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

Coors Light #RefreshforSummer Campaign
  • Creative Campaigns
  • In-Person Brand Activations
  • Content Creation & Distribution
  • Social Media
Coors Light NBA PlayOffs Campaign
  • Creative Campaigns
  • In-Person Brand Activations
  • Content Creation & Distribution
  • Social Media
Republic betheONE
  • In-Person Brand Activations
  • Inbound & Digital Strategy

explore our services

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Authentic, interesting content that stands out is not just about what you say. It’s also about who you say it to, and when. At Synapse we help clients develop content strategies based on consumer insights and global best practices that is tailored to target personas at every stage of the lifecycle Read more
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People are the cornerstone of every successful organization, and modern marketing leaders know that it’s essential to adapt talent to today’s evolved sales and marketing environment. Synapse provides tailored marketing training on a range of topics including digital engagement & content management, inbound marketing, social media, crisis communications and SEO. Read more
Customer acquisition is one of the most important drivers of business growth. We were the first regional agency to become HubSpot certified, and we now work with regional and international clients to deliver inbound marketing using HubSpot and other common automation platforms including Marketo and Pardot. Read more
Your media plan should always reflect the objectives you have for your audiences, wherever they may be. We emphasize delivering the right message, at the right time, using the right medium to address your specific business challenges. Read more
Social Media is a strategic channel that is most effective when connected to a broader strategy that includes customer acquisition and engagement goals. We act as an extension of your team to help you plan, manage and execute social media effectively across channels Read more