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.*
![](http://a.mktgcdn.com/p/r_Ctp4Upu1xP4VxMMPzRWzgFAMNvC4ygDHmEMT5WQO8/1020x800.jpg)
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.
![](http://a.mktgcdn.com/p/ZNuNU1FWGMspO2xuxP1LZGo-bBSrKAkFGjddCxLewmo/1200x675.jpg)
Personalize responses at scale
Craft thoughtful, on-brand review responses by combining dynamic response building blocks with personalized messaging — not templates.
![](http://a.mktgcdn.com/p/vrtS_my7JrsAWqzqdxlgE2zL8_Sel94iLkZbxAxKp_8/1200x675.jpg)
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.
![](http://a.mktgcdn.com/p/S5HpbVJXmgZT3AvOyKVijD9yg9EN74gE5BEqtWHUt4Q/1205x675.jpg)
Ask for more feedback
Request reviews from your customers. Then add those reviews to your pages to enhance your digital experience and increase conversions.
![](http://a.mktgcdn.com/p/Gpfk3ihhHVb8rIRPMTtBeA71LL6F63zY_WKax_WyJe0/1200x675.jpg)
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.
![](http://a.mktgcdn.com/p/8AbsFmGV5OrRrvQm5eOun9beBPPPvIWsv8qIE-n3XK4/1200x675.jpg)
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.
![](http://a.mktgcdn.com/p/GkICOvM-eImRfQoltHWemte7yVo-NokaBWnzLE4DODE/1200x675.jpg)
Monitor and answer consumer questions about your business and products, then sync pre-answered FAQs to pre-empt the most common queries.
![](http://a.mktgcdn.com/p/ua0RCk8eqJmh_apApCe4F1xKLTJeMI4J3_qAole8a_o/1184x675.png)
Create personalized, on-brand review responses at scale with a response tool that leverages Sentiment Analysis.
![](http://a.mktgcdn.com/p/AFvjtFE_lM-3UPmrIaZlQhFG_S5UXWm4L8XBvfAJX5E/1184x675.png)
A process for sending invitations through Yext to your customers, requesting authentic 1st Party reviews.
![](http://a.mktgcdn.com/p/6HTjGLwopjardKGf79q2G784_kyUjTeGGyk8kPbuA2Q/1560x878.jpg)
A tool that can be used to categorize reviews with similar characteristics within your account to help organize and prioritize next steps.
![](http://a.mktgcdn.com/p/T9SgUQAyX3EUA-cQH-AJfIOHfcwb_4BC75EtzBeScuU/1560x878.jpg)
Analyze customer feedback at scale to understand what's working and what improvements you can make to the experience you deliver.
![](http://a.mktgcdn.com/p/Yd9wfdlf30iIwAgEARXSbJWscVY1_jTvu2p_qvvvcVs/1184x675.png)
Explore other Financial Service & Insurance solutions from Yext
![loading icon](https://design-system.yext.com/assets/images/loading-icon.jpeg)