Empower Agents, Advisors, and MLOs to Serve Customers at Scale With Yext’s Financial Professional Portal

Provide your financial professionals with a control center that supports digitally authenticated experiences.


Give your professionals the tools and resources to be successful


the average cost to replace an existing financial professional is 150% of their total salary*


almost 80% of financial professionals feel their tech is inadequate to compete digitally**


only 48% of advisors say the core technology their firm provides is ‘very valuable***

Modernize the financial professional and customer journey

Improve productivity

Allow your financial professionals to easily find and answer their customers' questions. With Yext, your financial professionals no longer have to read through complex documents to find information about policies, banking procedures, product eligibility requirements, and much more.

Manage professional profiles

Give your agents, advisors, and MLOs a single source to manage their website profiles, including headshots, bios, areas of focus, experience, credentials, and more. And you decide whether to incorporate pre-approved assets or approval workflows to help ensure all updates are compliant with your brand guidelines.

Increase customer loyalty and satisfaction

Answer customer questions – quickly – leading to longer and better relationships with your agents, advisors, and MLOs.

Gain new insights around the workforce

What content is being used? What questions don't provide a direct answer? What do your professionals engage with the most? With Yext, capture, catalogue, and organize all searches to learn new insights around your workforce.

The Answers Platform

Explore the integrations and platform features that help you deliver cutting-edge, AI-powered search experiences.

App Directory

Use Yext's pre-built integrations with all the business tools and services you trust to power your search experiences.

Yext AI Search for Salesforce

Your single source of truth online for the many public facts about your brand. Whether it's information about a product offering, store location, job opening, or professional credentials, you'll be able to provide people with actionable answers to the questions they're already asking.

Knowledge Graph

The algorithm that is best suited to handle structured data. NER identifies tokens in each query and classifies them into entity types

Strategic application of several Yext-built algorithms to optimize performance across different types of data and queries

Answers Multi-Algorithm Approach

A machine-learning mechanism that continuously reorders results based on user engagement to optimize search performance

Dynamic Reranking

Financial Service and Insurance Customer Stories

Financial Service and Insurance Resources