Enable Customer Self-Service

Improve margins and reach more customers with a personalized self-service on your owned digital properties.

How to Help Customers Self-Serve

Design Meaningful Interactions

Improve engagement at every point in the customer journey when you reduce friction and facilitate seamless interactions of all kinds.

Facilitate Financial Self-Education

Help more clients achieve financial wellness when you move beyond the transaction and facilitate self-education with content like FAQs, financial professional profiles, and more.

Enable Intent Personalization

Harness the power of consumer intent and design digital experiences that push users to the next best action or next best offer—and further down the funnel—based on previous queries.

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.

Google Data Studio
Tableau Connector
JRNI (formerly BookingBug)
Agendize Appointment Scheduling