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.
Learn how other financial services firms are using Yext to scale and manage their business operations.
Knowledge GraphGround control for your most important business information.
PagesCustomizable web pages built for discovery and conversion.
AnswersA powerful search engine on your website to drive business.
ListingsThe best way to get discovered online everywhere it counts.
ReviewsEasily monitor, manage and improve your online reputation.
AnalyticsPerformance results and customer insights in an instant.
App DirectoryConnect Yext to the business tools and tech you already use.
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.
Appear everywhere people search for financial servics that isn't your website.
Use Yext's pre-built integrations with all the business tools and services you trust to enable appointment booking, data analytics, and more.