Email marketing for financial advisors and multi-location brands
Scale compliant, on-brand email across every advisor and local team
Build on-brand email templates once. Advisors, agents and local teams add their own details automatically and send to their contacts, with compliance review on every email.
Bring corporate, the field, and compliance onto one email platform
Keep your brand consistent
Build templates and campaigns once and lock the sections that can't change, like branding and disclosures. Every advisor sends from the same approved foundation.
Let advisors sound like themselves
Advisors and agents edit the sections you unlock and send in their own name, so clients hear from someone they know instead of a brand address.
Give compliance a review on every send
Run lexicon checks and review workflows in the same platform, so your compliance team doesn't have to manage separate tools or review by hand.
Create, send, and track emails and campaigns across your advisor network
Email Builder
Design branded email templates without code
Start from pre-built headers, signatures, text blocks, and media blocks, or create your own. Your marketing team builds and updates templates without waiting on IT.
Template Controls
Decide what advisors can change
Not every section should be editable. Choose which sections to lock, like branding or disclosures, and which to open up, so advisors and agents can add their own voice while your brand stays consistent.
Email Library and Personalization
Give advisors personalized emails that are ready to send
Advisors and agents pick an approved email from the library, and Yext Email fills in names, branches, locations, products, and contact details from the Knowledge Graph. Every email is personalized and accurate, without having to fill in the details by hand. Send right away, schedule it for later, or send from the brand.
Campaigns
Launch one email campaign across every advisor and location
Build scheduled campaigns, like a seasonal newsletter, or automated campaigns that send when a contact joins a list or a new lead or policy renewal comes in through the API. Advisors and agents opt in, or you opt them in, and every email goes to their contacts in their own name.
Email Compliance
Catch FINRA and SEC compliance issues before emails reach clients
Yext Email checks every email against your lexicon and flags terms that conflict with SEC, FINRA, or firm policies. Pre- and post-review workflows route every email to the right reviewers, before or after it sends.
Subscription Preferences
Keep clients subscribed to what they value
Clients choose what they hear about. They can opt out of brand emails, a specific advisor, or a content type like newsletters or promotions, and stay subscribed to everything else.
Email Analytics
Track email performance by template and campaign
Track delivery, opens, clicks, and unsubscribes across your organization. Then drill into any template or campaign to see what's working and what to change.
Frequently Asked Questions
Give every advisor a compliant way to email clients
See how Yext Email helps advisors and agents send personal, on-brand email, with compliance review on every send.