The Power of Competitive Consumer Buying Patterns
Independent market intelligence for wealth management leaders making decisions about customers, products, growth and advice/guidance experiences.
LATEST TRENDS™ REPORTS
Portrait™ of U.S. Household Wealth 2026: How Advice Increases Preparedness as Investable Assets & Diversity of Retirement Visions Hit New Highs
“Guaranteed Income in Retirement with Survivor Benefits”: Features and Positioning that Address Dual Growing Needs
State of Advice & Guidance 2026: Strategies to Increase Coverage & Competitive Trends in Experiences for Wealth $5M+
WHY H&W
Intelligence That Keeps You Ahead of the Market
Trusted by leading U.S. financial services firms, Hearts & Wallets brings together proprietary data, market analysis and the customer voice to provide a comprehensive view of the U.S. wealth marketplace. Understand who controls the money, what customers want, where assets are moving and where opportunities for growth exist.
”H&W has brought an understanding of the consumer mindset to the forefront of our business decisions and given us a heads up on emerging trends.
PrincipalClient Insights & Strategy
Three Proprietary Databases
The Data Behind H&W’s Intelligence
H&W’s three proprietary databases provide a multidimensional view of the U.S. wealth marketplace—combining quantitative customer intelligence, competitive advice and experience intelligence, and the qualitative voice of the customer.
Investor Quantitative™
Database
135M
Data points on consumer behavior and competitive buying patterns
Inside Advice® Database
60K
Data points on the structure of customer advice experiences points on consumer behavior and competitive buying patterns
Explore Qualitative™ Database
8K
Curated consumer stories on emerging products and services
H&W Solutions
One Connected View of the Wealth Marketplace
H&W’s databases power a suite of solutions that transform data into actionable market intelligence—connecting market, customer and competitive perspectives to inform decisions across the organization.
”You have data and credibility. No one comes this close to this level of scrutiny and rigor.”
SVP, Customer Solutions GroupMajor financial services company
Trends™
From Market Intelligence to Business Growth
Ongoing market intelligence through subscriber reports and interactive briefings led by H&W subject matter experts, combining proprietary data, analysis and industry perspective into actionable findings.
IQ™ Dataminer
Competitive Buying Patterns That Drive Business Strategy
Interactive quantitative intelligence to explore who buys what, where and at what price—across markets, customer segments and competitors.
Inside Advice® Benchmarking
The Intelligence Behind Wealth Innovation
Competitive intelligence to evaluate advice, guidance and service experiences—revealing strengths, gaps and opportunities to improve.
EQ™ Vault
Empowering Wealth Leaders to See What’s Next
Searchable qualitative intelligence from the Explore Qualitative™ (EQ™) Database, capturing consumer perspectives on unmet needs, strategic issues and new concepts shaping the future of retail saving, investing and financial advice.
THE H&W ADVANTAGE
See the Market From Every Angle
Bring together market, customer and competitive intelligence for a more complete view of the forces shaping the wealth marketplace.
Market Sizing
How big is the market?
Money Movement
Where is the money going?
Competitive Buying Habits
What are consumers buying? And what is influencing their choices?
Customers & Segments
Who controls the money?
Advice & Guidance Experiences
How does your firm compare?
Enterprise Market Intelligence
Empowering Smarter Decisions Across Your Firm
H&W market intelligence supports decision-making across the organization—helping teams identify opportunities, better understand customers and strengthen strategies for growth.
H&W Use Cases Throughout a Firm
WEALTH & ADVICE EXPERIENCE
- Optimize customer and prospect experiences
- Improve conversion, consolidation and retention
- Strengthen advice and guidance
PRODUCT & INNOVATION
- Size and prioritize market opportunities
- Optimize products, features, pricing and distribution
- Identify opportunities to increase net flows
SEGMENT MANAGEMENT
- Define and size target segments
- Understand customer needs and behaviors
- Increase satisfaction and share of wallet
SALES & DISTRIBUTION
- Identify and prioritize target opportunities
- Anticipate customer needs and pain points
- Improve conversion
STRATEGY
-
Size markets
-
Obtain competitive metrics
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Track emerging trends
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Research potential partners/acquisitions
COMMUNICATIONS
- Find inspiring ideas
- Optimize communications with language that resonates
- Cite favorite HW statistics
INSIGHTS & ANALYTICS
- Partner with internal clients
- Deliver actionable business insights
- Manage budget efficiently by starting with H&W data
RESEARCH INSTITUTES
- Conduct original research using H&W platform
- Create inspiring thought leadership
- License raw H&W data*
FROM INSIGHT TO IMPACT