Enterprise agentic marketing platform for banking

Win customers in the age of AI discovery

Yext gives carriers and agents the intelligence to see where they're losing, verified data AI trusts, and content and data distribution to every surface where prospects are comparing coverage — with compliance at every layer.

Compete and win in a world of AI discovery

Customers compare banks across Google, ChatGPT, maps, and review sites before opening an account. Yext ensures your branches, bankers, and products are structured, visible, and accurate across every discovery channel so you're chosen first.

Earn trust in every market

Trust drives deposits and account growth. Yext surfaces verified reviews, strengthens local reputation, and keeps product and branch data accurate and AI-ready, helping customers choose your bank with confidence.

Scale visibility without sacrificing compliance

Banks must move fast, but compliance can't be compromised. Yext provides centralized oversight, structured data workflows, and built-in guardrails, enabling branch networks and bankers to act quickly and locally while staying compliant.

Measure the visibility of your branches and products

Most banks don't see what customers do when they compare options. Scout mirrors real searches across Google, ChatGPT, and local review sites to reveal how visible your branches, bankers, and products are versus competitors, and pinpoints the fixes that will win more customers.

Structure banker, branch, and product data for AI visibility

AI search engines and comparison tools rely on structured data. The Knowledge Graph transforms your branch details, banker bios, ATMs, and products into an AI-ready format, ensuring your bank shows up with accurate, complete answers wherever customers search.

Show up everywhere customers search

From Google and Apple Maps to Yelp and ChatGPT, customers expect to find accurate details about your branches, bankers, and ATMs. With direct integrations to 200+ publishers, your bank's information updates instantly across the ecosystem, keeping you visible and trusted wherever customers compare options.

Turn reputation into a growth engine

Banking trust is fragile. Reviews influence whether customers open an account or switch providers. Yext automates requests, responses, and sentiment insights, boosting ratings and credibility in every market.

Convert searches into deposits and applications

Launch AI-optimized branch and product pages that highlight services, rates, and offers. Pages turn high-intent searches into measurable actions: new accounts, applications, and branch visits.

Empower bankers to engage on social, compliantly

Customers expect local engagement, but banks face strict oversight. Hearsay Social enables authentic banker-led social outreach with built-in compliance guardrails for safe, scalable execution.

Build relationships with compliant 1:1 messaging

Texting is today's preferred channel but risky without oversight. Relate enables secure, compliant SMS and voice so bankers can respond faster, build trust, and drive loyalty.

Provide instant answers for digital-first customers

Banking questions don't wait. AI-powered site search delivers real-time answers on accounts, locations, and services, reducing call center volume and converting more digital visitors into clients.

“With AI shaping how people find us, it’s important to understand our online presence. Scout shows us exactly what the public sees, eliminating guesswork and improving our strategy.”

Austin Robinson

Sr. Website Manager, MidFirst Bank

"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."

Joe Minham

Digital Product Manager, First Financial Bank

FAQs

Win visibility and trust where banking decisions begin

From AI to search, make your bank the first choice.