2023 Shortlist
Our esteemed judging panel met on September 4th and after a full day of debate and deliberation we are delighted to announce the shortlist for 2023. It was another fantastic year with many brilliant entries, making the judging a difficult task for our panel.
If you've been shortlisted, we'll be in contact in the coming days regarding attendance at the dinner and awards on the 23 November 2023 at the magnificent De Vere Grand Connaught Rooms (Covent Garden, London WC2).
Most Effective Brand Strategy Large Company (Over 250 employees)
Investec Wealth & Investment - Investec Charity Investment The Co-operative Bank - Withdraw from this
Most Effective Brand Strategy Small Company (Up to 250 employees) - Sponsored by AML Group
Alliance Trust with Teamspirit
more2life & Moreish Marketing - Service Reloaded NOW: Pensions, Fair Pensions For All
Polar Capital - Brand Strategy
Most Effective Content Marketing Strategy Large Company (Over 250 employees) - Sponsored by AML Group
Cardano - Diversity Equality and Inclusion Report 2022
Fidelity International - Because boring just doesn’t get people out of bed
Goldman Sachs Asset Management - Insurance Survey 2023
Lloyds Banking Group - Customer Engagement Programme
OSB Group -Landlord Leaders
T. Rowe Price - Analyst's Notebook - Your Partner for Insights
Most Effective Content Marketing Strategy Small Company (Up to 250 employees)
Air and Moreish Marketing - In difficult times, true friends are revealed – supporting later-life lending advisers
NOW: Pensions - Gender Pensions Gap
Most Effective Customer Experience
Fidelity International - Making customer experience more of an experience
Janus Henderson Investors in partnership with Fiducial Communications -Transforming customer experience with ai-powered multilingual fund managers
PIMCO - PIMCO Unverified Contacts
Most Effective Global Campaign
BlackRock - BlackRock. Here for the how.
Fundamental Media, Dog Digital and Baillie Gifford - Baillie Gifford Actual Investors
Goldman Sachs Asset Management - Insurance Survey 2023
Impax Asset Management - Sustainable Infrastructure
UBS - UBS & Insider Stud ios content partnership: Creating the future
Most Effective Integrated Campaign (B2B) - Sponsored by Fiducial Communications
BlackRock - BlackRock. Here for the How
Capital Group - Capital Group: How to promote Fixed Income without boring your audience.
Fundamental Media and PIMCO - PIMCO Income Campaign
Goldman Sachs Asset Management - Insurance Survey 2023
Lloyds Banking Group - Mental Health UK Partnership
LV= and Moreish Marketing - Menu protection from the heart
more2life & Moreish Marketing - Service Reloaded
This is Hello Ltd and Phoenix Group - Let’s Get Ready
Most Effective Integrated Campaign (B2C) - Sponsored by Fiducial Communications
FIL Investment Management Limited - Fidelity International
Investec - The Spectator, in partnership with Investec
The Association of British Insurers (ABI) and The Pensions and Lifetime Savings Association (PLSA) (with Teamspirit) - Pay Your Pension Some Attention
The Co-operative Bank, Withdraw from this
Wesleyan - Invested - Wesleyan's 2023 Direct ISA Campaign
Most Effective Personalisation
Deloitte - 368 in-house agency - The Deloitte Consumer Tracker
FIL Investment Management Limited - Fidelity International
Lloyds Banking Group -NBA Programme
LV= and Moreish Marketing - Protection Matchmaker - making protection more personal
Most Effective Public Relations
Aspectus Group - Aspectus Group MunichRe
NOW: Pensions - Gender Pensions Gap
Most Effective Sustainable Product Campaign - Sponsored by Teamspirit
BlakRock - Global Impact Fund: Invest with Impact
Impax Asset Management - Impax Listed Infrastructure Fund
UBS Asset Management - Investing in Progress Together, UBS AM Sustainable Index Investing fully integrated marketing campaign UBS & Insider Studios content partnership - Creating the Future
Most Effective Use of a Small Budget (< £100k expenditure)
AML Group, Bibby - How £36k built a marketing campaign to help steady the shattered UK SME sector
AML Group, StepChange - How £67k built a campaign that put Debt Awareness Week on the map
BlackRock, Rethinking the role of bonds
Female Folio by Brooks Macdonald, The She-Wolf Investor podcast series
Goldman Sachs Asset Management - Insurance Survey 2023
LV= and Moreish Marketing - Menu protection from the heart
NOW: Pensions - FairPensionsForAll
Siemens Financial Services Limited - Boosting broker opportunities in challenging economic times
Wesleyan - From eGuides to Income
Most Effective Use of Behavioural Science
*There was only one entry which stood out to the judges, the winner will be announced on the awards night*
Most Effective Use of Social Media
BNP Paribas Asset Management - Viewpoint Newsletter Subscription Campaign
BNY Mellon Investment Management - Most Effective Use of Social Media – Pathway to Inclusive Investment
HSBC Global Research (with Digital Parakeet & Present Works) - 9 Key Investment Themes
Protect Your Bubble - 'Meet the Bubbleheads!’ TikTok Launch
St. James's Place Financial Adviser Academy
Wesleyan - From eGuides to Income
Agency of the Year
Fundamental Media
Moreish Marketing
Opinium
Receptional
Teamspirit
White Marble Consulting
Marketer of the Year
Alex Hall, St. James's Place
Emma Blaker, Joslin Rhodes Pension & Retirement Planning
Louise Pursglove, Unity Trust Bank
Rachael Smith, Dimensional Fund Advisors
Vik Heerah, Polar Capital
Young Marketer of the Year
Ande Gilmartin, Opinium
Beatrice Panariello, Aviva, Investors
Ellen Bradford, redk
Georgia Boddy, Cascade Cash Management
Harriet Pepper, Impax Asset Management
Jasmin Lal, Lloyds Banking Group
Madalina Limbert, NS&I
Sarah Collumb, Wesleyan
Scott Oldstein, AIG Life
Shona Smith, AIG Life
Most Effective Brand Strategy Small Company (Up to 250 employees) - Sponsored by AML Group
Alliance Trust with Teamspirit
more2life & Moreish Marketing - Service Reloaded
Polar Capital - Brand Strategy
Most Effective Content Marketing Strategy Large Company (Over 250 employees) - Sponsored by AML Group
Cardano - Diversity Equality and Inclusion Report 2022
Fidelity International - Because boring just doesn’t get people out of bed
Goldman Sachs Asset Management - Insurance Survey 2023
Lloyds Banking Group - Customer Engagement Programme
OSB Group -Landlord Leaders
T. Rowe Price - Analyst's Notebook - Your Partner for Insights
Most Effective Content Marketing Strategy Small Company (Up to 250 employees)
Air and Moreish Marketing - In difficult times, true friends are revealed – supporting later-life lending advisers
NOW: Pensions - Gender Pensions Gap
Most Effective Customer Experience
Fidelity International - Making customer experience more of an experience
Janus Henderson Investors in partnership with Fiducial Communications -Transforming customer experience with ai-powered multilingual fund managers
PIMCO - PIMCO Unverified Contacts
Most Effective Global Campaign
BlackRock - BlackRock. Here for the how.
