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Financial Services

Help more customers achieve their goals.


As consumers transition more of their financial lives to their smartphones, you need to be there when and where they need you. The Yext Knowledge Engine helps you attract new customers with search-optimized information while also making it easy for existing customers to find your nearest branch, advisor, agent, or ATM. Read on to learn how we help you achieve your goals while helping your customers achieve theirs.

Be everywhere your customers are.

The PowerListings® Network offers unmatched distribution of your location data to Google, Apple Maps, Facebook, and over 100 other third-party apps, maps, and social networks. Your listings appear when and where consumers look on desktop and mobile devices. And, Pages make it easy to control that same data on your website, from the same central platform.

Stand out and attract new customers.

Wish your brand could stand out from the competition? With us, it can. Add promotional links and CTAs of your choosing to one location or many with the patented Clickable Featured Message in our Listings, and optimize your Pages to support the customer actions that will drive you the most business. From evergreen offers to seasonal rates, online only promotions, or new account incentives, your promotions help drive more conversions in the moments that matter.

Adapt in real time, every time.

Holiday hours. Branch openings and closings. Agent and advisor comings and goings. The public facts about your brand aren’t static; they’re constantly changing and evolving with your business. Keep your customers informed in real time across your website and app as well as the search engines, maps, and social networks that they rely upon daily. Eliminate the frustration of bad information once and for all.

Empower your local teams.

Maintain corporate control while empowering your advisors, agents, and managers to showcase what makes their services unique. Our flexible, scalable workflows and approvals enable you to manage editing rights at the global, regional, and single location level. Eliminate the headaches of off-brand content while driving more business to every one of your branches and representatives.


It’s a new era for the mortgage industry. Economic conditions, paired with rock-bottom home inventory levels, are causing mortgage applications to spike and competition to be fiercer than ever. If you’re a mortgage lender with individual loan officers and physical offices, your inherent hyper-local nature can help you capitalize on this massive opportunity and beat out your online-only competitors — at no cost-per-click. Learn more about our Mortgage.


The way consumers find insurance agents has changed significantly. The customer journey is no longer linear, and customers are looking for deep attributes about agents in search, on maps, and through voice assistants, chat-bots, and more. These changes present a massive opportunity for forward-thinking brands to capture local market share and retain existing clients. Help your agents take control of their digital presence with Our Insurance.

We put branches, agents, and advisors in control.

“This service has had a critical impact on boosting SEO and improving discoverability. Beyond just the numbers, the transformation of the visual experience on our listings with this is extremely powerful.”

Laura Cameron, VP, Digital Marketing, KeyBank

“Since launching, we’ve seen significant improvement in our digital engagement of high-intent customers. That’s the value we look for—helping to drive more meaningful online interactions that actually impact the bottom line.”

Mike Sanders, Director of North American Brand Advertising, BMO Harris Bank

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