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.

“Some of our loan officers had really sophisticated business listing presences online, but most did not. [...] We knew that if we standardized that across the board with all of our loan officers, that would amplify Movement’s voice and reach overall.”

Jake Fehling

Vice President of Marketing

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.