CONFERENCE
Financial Services Roundtable
Financial services marketing is changing, fast. Join top financial services leaders to explore how the next wave of AI trends, search shifts, and customer expectations are reshaping the industry.
VIDEO
Navigating the New Frontiers of Digital Compliance
In this video, Bill Simpson, Director of Compliance at Yext, explores how financial firms can meet the demands of a younger, digitally-savvy investor base.
VIDEO
From Keywords to Questions: How AI Search is Reshaping Financial Services
In 30 minutes, Christian J. Ward, Chief Data Officer at Yext, reveals how AI search has upended the client journey to redefine every aspect of how people find and trust information.
VIDEO
From Search to Social and Back: Field Social as Your Secret Weapon
In this video, Tim Rickards, Sr. Director of Value Consulting, makes the case for why brands must adopt a multi-pronged strategy that blends structured and unstructured data, drives omnipresence through a vibrant publisher network.
VIDEO
Reimagining Financial Services Marketing in the AI Era
Join First Horizon and Yext in a forward-looking conversation on how this regional bank is using AI-powered tools, personalized digital experiences, and integrated platforms.
EBOOK
The Yext Guide for Marketers in Financial Services: How to Manage Many Digital Channels for Maximum Visibility
A strong digital presence helps you stand out to clients on their financial journey. Learn how marketers use Yext to improve their online visibility.
EBOOK
Unlocking the Power of AI in Financial Services
Learn how financial services organizations can leverage AI to win customers’ attention, trust, and loyalty.
BLOG POST
5 Top Takeaways from the 2025 Yext Financial Services Summit
Highlights from the 2025 Yext Financial Services Summit: How AI and digital engagement are reshaping client experiences, compliance strategies, and marketing outcomes.
BLOG POST
Ask Yext: Tackling Financial Services Marketers' Toughest AI Questions
AI is everywhere – even in financial services. In this post, our team of Yext-perts answers pressing AI questions submitted by marketers at wealth and asset management firms, banks, and other financial institutions.