Brockelman

BRONZE

State Street Global Advisors McCann New York It’s Liquidity Time Creative: Peter Powell, Gene Campanelli, Rob Rawley, Amber Greenwalt, Nathy Avarim, Donna McCracken Client: Stephen Tisdalle, John Brockelman

Out-of-Home: Single

GOLD

Barclays In-House, ESI Design LGBTQ Pride Creative: Jonathan Grimm, Cara Buckley, Jay Sienkwicz, Yuri Sunahara, Tania Van Bergen Client: Kimberlee Mertz, Matt Slivinski

SILVER

Barclays In-House, ESI Design Rise Creative: Jonathan Grimm, Cara Buckley, Jay Sienkwicz, Yuri Sunahara, Tania Van Bergen Client: Kimberlee Mertz, Matt Slivinski

BRONZE

Sector SPDR ETFs DNA Creative/SBA SPDR Train Creative: Ken Brockhoff Client: Dan Dolan


GOLD

S&P Dow Jones Indices Carpenter Group There’s more to it Creative: Venkat Patla, Claire Taylor, Chris Hoch, Victoria Pohlmann, Katina Zulakis Client: Chris O’Brien

SILVER

E*TRADE Financial MullenLowe NY NASPP Creative: Rich Singer, Zack Menna, Sharon Parks Client: Dawn Burke, Natalie Labuda

BRONZE

State Street Global Advisors McCann New York See What You’re Missing Creative: Peter Powell, Gene Campanelli, Rob Rawley, Amber Greenwalt, Nathy Avarim, Kristen Debarros Client: Stephen Tisdalle, John Brockelman

Print: Single

GOLD

Hiscox gyro New York Barcode: International Women’s Day Creative: Kash Sree, Susan Alvarez, Alejandro Ussa Client: Russ Findlay, Maureen Kelly

SILVER

Bank of America Enterprise Creative Solutions, Bank of America Women Impacting Dealerships Creative: Teresa Mraz, Elise Daher, Debra Von Alst, Kevin Anderson, Tiffany Nash, Charissa Messer Client: Kelly Rose

BRONZE

Bank of America Enterprise Creative Solutions, Bank of America National Association of Women Business Owners Conference Program Ad Creative: Jason Pennington, Kris Stone, Steve Strohm, Deena Dimmer, Stacy Stigelman, Charissa Messer Client: Julie Stoklosa, Julie Lewis


Print: Campaign

GOLD


GOLD

E*TRADE Financial MullenLowe NY E*TRADE Advisor Services Creative: Sharon Parks Client: Dawn Burke, Natalie Labuda

SILVER

Travelers Insurance In-House We’re Travelers Creative: Molly Gilmore, Chris Lenox, Sean Muroski, Erica Thrall, Liz Tagatec Client: Fred Colon

BRONZE

State Street Global Advisors McCann New York See What You’re Missing Creative: Peter Powell, Gene Campanelli, Rob Rawley, Amber Greenwalt, Nathy Avarim, Donna McCracken Client: Stephen Tisdalle, John Brockelman

Print Collateral

GOLD

Invesco Adler Branding & Marketing ReDefined Contribution Plans 2018 Creative: Cate Sanders, Holly Donovan, Mark Sobolak, Heather Caldwell Ross, Adrienne Metzinger, Saritte Rogers Client: Mark Browne, Cate Sanders

SILVER

Bank of America Enterprise Creative Solutions, Bank of America Global Trading Guide & Calendar Creative: Teresa Mraz, Ruth Cashman, Debra Von Alst, Kevin Anderson, Tiffany Nash, Charissa Messer Client: Jeremy Cohn, Amy Leith

BRONZE

Columbia Threadneedle Investments In-House “Take the Lead”/Global Insights 2020 Brochure Creative: Nikki Defeo, Michael Dick, Carol Holtz, Janet Wagner, Barry Abrams, Lisa Whitman

Public Relations

SILVER

FIS Cognito The world’s biggest FinTech acquisition Creative: Vivienne Hsu, Benjamin Thiele-Long, Jon Schubin, Sam Barbe, Becca Cooper Client: Kim Snider, Jim Kerr

