Webinar

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.

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
Head of Industry, Financial Services
Darnell Holloway
Director, Business Outreach