Increase Engagement and Maximize Conversions With Guided Search

Deliver a guided AI search experience on your website to match people with the right product, service, or financial professional.


Personalization is key for financial service & insurance customers


of consumers are more likely to make a purchase when a brand offers a personalized experience*


of customers are frustrated when brands fail to deliver relevant and personalized results*


of banking customers rate personalization as "highly important"**

Help people find what they are looking for

People can’t purchase what they can’t find

A keyword search for something as simple as "credit cards'' overwhelms consumers with thousands of links. This leads to frustrated consumers and higher bounce rates. Instead, replace traditional keyword search with AI site search that understands natural language and delivers direct answers – not links.

Incite people to search

People don't always know that they can ask any question and get a direct answer. Looking for a game changer? Display a prominent search bar that animates common queries. Now, people with specific needs know that your website can answer complex questions, leading to more site search engagement and higher conversion rates.

Deliver a world-class guided experience

Amplify your AI site search with a guided experience to help people find or discover what they are looking for. By asking questions about their preferences – and based on their responses – recommend, guide them to, or match people with the most relevant product, service, educational content, or financial professional.

Analyze customer intent

Website engagements are your best source of customer intent. With Yext, you can see what people search for on your website, track all consumer question interactions, and look at performance data to extrapolate insights that can be used to optimize future search experiences.

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

Create and manage integrations with one user-friendly tool

Data Connectors

Frontend features that administrators can configure to allow end users to better refine their results

Filters, Facets, and Sorting

Hardcoded, customized business rules that trigger an action in the results when certain search criteria are present

Query Rules

Real-time insights into what people are searching for and how they're asking questions.

Advanced Analytics

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

Answers Multi-Algorithm Approach

Financial Service and Insurance Customer Stories

Financial Service and Insurance Resources