Financial Services


The Financial Services industry in the Caribbean and beyond is one of the industries that we love to work on because of the many ways it is impacted by modern marketing techniques and technologies.

There may not be another industry that can so directly be a support for customers throughout their entire lifetimes and across so many key milestones, from marriage to the birth of children, to pursuing financial goals and beyond.

Our work in this sector has spanned retail and commercial banking, insurance, and investing across multiple Caribbean territories, leading us to build deep understanding of the key buyer personas and their motivations.

We harness that knowledge, along with our appreciation for the importance of helping financial services partners nurture both new and existing customer relationships to maximize customer lifetime value.

how we add value

Our financial services capability starts with the fact that our founder and CEO Brevard Nelson spent 10 years in progressive roles in this industry, ultimately leaving the pan-regional integrated financial services company Guardian Holdings Limited as the corporate communications director.

In addition to that direct industry experience on the client-side, our agency has gone on to develop deep expertise working with a variety of financial services clients including:

  • Retail & Commercial Banking: Republic Bank Financial Holdings: First Citizens
  • Insurance: Guardian Holdings, Colfire Insurance, Guardian General Insurance
  • Investing: Unit Trust Corporation, Bourse Financial
  • Other FinServ: TT Securities & Exchange Commission, Mastercard

Our work in this industry has been as diverse as our client base, including digital strategy advisory and consulting, full-service digital agency work across inbound marketing, content creation, social media, campaigns and more.

Through our work we have also helped to transform the modern marketing education of our clients’ team members through training and our ongoing work.

Contact us today to learn how we can help your financial services organization meet its goals.

what clients say

“We are very grateful to the Caribbean Ideas team for helping us engage our millennial clientele through the eBook. Owing to the current economic times, the content was very timely and the results showed, with over 22,000 shares. We are looking forward to a continued partnership with Caribbean Ideas.”

Neil Phillips Sales and Advertising Officer –  Unit Trust Corporation

work examples

Republic betheONE
  • In-Person Brand Activations
  • Inbound & Digital Strategy
ANSA Financial – Shareholders Event
  • In-Person Brand Activations
  • Inbound & Digital Strategy
Unit Trust – Millenial Acquisition
  • Content Creation & Distribution
  • Inbound & Digital Strategy
  • Inbound Marketing
  • Media Planning and Buying

explore our services


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