Exceed customer expectations with AI-powered solutions from the Yext Financial Services & Insurance Cloud
The Financial Service and Insurance Cloud adheres to the regulatory and compliance needs within these industries while providing search engines and consumers the information they need to choose your brand in search.
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.
Answers is intelligent enough to tell us exactly what customers are asking and offer the answer directly in search results. Implementing Answers will eliminate the guesswork so we can understand our customers’ intentions. This will enable us to deliver the best possible home financing experience.
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, AI powered search 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.
Your single source of truth online for your brand. Information is centralized and managed here so you can provide users with actionable answers to any questions about products, services offered, store locations, and more.
A new framework that makes it easy to add data to your Knowledge Graph from a variety of sources including a web crawler. Building your own Knowledge Graph just became easier than ever.
A single answer extracted from a larger set of results
Yext's real-time update architecture and dual sync feature delivers your data seamlessly across the Publisher Network
Yext Pages has built-in, advanced collaboration tools to work cross-functionally.
A concise result like a phone number, calorie count, or snippet that addresses the query’s intent at the top of search results
