Visit Us at Money 20/20
Booth #4612 | October 23-26, 2022
Looking to improve your digital presence to stay ahead of the curve? Stop by our booth to learn how other financial services brands use Yext in their marketing strategies or talk to Shane Closser, Head of Industry for Financial Services.
With Yext, we've increased conversions and gained valuable insight, while providing visitors with answers at their moment of intent. Search is about more than just navigation. Search is client intelligence.
Out of our 65 offices, we physically move about 10-15% of those locations annually. We need to have a single source of truth be able to cleanly say, ‘OK we’ve made this change, we know it’s been brand verified by us and we know it’s been changed everywhere’. To me, that is the core value of Yext.
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Deliver a guided AI search experience on your website to match people with the right product, service, or financial professional.
Connect your physical and digital storefront to capture consumers who search for banking products and services across the digital ecosystem.
Help your agents, advisors, and mortgage loan officers (MLOs) rank higher in search, generating more high quality leads.
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.
Use intent marketing to drive people from third-party search engines to your website.
Enable customers to self-serve by providing direct answers to product, support, and service-related questions with a one-click experience.
Provide your financial professionals with a control center that supports digitally authenticated experiences.
