Financial Services

Delight Customers and Deliver Direct Answers With Yext’s Customer Self-Service

Enable customers to self-serve by providing direct answers to product, support, and service-related questions with a one-click experience.

Meet your customers’ demands with self-service


of customers attempt to take care of matters themselves before reaching out to a live representative*


of people prefer self-service over speaking to a company representative**


of Americans use digital banking channels most often***

Modernize the customer journey

Increase customer satisfaction

Yext's Customer Self-Service Portal understands natural language questions and returns direct answers — not just links. A multi-algorithm approach delivers only the most relevant results, from rich snippets, professional profiles, maps, tutorials, guides, FAQs, and more.

Reduce support requests

Decrease call, email, and chat volumes by giving direct answers to your customers the first time they ask. This eliminates the need for many customers to contact a support representative.

Accelerate digital adoption

As consumers interact with more of your online banking channels, the more questions they're going to have. How often do you get questions like, "Where do I report a stolen credit card?", "How do I report fraudulent charges?", or "How do I transfer funds?" Enable customers to answer these types of questions themselves, reducing friction and leading to greater adoption of your public-facing technologies.

Drive revenue growth

Drive more leads and conversions by answering questions that lead to sales.

Anticipate customer intent

See how and what people search for on your website – use these insights to recommend answers and improve your business.

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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A single answer extracted from a larger set of results

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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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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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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.