Engage the Mass Affluent Market Online

How to Win Digital Natives

Reach New Households

Address prospective clients' intent with natural language search experiences that drive digital natives further into the funnel.

Streamline the Investor Journey

Make it easy for potential investors to find and engage with your brand, educate themselves, and get in touch with you as soon as they're ready.

Leverage Search Insights

Analyze success, understand areas of opportunity, and inform future brand, SEO, and marketing strategy when you leverage search insights on and off your website.

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
Agendize Review Generation
HubSpot Lead Generation
HubSpot Review Generation
Zendesk for Reviews