The Winning Solution for Financial Services
The Winning Solution for Financial Services
Keep pace with the shifting client journey, from search and discovery to engagement and conversion – with a cross-channel solution.
Learn What Makes Yext Different
Learn What Makes Yext Different
The end-to-end digital platform for accurate data management, built-in compliance, and seamless customer engagement—backed by expert white-glove service and support.
Solution
Yext
Other Digital Presence Platforms
Listings
Yext
Access to 200+ publishers, directories, & apps, ensuring accurate and consistent business information across the digital ecosystem via Listings.
Other Digital Presence Platforms
Inconsistent and limited coverage — others lack real-time data sync across all directories, leading to outdated or incomplete business information.
Pages
Yext
High-performance, search-optimized landing pages with schema markup to improve discoverability via Pages.
Other Digital Presence Platforms
Basic or fragmented landing pages – many competitors provide generic templates without advanced SEO schema, reducing discoverability.
Reviews
Yext
Centralized review management with AI-driven insights and automated responses to enhance credibility and trust via Reviews.
Other Digital Presence Platforms
Only 1 in 4 offer review management across limited publishers.
Social
Yext
Social media management with AI-driven content recommendations and analytics for compliant social selling via Social.
Other Digital Presence Platforms
Only 2 of 4 offer local social media management.
Relate
Yext
Compliant text and voice messaging integrated with CRM to improve productivity and client interactions via Relate.
Other Digital Presence Platforms
Only 1 in 4 offer text and voice messaging.
Scout
Yext
AI-powered insights into your brand's search visibility, sentiment, and competitive benchmarks to drive smarter business decisions via Scout.
Other Digital Presence Platforms
Limited Insights — traditional SEO platforms focus solely on Google rankings and lack actionable AI insights.
Win and optimize across the client journey
Win and optimize across the client journey
Enhance local search & AI performance
Stand out in traditional Google, AI-driven, and SearchGPT results. Sync information about agents and advisors, bank branches, ATMs, and more to make sure you dominate search.
Turn searchers into clients
Our optimized profiles showcase your services when and where your clients are searching, dramatically reducing acquisition costs.
Build long-term client value
Drive cross-channel engagement while maintaining brand consistency and compliance. Optimize the client experience across your website, social channels, reviews, and more.
Frequently Asked Questions
Frequently Asked Questions
Yext helps banks, insurers, wealth and asset management firms (and agents and advisors) show up everywhere clients search online. Our platform includes the most extensive publisher network in the industry, making it easy to publish complete and accurate business information across all digital channels – from social media to AI-powered search.
Yes. Hearsay Systems joined Yext in August 2024, bringing best-in-class digital presence management together with compliant engagement solutions for social media, text, and voice.
Using Yext, you can respond to client reviews, comments, and messages across third-party review sites, social, and through compliant texting.
It's incredibly easy. Yext's customer success team will usher you through a fast, accurate, successful implementation, by uploading, organizing, and connecting your business data across hundreds of networks and apps.
The Yext platform uses enterprise-grade security — including encryption, access controls, and multi-factor authentication — to safeguard sensitive data. We adhere to FINRA, SEC, and GDPR regulations to help financial firms with their compliance obligations while engaging with clients on their preferred channels. Yext also provides robust data governance, and real-time threat monitoring to mitigate risks. With secure integrations across your tech stack, we enable financial services organizations to manage digital interactions confidently — without compromising security or compliance.
While results may vary, most financial brands see significant improvements in digital visibility and client engagement within the first few months of using Yext.
"Our sales partners have a host of details that constantly need updating. Through the Yext platform, we've customized and implemented over a million data points in the last two years, including updating opening hours, phone numbers, addresses, etc. Doing this manually would have been almost impossible."
"With Yext, we've increased conversions and gained valuable insight, while providing visitors with answers at their moment of intent. Search is about more than just navigation. Search is client intelligence."