Fundamental Media, Dog Digital and Baillie Gifford - Baillie Gifford Actual Investors
Goldman Sachs Asset Management - Insurance Survey 2023
Impax Asset Management - Sustainable Infrastructure
UBS - UBS & Insider Stud ios content partnership: Creating the future
Most Effective Integrated Campaign (B2B) - Sponsored by Fiducial Communications
BlackRock - BlackRock. Here for the How
Capital Group - Capital Group: How to promote Fixed Income without boring your audience.
Fundamental Media and PIMCO - PIMCO Income Campaign
Goldman Sachs Asset Management - Insurance Survey 2023
Lloyds Banking Group - Mental Health UK Partnership
LV= and Moreish Marketing - Menu protection from the heart
more2life & Moreish Marketing - Service Reloaded
This is Hello Ltd and Phoenix Group - Let’s Get Ready
Most Effective Integrated Campaign (B2C) - Sponsored by Fiducial Communications
FIL Investment Management Limited - Fidelity International
Investec - The Spectator, in partnership with Investec
The Association of British Insurers (ABI) and The Pensions and Lifetime Savings Association (PLSA) (with Teamspirit) - Pay Your Pension Some Attention
The Co-operative Bank, Withdraw from this
Wesleyan - Invested - Wesleyan's 2023 Direct ISA Campaign
Most Effective Personalisation
Deloitte - 368 in-house agency - The Deloitte Consumer Tracker
FIL Investment Management Limited - Fidelity International
Lloyds Banking Group -NBA Programme
LV= and Moreish Marketing - Protection Matchmaker - making protection more personal
Most Effective Public Relations
Aspectus Group - Aspectus Group MunichRe
NOW: Pensions - Gender Pensions Gap
Most Effective Sustainable Product Campaign - Sponsored by Teamspirit
BlakRock - Global Impact Fund: Invest with Impact
Impax Asset Management - Impax Listed Infrastructure Fund
UBS Asset Management - Investing in Progress Together, UBS AM Sustainable Index Investing fully integrated marketing campaign UBS & Insider Studios content partnership - Creating the Future
Most Effective Use of a Small Budget (< £100k expenditure)
AML Group, Bibby - How £36k built a marketing campaign to help steady the shattered UK SME sector
AML Group, StepChange - How £67k built a campaign that put Debt Awareness Week on the map
BlackRock, Rethinking the role of bonds
Female Folio by Brooks Macdonald, The She-Wolf Investor podcast series
Goldman Sachs Asset Management - Insurance Survey 2023
LV= and Moreish Marketing - Menu protection from the heart
NOW: Pensions - FairPensionsForAll
Siemens Financial Services Limited - Boosting broker opportunities in challenging economic times
Wesleyan - From eGuides to Income
Most Effective Use of Behavioural Science
*There was only one entry which stood out to the judges, the winner will be announced on the awards night*
Most Effective Use of Social Media
BNP Paribas Asset Management - Viewpoint Newsletter Subscription Campaign
BNY Mellon Investment Management - Most Effective Use of Social Media – Pathway to Inclusive Investment
HSBC Global Research (with Digital Parakeet & Present Works) - 9 Key Investment Themes
Protect Your Bubble - 'Meet the Bubbleheads!’ TikTok Launch
St. James's Place Financial Adviser Academy
Wesleyan - From eGuides to Income
Agency of the Year
Fundamental Media
Moreish Marketing
Opinium
Receptional
Teamspirit
White Marble Consulting
Marketer of the Year
Alex Hall, St. James's PlaceEmma Blaker, Joslin Rhodes Pension & Retirement Planning
Louise Pursglove, Unity Trust Bank
Rachael Smith, Dimensional Fund Advisors
Vik Heerah, Polar Capital
Young Marketer of the Year
Ande Gilmartin, Opinium
Beatrice Panariello, Aviva, Investors
Ellen Bradford, redk
Georgia Boddy, Cascade Cash Management
Harriet Pepper, Impax Asset Management
Jasmin Lal, Lloyds Banking Group
Madalina Limbert, NS&I
Sarah Collumb, Wesleyan
Scott Oldstein, AIG Life
Shona Smith, AIG Life
For table sales enquiries:
Orhan Toprakci
Head of Delegate & Event Marketing Solutions Sales
(0)20 7484 9973
For sponsorship enquiries: