Exceed customer expectations with AI search 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

Guided Search

Deliver a guided AI search experience on your website to match people with the right product, service, or financial professional.

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Reputation Management for Branches & Professionals

Reviews are the new referral – monitor, respond to, and generate reviews to win more business.

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Branch Marketing

Connect your physical and digital storefront to capture consumers who search for banking products and services on the web.

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Marketing for Financial Professionals

Help your agents, advisors, and MLO's rank higher in search, generating more high quality leads.

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Product & Service Pages

Use intent marketing to drive people from third-party search engines to your website.

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Financial Professional Portal

Provide your agents, advisors, and MLO's with a control center that supports digitally authenticated experiences.

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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.

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Wholesale Portal

Reinvigorate your strategies to improve sales and cross-sells among channel partners.

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89%

of people use online services when making a financial purchase decision*

58%

of your web traffic comes from organic search**

68%

of consumers with a bad on-site search experience are likely never to return again***

The Answers Platform

Explore the integrations and platform features that help you deliver cutting-edge, AI powered search experiences.

Knowledge Network

Power listings for your branches, professionals, ATMs, and events on top third-party search platforms.

Google Business Profile
Apple
Amazon Alexa
Bing
Facebook
Zillow
Banks.com
WiserAdvisor
App Directory

Use Yext's pre-built integrations with all the business tools and services you trust to power your search experiences.

Salesforce Service Cloud - Deprecated
Domo Analytics App
Tableau Analytics App
Google Data Studio
JRNI
DialogTech
Marketo Lead Generation

Your single source of truth online for the many public facts about your brand. Whether it's information about a product offering, store location, job opening, or professional credentials, you'll be able to provide people with actionable answers to the questions they're already asking.

Knowledge Graph

Create and manage integrations with one user-friendly tool

Data Connectors

A single answer extracted from a larger set of results

Document Search

Yext's real-time update architecture and dual sync feature delivers your data seamlessly across the Knowledge Network

Listing Management

Yext Sites has built-in, advanced collaboration tools to work cross-functionally.

Sites Collaboration

A concise result like a phone number, calorie count, or snippet that addresses the query’s intent at the top of search results

Financial Services & Insurance Customer Stories

Financial Services & Insurance Resources