Strengthen market position
Market Intelligence Reports
Market intelligence reports are the starting point to access H&W’s data, insights and cross-industry perspective. Gain a unique perspective through H&W’s three proprietary databases. Reports highlight the best thinking from H&W subject matter experts and cover a wide range of topics, including advice, pricing, investment products, retirement, financial wellness and digital innovation. Most clients are interested in multiple topics and choose to engage with Reports as Trends™ Subscribers, selecting the access level that fits their organizational size and workflow.
Trends™ Subscription
- Access to all new reports
- Interactive library of current reports
- Exclusive monthly Subscriber Briefings, live and on-demand
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4 access levels to fit budget, organization size and workflow:
- Enterprise+
- Standard
- Basic
- Me+3
Individual Reports
Select reports are available outside of a Trends subscription 6 months after subscriber release:
- Portrait of U.S. Household Wealth
- IQ™ Database Module: Attitudes & Sentiment
- IQ™ Database Module: Investment Products & Asset Managers
- IQ™ Database Module: Stores & Success Metrics
- IQ™ Database Module: Wants & Pricing
Improve business results of customer experiences
Benchmarking & Consulting
Inside Advice® Benchmarking gives you the facts to improve business results, confidently position your advice and guidance experiences to customers and prospects, and prioritize development roadmaps. Conducted under a mutual NDA, in support of advice and guidance teams, Inside Advice® Benchmarking uses standardized customer hypotheticals to benchmark your experiences on 300+ characteristics, showing you where your experiences best fit in the marketplace.
Inside Advice® Benchmarking
- Foundational: see how the recommendations and structure of your advice and guidance experiences compare to market practices
- Full: see capabilities of your customer experiences on four dimensions, identifying strengths and opportunities relative to market and relevant anonymized comparison sets, including validated placement on Inside Advice® Grid and customized insight into pricing and positioning.
- Consistency Testing: see how consistently experiences are delivered across regions.
Consulting Hours
Software customization, open-ended consultations or custom analysis from H&W experts. Custom analysis can include popular H&W methodologies, such as Target Heat Mapping and Opportunity Sizing (TAM-SAM-SOM).
- Software customization and custom analysis for Trends™ subscribers
Inside Advice® Viewer
Accepting design partners now (2025)
Interested in becoming a design partner? Let us know
Save time with customized facts faster
Software & Data Customization
Show your company’s unique perspectives for all fields in the IQ™ Database with custom definitions of consumer segments, design targets and competitive sets. Trends™ Subscribers at Enterprise+ may opt to append client-proprietary questions to the annual IQ™ Database survey to support client-proprietary typing tools and algorithms.
IQ Dataminer
Easy-to-use interactive software that taps into the H&W Investor Quantitative™ (IQ) Database, the broadest and deepest single dataset of its kind, with 1,600 fields optimized for saving, investing and advice businesses. Updated annually with over 5,500 annual respondents, IQ™ Database includes over 120 million datapoints compiled over 12 years from over 80,000 households. Users get immediate answers to fuel your firm’s strategic decisions and can easily customize analyses of consumer financial behaviors, attitudes, buying patterns and competitive metrics for your firm’s retail targets, distribution channels and competitive sets.
- Hone targeting, distribution strategy and messaging with custom segments/design personas
- Analyze buying patterns by “store” (brokerage platforms, banks, wealth and retirement companies)
- View asset manager and money movement competitive data
- Append client-proprietary questions (Trends subscribers at Enterprise+)
Explore Qualitative™ Vault
Anticipate trends and provide language insights to optimize communication when bringing new concepts to market. Covering the forward-looking, open-ended questions that are on the minds of senior executives, Explore Qualitative™ research has a strong track record of seeing disruptive trends.
Explore Qualitative™ Vault contains over 80 qualitative reports on curated conversations with consumers in behavioral and attitudinal segments, as well as 8,000 searchable consumer stories.
- Access all modules (choose 2025, 2024 and/or 2023)
- Access all 50+ historical modules (2010+)
Engage audiences with distinctive content
Licenses for External Use
Initial licenses to H&W content are for internal strategic use to provide cost-efficient access for internal discussions. Beyond internal use, clients may find that select H&W statistics and data fields are helpful for external communications, software applications or statistical analyses.
Licensing H&W content for external use lets clients create distinctive content for marketing, training or thought leadership with select H&W statistics or data for third-party audiences. Content licenses for external use make it easy and efficient to use the exact data desired, for the media and timeframes that suit your strategy and budget. You get facts faster and more cost-effectively than commissioning custom studies, and you’ll already know the story.
Market Statistics
- Packages for campaigns (one-time) or newsletters (periodic) for Trends™ subscribers at Basic and above
Customer Ratings
- Top Performer designations & other customer ratings for Trends™ subscribers at Standard and above
Advice Experience Ratings
- Inside Advice® Grid category & scores for Inside Advice® participants
Data Files
- Data fields for client analyses
- Technology applications