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Learn how the Yext Answers Platform enables brands to capture and retain consumer traffic from all corners of the web.

What happens next?

  • A team member will schedule a short call to align on your brand's digital strategy.

  • We'll follow up with a personalized search consultation to identify gaps in your online performance.

  • Finally, you'll get a live demo of the Yext solutions that best serve your business goals and target audiences. Today, all customer journeys start with questions. Answer them with Yext.

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Explore the Answers Platform

Answers

A powerful search engine on your website to drive business.

Listings

The best way to get discovered online everywhere it counts.

Knowledge Graph

Ground control for your most important business information.

Pages

Customizable web pages built for discovery and conversion.

Reviews

Easily monitor, manage and improve your online reputation.

Analytics

Performance results and customer insights in an instant.

Under the Hood

Packages

Choose the right plan for your business.

App Directory

Connect Yext to the business tools and tech you already use.

Knowledge Network

Direct integrations with 100+ global maps, apps, search engines, and more.

Content

Explore Our Content Library

The leading destination for what's happening in search.

Subscribe to the Blog

Get weekly posts to better your business right in your inbox.

Read Customer Stories

Learn how brands are winning big in search.

Search Data Hub

Gain valuable insight into customer behavior with our interactive dashboard.

Training

Become a Hitchhiker

Access our self-serve training platform and community of power users.

Get Help

Need a hand? Get the answers to your product questions.

API & Developers

Build on the Yext Knowledge Graph

All About Yext

Mission

Yext is the next big thing in search.

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See how Yext can transform your search experience anywhere people ask questions about you
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  • Home
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  • Guided Search
Financial Services

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.

Get a Demo

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 Search for Salesforce
Data ConnectorsFilters, Facets, and SortingQuery RulesAdvanced AnalyticsSearch Multi-Algorithm Approach

A new framework that makes it easy to add data to your Knowledge Graph from a variety of sources including a web crawler. Building your own Knowledge Graph just became easier than ever.

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

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

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Understand exactly what products your customers are looking for with the specific results they receive, so you can better understand how to improve their experience.

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AI and machine learning algorithms to deliver personalized product and content recommendations in search results based on user intent and real-time behavioral signals.

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Explore other Financial Service & Insurance solutions from Yext

Reputation Management for Branches & Professionals
Branch Marketing
Product & Service Pages
Marketing for Financial Professionals
Financial Professional Portal
Customer Self-Service Portal
Wholesale Portal
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See how Yext can help grow your business by putting answers wherever people search.