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 across the digital ecosystem

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

Elevate your agent or advisor finder experience. 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.

A new framework that makes it easy to add content to your CMS from a variety of sources including a web crawler. Building your own CMS 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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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.