Morgan Stanley Financial Advisors In Control With Yext


Morgan Stanley has announced a new technology partnership with Yext to provide its Financial Advisors with a tech platform to create and manage their business sites and digital presence. Morgan Stanley will also leverage Yext’s intelligent search capabilities to enhance prospecting success.



Yext – established in 2006 – is a NYC-based company that operates in the space of online brand management. Their AI-ready data structure will enable Morgan Stanley to create and relate information about their network of individual Financial Advisors, advisory teams and branches. This smart data structure will be used to power over 15k Financial Advisors websites, maximizing their visibility in search, integrating with CRM, event management and other capabilities, and facilitating conversational AI via voice assistants and chatbots, in order to provide direct, accurate answers about Morgan Stanley Financial Advisors.

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

“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. We’re proud to put Morgan Stanley Financial Advisors in control of the facts about them online, so that they can easily help provide accurate answers to complex consumer questions and win more business.” – Founder and CEO of Yext, Howard Lerman.

Bottom Line: a combination of human capital, technology, intellectual capital and customized financial solutions.