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THE FINANCIAL MARKETERS' ALLIANCE
The Financial Marketers’ Alliance (FMA) was organized
by The Wreaks Media Group. The group meets to discuss issues of
importance to senior marketing decision makers at major financial institutions.
Senior marketers are welcomed from both the consumer and the institutional
sides of the business.
The FMA’s mission is to promote dialog and idea
sharing of best strategies and practices in financial marketing and is
committed to raising the standards of excellence and professionalism within
the field.
Participation in the Financial Marketers’ Alliance
is limited exclusively to Chief Marketing Officers and senior-level marketing
and communications leaders at the world’s leading financial institutions.
The FMA does not include consultants, agencies or media professionals.
New FMA events are now being organized throughout 2005.
To be notified of upcoming events, senior financial marketers are invited
to email us at: fma@financialadvertising.com
for time and places.
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Recent Group Findings:
In February of 2005, the group met to discuss, among
other issues, what CEO’s at major financial institutions desired
from their marketing teams. Members of our FMA panel included representatives
from The American Stock Exchange, AXA, Bank of America, Bank of New York,
Citigroup, The Dreyfus Corporation, GAM, Harris Nesbitt, Nomura Securities,
TD Waterhouse and Wall Street Access. Here’s a snapshot of the groups
findings:
Question 1: What Do CEO’s of Leading Financial
Institutions Desire From Their Marketing Teams?*
• Balance Regulatory Risks with Pro-Active Outreach
• Being the “Voice of the Client” in Business Discussions
• Branding
• Control The Firm's Message
• Determine Which Marketing Activities Be Outsourced
• Measure impact of marketing
• Provide Competitive Analysis
• ROI
• Sales Support
• Support Strategy (research, etc.)
• Leveraging Employees as Marketing/Brand “Adjuncts”
• Unify the Culture
*Listed in alphabetical order
Source: The Wreaks Media Group, © 2005
Question 2: Percentage of Focus Group of Senior
Financial Marketers are Actively Working on These Initiatives
• 91% Branding
• 72% ROI
• 55% Measure impact of marketing
• 72% Sales Support
• 64% Balance Regulatory Risks with Pro-Active Outreach
• 55% Support Strategy (research, etc.)
• 45% Leveraging Employees as Marketing/Brand “Adjuncts”
• 27% Control The Firm's Message
• 27% Unify the Culture
• 27% Provide Competitive Analysis
• 18% Being the “Voice of the Client” in Business Discussions
• 18% Determine Which Marketing Activities Be Outsourced
Source: The Wreaks Media Group, © 2005
Senior Financial Marketers: Mark Your Calendars!
Scheduled FMA panel events (breakfast round table) are
currently scheduled for:
• Tuesday, May 24th 2005
• Tuesday, September 13th 2005
• Tuesday, December 6th 2005
• Wednesday, February 15th 2006
(Dates are subject to change)
Senior financial marketers: to reserve your “place
at the table” kindly email us at: fma@financialadvertising.com
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L to R: Noreen Ross (The Dreyfus Corporation), Ralph Piscitelli
(Nomura Securities), Janet Hawkins (TD Waterhouse), Eric Alexander
(Wall Street Access)
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L to R: Eric Alexander (Wall Street Access), Bill Wreaks (Wreaks
Media Corp.), Gary Stromberg, Moderator (Stromberg Forbes), Lenore
Kantor (Bank of New York Brokerage)
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L to R: Ralph Piscitelli (Nomura Securities) and Lauren Fischer (American Stock Exchange)
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L to R: Kevin Windorf (Harris Nesbitt/Bank of Montreal), Louis (Duke)
Fanelli (AXA), David Rowe (GAM), Steve Brounstein (Bank of America),
Jo-ann Daddio (Citigroup)
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