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Morgan Stanley chooses Yext Brain to help manage financial advisors' digital knowledge


Morgan Stanley has selected Yext, a provider of digital knowledge management software, to help 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.

Yext's AI-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 and enhance their prospecting success.

By maintaining current page design on the front end and using the Yext Knowledge Engine for their back-end pages' management technology, Morgan Stanley financial advisors will now be able to seamlessly engage with clients and prospects in the moments that matter.

"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.

Using Yext will help put Morgan Stanley financial advisors in control of the facts about them online, so that they can provide answers to complex consumer questions and win more business, Lerman added.

More information is available at www.yext.com and www.morganstanley.com.


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