Financial Services

Help more customers achieve their goals.

As consumers transition more of their financial lives to their smartphones, you need to be there when and where they need you. Yext helps you attract new customers with search-optimized information while also making it easy for existing customers to find your nearest branch, advisor, agent, or ATM. Read on to learn how we help you achieve your goals while helping your customers achieve theirs.

Be everywhere your customers are.

The Yext Knowledge Network offers unmatched distribution of your location data to Google, Apple Maps, Facebook, and over 100 other third-party apps, maps, and social networks. Your listings appear when and where consumers look on desktop and mobile devices. And, Yext Pages make it easy to control that same data on your website, from the same central platform.

Stand out and attract new customers.

Wish your brand could stand out from the competition? With Yext, it can. Add promotional links and CTAs of your choosing to one location or many with the patented Clickable Featured Message in Yext Listings, and optimize your Pages to support the customer actions that will drive you the most business. From evergreen offers to seasonal rates, online only promotions, or new account incentives, your promotions help drive more conversions in the moments that matter.

Adapt in real time, every time.

Holiday hours. Branch openings and closings. Agent and advisor comings and goings. The public facts about your brand aren’t static; they’re constantly changing and evolving with your business. Keep your customers informed in real time across your website and app as well as the search engines, maps, and social networks that they rely upon daily. Eliminate the frustration of bad information once and for all.

Empower your local teams.

Maintain corporate control while empowering your advisors, agents, and managers to showcase what makes their services unique. Yext’s flexible, scalable workflows and approvals enable you to manage editing rights at the global, regional, and single location level. Eliminate the headaches of off-brand content while driving more business to every one of your branches and representatives.

Yext for Mortgage

It’s a new era for the mortgage industry. Economic conditions, paired with rock-bottom home inventory levels, are causing mortgage applications to spike and competition to be fiercer than ever. If you’re a mortgage lender with individual loan officers and physical offices, your inherent hyper-local nature can help you capitalize on this massive opportunity and beat out your online-only competitors — at no cost-per-click. Learn more about Yext for Mortgage.

Yext for Insurance

The way consumers find insurance agents has changed significantly. The customer journey is no longer linear, and customers are looking for deep attributes about agents in search, on maps, and through voice assistants, chatbots, and more. These changes present a massive opportunity for forward-thinking brands to capture local market share and retain existing clients. Help your agents take control of their digital brand with Yext for Insurance.

We put branches, agents, and advisors in control.
KeyBank Customers

Yext has had a critical impact on boosting SEO and improving discoverability. Beyond just the numbers, the transformation of the visual experience on our listings with Yext is extremely powerful.

The Yext Knowledge Network. Be everywhere.

Unmatched listings distribution across the industry's largest network. Fix your public facts on over 100 maps, apps, directories, search engines, and social networks.

See how your business can deliver verified answers to searching consumers, helping drive discovery, and revenue.