Rich Media/Display

GOLD


SILVER

State Street Global Advisors McCann New York See What You’re Missing Creative: Peter Powell, Gene Campanelli, Rob Rawley, Amber Greenwalt, Nathy Avarim, Donna McCracken Client: Stephen Tisdalle, John Brockelman

BRONZE

Hiscox gyro New York Barcode Creative: Kash Sree, Susan Alvarez, Alejandro Ussa Client: Russ Findlay, Maureen Kelly

BRONZE

State Street Global Advisors McCann New York Get Into Gold Creative: Peter Powell, Gene Campanelli, Antony Rush, Noah Benezra, Rob Rawley, Amber Greenwalt Client: Stephen Tisdalle, John Brockelman



GOLD

Barclays In-House, Hogarth, Teamspirit Ltd. Power of 2 Creative: Sarah Jackson, Flannery McKenna, Tim Glister, William Ng, Corin Long Client: Kimberlee Mertz, Kari Herrig

SILVER

State Street Global Advisors McCann New York See What You’re Missing Creative: Peter Powell, Gene Campanelli, Antony Rush, Amber Greenwalt, Cali McGovern, Brett Berman Client: Stephen Tisdalle, John Brockelman

BRONZE

BMO Capital Markets BMO Design Equity Through Education: 15 years of trades that grow the good Creative: Rick Kuwayti, Katherine Scott, Kim Hanson, Grace Mistry, Sabrina Akmal, Dennis Mathew

Social Media: Paid

GOLD

Barclays Huge, Teamspirit Ltd. Client Stories Creative: Adam Morris, Tiago Frietas, William Ng, Tim Glister, John Spinnenweber Client: Kimberlee Mertz, Jared Barchus

SILVER

Synchrony Giant Spoon The Future is Here Creative: Elspeth Dixon, Nicole Johnson, Erica Manney, Ian Grody, Shannon Fiedler, Alice Xiang Client: Elspeth Dixon

BRONZE

BMO Financial Group BMO Design Sustainability Leaders: Ideas that make a difference Creative: Rick Kuwayti, Grace Mistry, Kim Hanson, Pav Jordan, Bev Forster, Gina Christie

Television: Single

GOLD

Sector SPDR ETFs DNA Creative/SBA Write Your Next Chapter in Investing – Corporate Creative: Carmen Soubriet, Philip Byrne, Kierston Kamps Client: Dan Dolan

SILVER

Hiscox gyro New York Barcode Creative: Kash Sree, Susan Alvarez, Alejandro Ussa Client: Russ Findlay, Maureen Kelly

SILVER

Institute of Management Accountants The Gate I New York “Chair Slide” Creative: David Bernstein, Charlie Williamson, Bob Shriber, Brendan Gibbons, Geoff Clough, Chuck Willis Client: Ellen Gurevich, Jim Gurowka

BRONZE

Sector SPDR ETFs DNA Creative/SBA Write Your Next Chapter in Investing – Growth Creative: Carmen Soubriet, Philip Byrne, Kierston Kamps Client: Dan Dolan


GOLD

Sector SPDR ETFs DNA Creative/SBA Write Your Next Chapter in Investing Creative: Carmen Soubriet, Philip Byrne, Kierston Kamps Client: Dan Dolan

SILVER

Institute of Management Accountants The Gate I New York “Chair Slide,” “Low Ceiling,” “Head Banger” Creative: David Bernstein, Charlie Williamson, Bob Shriber, Brendan Gibbons, Geoff Clough, Chuck Willis Client: Ellen Gurevich, Jim Gurouwka

BRONZE

Synchrony Giant Spoon Synchrony’s A Place for Possible Creative: Bart Shaller, Elspeth Dixon, Molly Luppi Client: Molly Luppi


Visual Identity

SILVER

Barclays Huge Barclays Investment Bank Digital Redesign Creative: Adam Morris, Tadeu Magalhaes, John Spinnenweber Client: Kimberlee Mertz, Matt Slivinski

