How Financial Institutions Can Effectively Deploy a Reputation Management Strategy

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Financial Services

Build Brand Trust and Boost Rankings With Reputation Management for Branches & Professionals

Reviews are the new referral – monitor, respond to, and generate reviews to win more business – all while adhering to financial services and insurance regulations, like the SEC, FINRA, CFPB, and more. Yext was also voted as a "Leader" by G2 for the best online reputation management software in 2021.*

Your reputation impacts your business


of prospects found reviews important to the financial professional customer journey**


Yext customers that respond to reviews are rated .36 stars higher than those that don’t***

Yext financial service and insurance customers that generate reviews are rated 1.1 stars higher than those that don't***

Maximize your reputation to stand out in search

Centralize customer feedback

Pull in all your reviews, for every branch and professional, from sites like Google, Facebook, Yelp, and more into a single, centralized dashboard. And by setting up labeling rules and notifications, you can organize your reviews better and ensure they're seen by the right people as they come in.

Personalize responses at scale

Craft thoughtful, on-brand review responses by combining dynamic response building blocks with personalized messaging — not templates.

Take advantage of flexible workflows

Specify user permissions and workflows that fit your teams' needs, ensuring your reputation management work complies with your brand standards.

Ask for more feedback

Request reviews from your customers. Then add those reviews to your pages to enhance your digital experience and increase conversions.

Analyze reputation insights

Use Yext's prebuilt reports, or create your own custom dashboards to view your average rating, review count, response time, and more — and easily export these insights to share them with anyone who needs to see.

To truly understand what your customers are saying about you, Yext's keyword-level Sentiment Analysis tool allows you to see specifically what's contributing to positive and negative brand experiences so you can make informed decisions to improve your organization's experience.

Track competitors and trends

You can't tell whether you're winning if you can't see the scoreboard. Understand your ratings in context by tracking up to 5 local competitors.

Monitor and answer consumer questions about your business and products, then sync pre-answered FAQs to pre-empt the most common queries.

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Create personalized, on-brand review responses at scale with a response tool that leverages Sentiment Analysis.

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A process for sending invitations through Yext to your customers, requesting authentic 1st Party reviews.

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A tool that can be used to categorize reviews with similar characteristics within your account to help organize and prioritize next steps.

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Analyze customer feedback at scale to understand what's working and what improvements you can make to the experience you deliver.

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