Future-enable your financial services & insurance organization with next-gen tech solutions
Create great digital experiences for consumers with next-gen technology.
Learn how other financial services brands use Yext in their marketing strategies
Learn how other financial services brands use Yext in their marketing strategies
Select a Solution to Explore
Select a Solution to Explore
Guided Search
Deliver a guided AI search experience on your website to match people with the right product, service, or financial professional.
Reputation Management for Branches & Professionals
Reviews are the new referral – monitor, respond to, and generate reviews to win more business.
Branch Marketing
Connect your physical and digital storefront to capture consumers who search for banking products and services on the web.
Marketing for Financial Professionals
Help your agents, advisors, and MLO's rank higher in search, generating more high quality leads.
Product & Service Pages
Use intent marketing to drive people from third-party search engines to your website.
Financial Professional Portal
Provide your agents, advisors, and MLO's with a control center that supports digitally authenticated experiences.
Customer Self-Service Portal
Enable customers to self-serve by providing direct answers to product, support, and service-related questions with a one-click experience.
Wholesale Portal
Reinvigorate your strategies to improve sales and cross-sells among channel partners.
%
of people use online services when making a financial purchase decision*
%
of your web traffic comes from organic search**
%
of consumers with a bad on-site search experience are likely never to return again***
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.
Yext has given us such efficiency. That's beyond valuable to a small team like ours.
Yext gave us insights to watch as people asked nuanced questions in search. Then we used Yext to write up FAQs, set up cards, and position those within the search results on our website to get succinct information to people directly, and then link them through to more in-depth pages.
Out of our 65 offices, we physically move about 10-15% of those locations annually. We need to have a single source of truth be able to cleanly say, ‘OK we’ve made this change, we know it’s been brand verified by us and we know it’s been changed everywhere’. To me, that is the core value of Yext.
Yext Answers helped us get a step ahead of everything that was happening during the COVID-19 crisis. Our community was in a super vulnerable position and everyone needed answers to their questions. And we were able to get them those answers.
Explore the integrations and platform features that help you deliver cutting-edge, digital experiences.
Publisher Network
Power listings for your branches, professionals, ATMs, and events on top third-party search platforms.
App Directory
Use Yext's pre-built integrations with all the business tools and services you trust to power your search experiences.
A new framework that makes it easy to add content to your CMS from a variety of sources including a web crawler. Building your own CMS just became easier than ever.
Yext's real-time update architecture and dual sync feature delivers your data seamlessly across the Publisher Network
Monitor and answer consumer questions about your business and products, then sync pre-answered FAQs to pre-empt the most common queries.
Respond to your reviews from around the web from the Yext platform
A process for sending invitations through Yext to your customers, requesting authentic 1st Party reviews.
Analyze customer feedback at scale to understand what's working and what improvements you can make to the experience you deliver.
Yext Pages is delivered on a Content Delivery Network to increase webpage performance and reliability.