BRONZE

Barclays Huge BARX Creative: Adam Morris, Michael Camarra, Adam Samara Client: Kimberlee Mertz, Matt Slivinski

Web Video

GOLD

Columbia Threadneedle Investments In-House and Alpha Grid A Financial Advisor’s Guide to Investor Behavior Creative: Jenny Harden, Nikki Defeo, Kathryn Wright, Kristine Giarrusso, Janet Reusch, Joanna Harrison

SILVER

Bank of America In-House Trader Insights Creative: Ruth Cashman, Barbara Coleman, James Weber Client: Jeremy Cohn, Amy Leith

SILVER

State Street Global Advisors McCann New York The Middle Bias Creative: Peter Powell, Gene Campanelli, Rob Rawley, Amber Greenwalt, Juliana Cresci, Tamara Lecker Client: Stephen Tisdalle, John Brockelman

Travelers Insurance In-House Powering the Future Creative: Molly Gilmore, Chris Lenox, Bryan Milkie, Max Moraga, Liz Tagatec, John Maloney Client: Cori MacCallum

BRONZE

Barclays Huge Cineworld Creative: Adam Morris, Michael Camarra, Adam Samara Client: Kimberlee Mertz, Olivia Christiansen

Websites

GOLD

PGIM Investments In-House Prudential Day One® Target Date Funds Creative: Alexandra Lee, Heather Garland, Irene Frangos, Abdul Moore, Danielle Cunningham Client: Clint Barker, Ashley Dimayorca

SILVER

Morgan Stanley In-House Morgan Stanley Investment Management 2.0 Creative: Megan Goett, Roderick Amurao, Edward Liu, Samantha Ralph, Peter Chan Client: Morgan Stanley Investment Management Sales

BRONZE

American Express NewsCred Business Trends and Insights Creative: Meredith Naftalis, Debbie Zuccarello, Gloria Benfari, Katie Walker, Nicole Gonzalez Client: Gloria Benfari

BRONZE

Citizens Commercial Banking EMI Strategic Marketing Citizens Commercial Banking M&A website Creative: Mark Malloy, Mike Regan Client: Bill Harrison


Consumer retail

Apps & Tools

Audio

Branded Content

Digital Collateral

Direct Mail

Email

Event Marketing


Mobile

Out-of-Home: Single


Print: Single

Print: Campaign

Print Collateral

Public Relations

Rich Media/Display


Social Media: Paid

Television: Single


Web Video

Websites

Contents | Welcome | The judges | The winners | Consumer retail

Apps & Tools

GOLD


SILVER

Citibank Publicis One Team Citi Entertainment Voice Creative: Lea Platz, Nicholas Rezabek, Shaun Rogers, Jon Hackett, Suyun Wu, Jennifer McConville Client: Krista Phillips, Jon Sellman

BRONZE

John Hancock In-House My Learning Center Creative: Trisha Murchison, Erik Thompson, Zehra Mehrani, Carrie Reinhardt, Roxana Vasquez, Pebbles Correa Client: John Hancock

Audio

GOLD

MassMutual Johannes Leonardo MassMutual Rewrites Timeless Fairy Tales for Life Insurance Awareness Month

SILVER

Morgan Stanley In-House Morgan Stanley Access & Opportunity Podcast Creative: William Horn, LaToya Wilson, Tori Van Amson, Pineapple Street Studios Client: Carla Harris

BRONZE

Morgan Stanley In-House Morgan Stanley Thoughts on the Market Podcast Creative: Michael Wilson, Michael Zezas, Andrew Sheets, William Horn, Thomas Rhoads, At Will Media Client: Simon Bound, D’Arcy Carr

Branded Content

GOLD

Citibank Publicis One Team Well + Good The Power of Savings Sponsored by Citi Creative: Mike Cartwright, Amanda Dobbs, Meegan Scally, Alex Mailman, Tim Lawrence, Annie Fox Client: Dawn Zappetti, Karin Brownstein

SILVER

Schwab Advisor Services The Wall Street Journal | Barron’s Group Custom Content Spotting Your Blind Spots Creative: Way-Fan Chang, Shana Cutler, Darrell Kirton, Nam Le

