Exceed customer expectations with AI-powered solutions from the Yext Financial Services & Insurance Cloud
Learn how other financial services brands use Yext in their marketing strategies
Select a Solution to Explore
Guided Search
Reputation Management for Branches & Professionals
Branch Marketing
Marketing for Financial Professionals
Product & Service Pages
Financial Professional Portal
Customer Self-Service Portal
Wholesale Portal
%
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***
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.
Yext has given us such efficiency. That's beyond valuable to a small team like ours.
Yext gave us insights to watch as people asked nuanced questions in search. Then we used Yext to write up FAQs, set up cards, and position those within the search results on our website to get succinct information to people directly, and then link them through to more in-depth pages.
Answers is intelligent enough to tell us exactly what customers are asking and offer the answer directly in search results. Implementing Answers will eliminate the guesswork so we can understand our customers’ intentions. This will enable us to deliver the best possible home financing experience.
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.
Yext Answers helped us get a step ahead of everything that was happening during the COVID-19 crisis. Our community was in a super vulnerable position and everyone needed answers to their questions. And we were able to get them those answers.
Publisher Network
Power listings for your branches, professionals, ATMs, and events on top third-party search platforms.
App Directory
Use Yext's pre-built integrations with all the business tools and services you trust to power your search experiences.
