See the Wealth Market More Clearly.

Independent market intelligence for wealth management leaders making decisions about customers, products, growth and advice/guidance experiences.

H&W Solutions

About H&W

Intelligence That Keeps You Ahead of the Market

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 how your firm can identify opportunities for growth.

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

Putting the Intelligence to Work

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.

One Connected View of the Wealth Marketplace

Trends™

Ongoing market intelligence through subscriber reports and interactive briefings led by H&W subject matter experts, combining proprietary data, analysis and industry perspective to deliver actionable findings.

IQ™ Dataminer

Interactive intelligence for exploring markets, customer segments, financial behaviors and opportunities.

Inside Advice® Benchmarking

Competitive intelligence that evaluates advice, guidance and service experiences to identify strengths, gaps and opportunities.

EQ™ Vault

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.

Bringing it Together.

See the Market From Every Angle

Knowing who buys what, where, at what price – and how they feel about it – improves go-to-market strategy, execution and results for many functions.

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?

Understanding what end investors want and buy is the key – across all distribution channels – to earning the right to help households manage more of their wallets.

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

LINE FUNCTIONS

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
STAFF FUNCTIONS

STRATEGY

  • Size markets
  • Obtain competitive metrics
  • Track emerging trends
  • 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*