Morgan Stanley partners with Yext to power online presence for advisors

By Folake Dosu  |  December 13, 2018

fintech-morgan-stanley-yext

In 2018, getting your financial advisory services in front of potential investors means having a robust digital presence. Research says that more than 60 percent of consumers rely on online information when making a hiring decision for a financial advisor.

Information Age reports that in a bid to boost the online presence of Morgan Stanley’s financial advisors, the financial giant has enlisted online brand management firm Yext to improve prospecting and put these professionals in control of their digital footprint.

Financial advisors from Morgan Stanley will use the AI-powered Yext Knowledge Engine for the creation and management of business pages and presence, including “across maps, apps, search engines, voice assistants and other intelligent services,” powering over 15,000 advisor websites per Information Age.

“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 a statement.

“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.”

“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.”

This partnership with Yext is the latest in a slew of fintech partnerships for the Wall Street veteran, which include BlackRock/Aladdin, Hearsay, Investnet, Salesforce, Solium, Twilio and Yodlee among others, according to their press release.

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