Exceed customer expectations with AI-powered solutions from the Yext Financial Services & Insurance Cloud

The Financial Service and Insurance Cloud adheres to the regulatory and compliance needs within these industries while providing search engines and consumers the information they need to choose your brand in search.

Financial Services & Insurance Solutions

Guided Search
Branch Marketing
Marketing for Financial Professionals
Product & Service Pages
Customer Self-Service Portal
Financial Professional Portal
Wholesale Portal
Guided Search

Deliver a guided AI search experience on your website to match people with the right product, service, or financial professional.

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Reputation Management for Branches & Professionals

Reviews are the new referral – monitor, respond to, and generate reviews to win more business.

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Branch Marketing

Connect your physical and digital storefront to capture consumers who search for banking products and services on the web.

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Marketing for Financial Professionals

Help your agents, advisors, and MLO's rank higher in search, generating more high quality leads.

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Product & Service Pages

Use intent marketing to drive people from third-party search engines to your website.

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Financial Professional Portal

Provide your agents, advisors, and MLOs with a control centre that supports digitally authenticated experiences.

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Customer Self-Service Portal

Enable customers to self-serve by providing direct answers to product, support, and service-related questions with a one-click experience.

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Wholesale Portal

Reinvigorate your strategies to improve sales and cross-sells among channel partners.

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%

of people use online services when making a financial purchase decision*

%

of your web traffic comes from organic search**

%

of consumers with a bad on-site search experience are likely never to return again***

The Answers Platform

Explore the integrations and platform features that help you deliver cutting-edge, AI powered search experiences.

Publisher Network

Power listings for your branches, professionals, ATMs, and events on top third-party search platforms.

Google Business Profile
Apple Legacy
Amazon Alexa
Bing
Facebook
Zillow
Banks.com
WiserAdvisor
APP DIRECTORY

Use Yext's pre-built integrations with all the business tools and services you trust to power your search experiences.

Yext Search for Salesforce
Domo Analytics App
Tableau Analytics App
Google Looker Studio
DialogTech

Your single source of truth online for your brand. Information is centralized and managed here so you can provide users with actionable answers to any questions about products, services offered, store locations, and more.

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A new framework that makes it easy to add data to your Knowledge Graph from a variety of sources including a web crawler. Building your own Knowledge Graph just became easier than ever.

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A single answer extracted from a larger set of results

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Yext's real-time update architecture and dual-sync feature delivers your data seamlessly across the Publisher Network

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Yext Pages has built-in, advanced collaboration tools to work cross-functionally.

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A concise result like a phone number, calorie count, or snippet that addresses the query’s intent at the top of search results

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See how Yext can help grow your business by putting answers wherever people search.

A great search experience is key to a great brand experience — on and off your website.

Answer customers' questions and convert more business across digital channels with AI-powered marketing solutions from Yext.