BRONZE

TD Ameritrade Havas New York Talking Green Podcasts Creative: Harry Bee, Israel Garber, Peter Gosselin, Jay Hunt, Alexis Carr, Keegan Sanford Client: Kerin Morrison, Justin Garcia

Digital Collateral

GOLD

Bank of America GroupeConnect Bank of America, Consumer, Sales Enablement, Customer Engagement Tool Creative: Nicole Tatlow, Sadie Soliozy, Luis Chaves, Carolyn Zhao, Shayna Sweeney, John Robbins Client: Jane Mosher, Matthew Griswold

SILVER

Merrill Lynch Wealth Management Foundry 360 at Meredith Be Cyber-Secure: Hone Your Password-Writing Skills with This Quiz Creative: Josh Lerman, Syndi Becker, Jennifer Tuozollo, Matt Hageman Client: Gail Harlow, Bob Mirales

BRONZE

Merrill Lynch Wealth Management Foundry 360 at Meredith Are You Ready for the 2020s? Creative: Josh Lerman, Syndi Becker, Jennifer Tuozollo, Matt Hageman Client: Pamela Faatz, Bob Mirales


Direct Mail

GOLD

UBS In-House UBS Mortgage Creative: Cheryl Brama Berman, Lisa Klausing, Maria Chang Nichols, Alicia Lennard Client: Gina DELetto

SILVER

Janus Henderson Investors In-House New Investor Onboarding Creative: Roberto Garcia, Alyx Chapman Client: Roberto Garcia

BRONZE

Manulife In-House Solutions Magazine 2019 Creative: Carolyn Zaum, Natalie McKeown, Sherri Dmyterko

Email

GOLD

Ally Financial R/GA Ally+MONOPOLY® Client: Kyla Kappers, Meredith Dack

SILVER

Bank of America Harte Hanks Financial Center Seasonal Email Creative: Richard Feifer, Chris Maness, Christopher Moore, Nicole Pawluk, Michele Wojtowicz, Jessica McKenna Client: Jennifer Sparks

BRONZE

E*TRADE Financial In-House Core Portfolios Personalized Dashboard Creative: Eric M Harris, Mike Popa, Julia Miller, Bryan Fitter, Jonathan Tan, Kevin Scollan Client: Dawn Burke

Event Marketing

SILVER

Morgan Stanley Purpose Generation Morgan Stanley Wealth Management – Passport to Financial Wellness Creative: Stephanie Glashow, Lauren Gimlett, Stacey Juliano, Alison Wolfe Client: Kathy Son, Victoria Stratton


GOLD

TD Ameritrade Havas New York TD Ameritrade: Where Smart Investors Get Smarter Creative: Harry Bee, Israel Garber, Peter Gosselin, Jay Hunt, Kevin Kearse Client: Kerin Morrison, Justin Garcia

SILVER


BRONZE

Morgan Stanley In-House Morgan Stanley Wealth Management – Total Wealth View Campaign Creative: Bill Anstad, Buddy King, Blair Prentice, Omar Tull, Jean Hahn, Molly Hawkins Client: Patty Raptis, Joel Chudnofsky


Mobile

GOLD

Bank of America Enterprise Creative Solutions, Bank of America Merrill Edge Outlook 4 tile takeover Creative: Kelvin Valencia, Kathleen Johnson, Ken Tattersall, Karen Sterkenburg, Stacy Stigelman, Charissa Messer Client: Fabien Thierry, Rory Boulden

SILVER

Bank of America Enterprise Creative Solutions, Bank of America Home Equity Line of Credit Mobile Creative Suite Creative: Kelvin Valencia, Priscilla Person, Ken Tattersall, Doug Reppa, Stacy Stigelman, Charissa Messer Client: Helen Koura, Lesley Wenstrom

Out-of-Home: Single

GOLD

Travelers Insurance In-House Tower of Champions Creative: Molly Gilmore, Chris Lenox, Jen Gadomski, Carol Tudisco, Liz Tagatec, Philippe Bergeron Client: Jennifer Wislocki


