Turn client searches into lasting financial relationships

AI is reshaping how clients discover financial services, from asking ChatGPT about mortgage rates to finding advisors through voice assistants. Yext helps firms adapt by structuring advisor, branch, and product data so AI platforms surface accurate information. This ensures your brand is represented in the moments that matter most.

Financial services firms improve visibility by ensuring data is structured, consistent, and optimized for AI and search. Yext centralizes branch, advisor, and product information into one source of truth and distributes it across 200+ endpoints. This makes firms more discoverable and trusted wherever clients are searching.

Local visibility matters because most financial decisions are made at the community level. Clients often choose advisors, agents, MLOs, or branches based on proximity, trust, and reputation. Yext ensures accurate, consistent profiles across AI, search, and directories so your brand shows up and wins locally.

Yext ensures advisor, agent, and location data stays accurate by centralizing it in a single, structured system. That data is distributed automatically to 200+ endpoints, including Google, Bing, Apple, and AI platforms. Firms aim to eliminate errors, protect compliance, and build trust by ensuring clients always see consistent, up-to-date information wherever they search.

Yext Scout benchmarks advisor and branch performance against local competitors in AI, search, reviews, and more. It highlights where visibility, sentiment, or accuracy is falling short. Marketers can act quickly with prioritized recommendations that protect market share and improve outcomes.

Yext goes beyond monitoring by combining visibility insights with tools to act instantly. Unlike traditional vendors, Yext benchmarks performance against competitors and unifies execution across listings, reviews, pages, and social. This means faster fixes, stronger compliance, and measurable growth.

Yext makes it easy to generate more client feedback, monitor sentiment, and respond at scale across key platforms. Built-in workflows and approvals help advisors stay compliant with financial services regulations while managing reviews. Positive reviews not only build trust and influence client decisions but also improve SEO and local visibility, ensuring prospects can easily discover your firm.

Local pages are critical because clients search for services in their own neighborhoods, like "financial advisor near me" or "local mortgage rates." Without optimized local pages, firms risk being invisible in high-intent searches. Yext creates AI-ready pages that highlight services, credentials, and calls-to-action to convert discovery into growth.

Yext Pages scale advisor and branch profiles by using templates and structured data that adapt across thousands of locations. Each page is SEO- and AI-optimized with services, credentials, and calls-to-action. This lets firms deliver personalized, compliant experiences at scale without heavy manual effort.

Hearsay Social's built-in supervision tools ensure every post and interaction can be reviewed for compliance. As a result, Hearsay Social enables advisors to share personalized, brand-approved content that drives authentic engagement without creating regulatory risk. Now as part of Yext, Hearsay complements the visibility platform by giving financial firms a compliant way to scale social engagement across advisors and branches.

Yext offers Relate, which provides secure, compliant 1:1 messaging for advisors and clients. Every message is logged with permissions, audit trails, and approval workflows to meet regulatory standards. This allows firms to scale personal engagement safely, deepening relationships without risking compliance.

Yext supports financial compliance with role-based permissions, audit logs, and approval workflows built into every update. Hearsay adds supervision features purpose-built for financial services, ensuring every social post or client interaction is reviewable and compliant. Together, they help firms move quickly to meet FINRA, CFPB, and other regulatory requirements without increasing risk.

Yext is the only platform that unites visibility and engagement under one roof. It covers listings, pages, reviews, social, search, and messaging with supervision built in. Firms gain efficiency, reduce vendor sprawl, and turn insights into measurable outcomes faster.

Yext links visibility to outcomes by tracking clicks, calls, visits, and appointments tied to improved discoverability. When advisor or branch information is optimized, client acquisition and retention increase. This gives CMOs clear evidence that visibility investments drive real business results.

Yext is trusted by the world's largest financial institutions, including top U.S. banks, global insurers, and leading wealth managers. These firms rely on Yext to manage thousands of advisors, agents, and branches. Proven at enterprise scale, Yext helps them stay visible, compliant, and competitive in every market.

Yext and Hearsay are now part of one platform, combining visibility and engagement for financial firms. Yext ensures advisors are discoverable in AI and search, while Hearsay powers compliant social engagement and messaging. Together, they provide a complete solution that drives efficiency, trust, and growth.

Yes. Yext is purpose-built to handle the complexity of large, distributed financial services networks. The platform supports thousands of advisors, agents, or branches with centralized data management, compliance workflows, and permissions that protect brand standards. This allows firms to scale visibility and engagement everywhere they operate while ensuring every touchpoint remains accurate, consistent, and regulatory-safe.