The New Financial Services Customer Journey


The customer journey starts with intent — intent to know, to go, to buy, and to do — and that intent usually takes the form of a question. Consumers today are asking deeper and more specific questions about financial services and professionals, and they're fact-checking the answers they find with customer reviews.

In this webinar, you'll discover:

  • How consumers are searching for financial information today
  • How reviews can empower your business to take down digital disruptors and win new market share
  • How Yelp and Yext are powering the new financial services customer journey
  • Ways to enrich your demographic and behavioral marketing strategies with intent marketing
Shane Closser Headshot

Shane Closser

Head of Industry, Financial Services

Darnell Holloway Headshot

Darnell Holloway

Director, Business Outreach

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