READ THE NEW GUIDE: Improving Customer Acquisition with 'Find a Financial Professional' in Six Steps
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Financial Services

Enable Your Professionals to Compete Digitally With Marketing for Financial Professionals

Help your agents, advisors, and MLOs rank higher in search, generating more high quality leads.

Set your agents, advisors, and MLOs up for success

%

of customers found deep information really important to the financial professional customer journey

%

of prospects found reviews important to the financial professional customer journey

%

of customers go to 7+ online services to find a financial professional

Give your professionals the best opportunity to win in search

Complete and total control of your online presence

Google. Apple Maps. Amazon Alexa. Bing. Yelp. Consumers interact with your professionals on hundreds of search engines, maps, voice assistants, and more — keeping them all up-to-date could require vast manual effort. Take a new approach and use direct integrations to manage your listings. This gives you total control over your online presence, as well as complete and optimized listings in more places.

Optimize landing pages for search

58% of searches are unbranded. Drive more unbranded search traffic to your website with SEO-optimized landing pages for your agents, advisors, or MLOs.

Manage your professionals’ reputation

Ratings and reviews not only tell potential customers what they can expect about your professionals, but they also impact where and how they show up in search. Monitor, respond, and generate reviews to win more business.

Click here to learn more about how Yext can help you manage your reputation.

Answer questions on your pages – intelligently

Take your agent or advisor finder to the next level. Yext site search understands natural language questions and returns direct answers — not just links.

Update once, update everywhere

Professionals are constantly leaving, joining your company, or changing locations. Keeping up with all these changes across all the places consumers engage with your brand can seem nearly impossible. With Yext, make the change once and watch it update on your listings, pages, and website – in near real time.

Gain new customer intelligence

Take advantage of Yext analytics to truly get a holistic view of your performance in search, as well as natural language sentiment analysis tools to see specifically what contributes to positive and negative brand experiences.

The Answers Platform

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

Publisher Network

Power listings for your branches, professionals, ATMs, and events on top third-party search platforms.

Google Business Profile
Apple Legacy
Amazon Alexa
Facebook
Yelp
Bing
WiserAdvisor
Zillow
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
Domo Analytics App
Tableau Analytics App
Google Looker Studio
JRNI
DialogTech

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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Your single source of truth online for your brand. Information is centralized and managed here so you can provide users with actionable answers to any questions about products, services offered, store locations, and more.

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Yext's real-time update architecture and dual sync feature delivers your data seamlessly across the Publisher Network

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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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Tools to track the clicks and conversions that can be attributed to your Yext products on and off of Yext pages

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Explore other Financial Service & Insurance solutions from Yext

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See how Yext can help grow your business by putting answers wherever people search.