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Morgan Stanley Chooses Yext Brain to Manage Financial Advisors’ Digital Knowledge

Yext Knowledge Engine to Enhance Financial Advisors’ Digital Presence and Increase Prospecting Success Through Digital Knowledge Management

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Yext, Inc. , the leader in Digital Knowledge Management (DKM), announced it has been selected by Morgan Stanley to put its financial advisors in control of the information about them across the web. Morgan Stanley will leverage the Yext platform to create and manage financial advisors’ business pages and presence across maps, apps, search engines, voice assistants, and other intelligent services, in order to enhance prospecting success.

Yext’s artificial-intelligence-ready data structure will enable Morgan Stanley to create and relate important information about its vast network of individual financial advisors, advisory teams, and branches. The Yext Knowledge Engine will power over 15,000 advisor websites, maximizing their visibility in search, integrating with CRM, event management, and other capabilities, and facilitating conversational AI via voice assistants and chatbots to provide direct, accurate answers about Morgan Stanley Financial Advisors for an excellent customer experience.

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“AI-powered services have transformed the way people search for financial services, making it vital for financial advisors to provide direct answers everywhere consumers are looking,” said Howard Lerman, Founder and CEO of Yext. “We’re proud to put Morgan Stanley Financial Advisors in control of the facts about them online, so that they can easily provide accurate answers to complex consumer questions and win more business.”

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“A sophisticated digital presence is an absolutely critical component of a potential clients’ shopping process,” said Naureen Hassan, Chief Digital Officer for Morgan Stanley Wealth Management. “In fact, 62%* of respondents to a recent survey said that online information is influential to who they hire as a Financial Advisor.”

By maintaining current page design on the front end and using the Yext Knowledge Engine for their backend Pages management technology, Morgan Stanley Financial Advisors will now be able to quickly and seamlessly engage with clients and prospects in the moments that matter.

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