GOLD


SILVER

MassMutual Johannes Leonardo Small Acts

BRONZE

Travelers Insurance In-House The Close Creative: Molly Gilmore, Chris Lenox, Carol Tudisco, Jen Gadomski, Liz Tagatac, Phillipe Bergeron Client: Jennifer Wislocki

Print: Single

GOLD

E*TRADE Financial MullenLowe NY $0 Commissions – Free Trades Creative: Rich Singer, Zack Menna, Carrie Zettler, Taylor Whitlock Client: Dawn Burke, Natalie Labuda

SILVER

E*TRADE Financial MullenLowe NY 401(k) Core Portfolios Creative: Jessica Gelbwaks, Cecily Meyers Client: Dawn Burke, Natalie Labuda

BRONZE

Merrill Private Wealth Management Enterprise Creative Solutions, Bank of America Merrill Sugarbush Ad Creative: Mike Pilotte, Kara Schemmel, Elise Daher, Mary Becker, Kara Foley, Charissa Messer Client: Kaitlyn Cassidy


Print: Campaign

GOLD

Bank of the San Juans The MAD House Local Love Creative: Steve Chandler, Larry McIntosh Client: Art Chase

SILVER

E*TRADE Financial MullenLowe NY Limited Time Offer Creative: Rich Singer, Zach Menna, Carrie Zettler, Taylor Whitlock Client: Dawn Burke, Natalie Labuda

Print Collateral

GOLD

Morgan Stanley Purpose Generation Morgan Stanley Wealth Management – Stock Plan Print Creative: Lauren Gimlett, Stacey Juliano, Alison Wolfe Client: Kathy Son

SILVER

Bank of America TPN Merrill Guided Investing Brochure Creative: Jacob Simpson, Savannah Harper, Kim Hansen, Kelsey Smith, Scott Fitzherbert Client: Susan Kaslander, Denise Schwartz

SILVER

AIG Life & Retirement In-House Index Annuity Client Collateral Creative: L&R Marketing

Public Relations

SILVER

Ally Financial Prosek and Tier One Ally+MONOPOLY® Creative: Prosek, Tier One Client: Meredith Dack

BRONZE

Ameriprise Financial MSL Group Modern Money consumer research study Creative: John Brine, Kathleen McClung, Cassandra Osei, Stephanie Siegle, Patricia Hallock, Emma Patrone

Rich Media/Display

GOLD

Citi Havas Citi/AAdvantage // Built for Adventure Creative: Lewis McVey, Michelle Underwood, Cara Gigante, Zach Murman-Freer, Kevin Bush Client: Ann Won, Jennifer Loyless

SILVER

TD Ameritrade Havas New York TD Ameritrade Watson Chatbot Creative: Harry Bee, Peter Gosselin, Jay Hunt, Matt Decoste, Jess Davis, Eddie Camacho Client: Kerin Morrison, Justin Garcia

BRONZE

iShares by BlackRock In-House iShares Custom Investing Strategy Center Unit – Seeking Alpha Creative: John Channell, Valery Kotlarov Client: Hillary Brown, Jacob Steinfield, Kaitlyn Rich, Heather Taylor, Grace Christus, Lauren Duzyk



GOLD

Ally Financial Anomaly Ally + MONOPOLY®

SILVER

E*TRADE Financial MullenLowe NY E*TRADE Organic Social Creative: Matt Clark, Yelan Tong, Nick Arzhantsev, Annie Shepard Client: Dawn Burke, Natalie Labuda

BRONZE

PGIM Investments In-House Next Economy: Social Teaser Videos Creative: Seema Patel, Irene Frangos, Eugene Peterson Client: Heather Garland, Debra Probst

Social Media: Paid

GOLD

Ally Financial Anomaly Ally + MONOPOLY®

SILVER

E*TRADE Financial MullenLowe NY E*TRADE Investor Paid Social Creative: Matt Clark, Yelan Tong, Patrick Regan, Jessica Bass Client: Dawn Burke, Natalie Labuda

