Financial Marketing Agency

Financial services is changing.

Keep pace with an embedded team of digital experts.

Why Terra? Why now?

AI is transforming finance

We help clients leverage AI to drive faster production cycles and higher-quality outcomes. By sharing tools and strategies proven to work on our other projects, we help you stay ahead of the curve.

Consumer preferences are evolving

We specialize in crafting personalized messaging and campaigns that resonate with your savviest customers. And we keep on top of the latest trends in finance to ensure your brand stays relevant in a fast-changing market.

Regulatory complexities demand expertise

With over 10 years of experience working with compliance teams at AXA, Stifel, and Nasdaq, we know how to deliver work that balances creativity while meeting strict regulatory requirements.

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Supporting Financial Services Clients

Content Creation

Specialized content tailored for financial services companies. We publish original, compliant stories that boost market awareness and drive SEO growth.

Web Design & Development

Transform your online brand with a website that is not only visually stunning, but also secure, accessible, compliant, and user-centric.

Sales Enablement

Original, compelling collateral that empowers sales teams and most importantly, converts more customers.

Campaign Strategy & Execution

Launch omnichannel campaigns that drive engagement, enhance brand visibility, and deliver bottom-of-funnel results.

Leadership

Meet the team with five decades of financial services experience.

Cooper Pickett

Managing Partner

Remy Bernstein

Managing Partner

John Pierce

Financial Services Practice Group Director

Our Financial Practice Group Lead

With over 25 years of industry experience, John Pierce is a proven leader who has cultivated scalable financial solutions, built an extensive professional network, and inspired transformative leadership and talent development.

At Cetera, John led financial professional recruiting, driving growth in profitable asset classes while managing a high-performing team for three years. He also spent four years recruiting top-tier professionals at Stifel, securing $53 billion in assets and 14 years at Merrill Lynch overseeing fee-based sales and financial planning in major markets.

Talk to John