Empower Financial Professionals to Compete Digitally

Improve margins, operational excellence, and brand control at every level when you enable local marketing.

How to Empower Financial Professionals

Enable Individual Marketing

Free up corporate resources, promote organization-wide efficiency, and ensure compliance at every level when you empower professionals with tailored brand controls.

Streamline Advisor Search

Reach consumers at their moment of intent and steer them to the right experts with natural language search experiences that understand and respond to user intent.

Improve Financial Professional Discoverability

Drive more people to your financial professionals' brand experiences when you scale brand control and individual management across your organization.

Strengthen and amplify your marketing strategy with the Yext Knowledge Graph

The Yext Financial Services Knowledge Graph is purpose-built to store and structure all the public-facing facts about your brand — and the relationships between them — so your organization can deliver correct answers to intelligent services and the consumers who use them.
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We partner with the best.

Yext integrates with hundreds of leading brands so you can manage your data with the tools you trust and send it everywhere consumers are looking for it.

Listings Publishers

Appear everywhere people search for financial servics that isn't your website.

Amazon Alexa
App Directory

Use Yext's pre-built integrations with all the business tools and services you trust to enable appointment booking, data analytics, and more.

Tableau Connector
Google Data Studio
HubSpot Lead Generation
HubSpot Review Generation