See the Wealth Market More Clearly.
Independent market intelligence for wealth management leaders making decisions about customers, products, experiences and growth.
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
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.
Bring H&W intelligence together to understand the forces shaping the wealth marketplace and uncover opportunities for growth.
Market Sizing
Customer
Behavior
Money Movement
Enterprise Market Intelligence
Empowering Smarter Decisions Across Your Firm.
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Wealth/Advice Experience
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.
Strategic Impact
Stronger investment strategies, better experiences ..
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