BRONZE

MassMutual Johannes Leonardo MassMutual Rewrites Timeless Fairy Tales for Life Insurance Awareness Month

Television: Single

GOLD

E*TRADE Financial MullenLowe NY E*TRADE Brand + Investing TV Creative: Patrick Regan, Jessica Bass Client: Dawn Burke, Natalie Labuda

SILVER

TD Ameritrade Havas New York TD Ameritrade: Get Smarter Creative: Harry Bee, Israel Garber, Peter Gosselin, Jay Hunt, Kevin Kearse Client: Kerin Morrison, Justin Garcia


GOLD

MassMutual Johannes Leonardo This is The Moment You Planned For

SILVER

Ally Financial Anomaly “Ratings” Campaign Client: Meredith C Dack

BRONZE

Citi Havas Citi/AAdvantage // Built for Adventure Creative: Lewis McVey, Michelle Underwood, Cara Gigante, Zach Murman-Freer, Kevin Bush Client: Ann Won, Jennifer Loyless


Web Video

GOLD

Bank of America Red Thread Productions The Power to Choose Your Path – Duane Topping Creative: Phil Allocco, Connie Grazia, Nadine Licostie, Peter Mariuzza, Krista Liney, Michael Ungar Client: David Zapcic, Brian Rohrman

SILVER

Citibank Publicis One Team Life and Money by Citi: Citi Bike Ride Along Series Creative: Rachel Kalagher, Laura House, Abigail Singer, Kristopher Pito, Tamara Lund, Betsy Finston Client: Jennifer Eldin, Roger Kamholz

BRONZE

Bank of America GroupeConnect Bank of America: Power To – Dentist Creative: Sue DeSilva, Danny Cordella, Krissy Andrews, Amber Harris, Sarah Rhodes, Zach Michonski Client: Mike Herndon, Fabien Thierry

Websites

GOLD

iShares by BlackRock The Wall Street Journal / Barron’s Group Custom Content Fund Your Vision Creative: Mack Gelber, Darrell Kirton, Will Misselbrook, Edgardo Sanchez

SILVER

Morgan Stanley In-House, MALKA Morgan Stanley Wealth Management – Gifting Better for the Holidays Campaign Creative: Colin Gustafson, Allaire Guralnik, Amey Stone, Mike Mahon, Eric Williams, Jesse Savin Client: George Kimmerling, Sabrina Lui

BRONZE

Merrill Lynch Wealth Management Foundry 360 at Meredith #WomenInvested Website Creative: Josh Lerman, Syndi Becker, Jennifer Tuozollo, Matt Hageman Client: Pamela Faatz, Gail Harlow


26th AnnualPortfolio Awards September 2, 2020

GOLDCorporate Image

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Bank of ExcellenceSuperior Agency

“Award-Winning Campaign”


SILVERCorporate Image

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BEST IN SHOWCorporate Image

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Corporate Image

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TO ORDER LUCITE TROPHIES FOR YOUR WINNING AWARDS:

Download the order from on our website: thefcs.org/fcs-awards/fcs-portfolio-awards

Send your completed form to: [email protected]

The firm deadline for all orders is: WEDNESDAY, SEPTEMBER 30.

Order your trophy

Contents | Welcome | The judges | The winners | Order your trophy


JUDGES’ CHOICECorporate Image

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Did you win an award?

PROVE IT… with your very own trophy!


BRONZECorporate Image

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https://thefcs.org/fcs-awards/fcs-portfolio-awards/

mailto:Vanessa%40thefcs.org?subject=Trophy%20Order

We blend our deep sector knowledge, uncompromised thinking and award-winning creativity to help our clients in the financial, professional services and technology sectors create difference through engaging branding, disruptive digital experiences and powerful integrated campaigns.

To find out how we can bring your brand to life, please contact Kate Shaw ([email protected]). www.living-group.com

Contents | Welcome | The judges | The winners | Order your trophy | Agency of Record

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Celebrating creative excellence in financial marketing

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VISIONARIESDouglas Salmon, Jane Ricker, Judy Gough Client: Brooke Henninger, BRONZE Goldman Sachs...

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