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About Hearts & Wallets

Hearts & Wallets is the resource for retail investor data and insights, combining a consumer marketing framework with financial services operating experience. The company is a catalyst for consumer-driven innovation in retail investing and saving. 

Visit: www.heartsandwallets.com/about 

Call now 800-930-0966 x1

Get Instant Customized Answers

IQ Dataminer delivers the power of Investor Quantitive™ Database to your business opportunities and questions. 

Power Your Way to Growth

Jump start initiatives with immediate access to objective answers. IQ Dataminer interactive software connects you to comprehensive data on U.S. consumer finances, attitudes, and saving and investing buying patterns. With over 1,600 fields for 45,000-plus households, Hearts & Wallets' proprietary Investor Quantitative™ Database has the answers you crave. Unlock the power to see trends, explore hypotheses and analyze relationships. This easy-to-use, intuitive software puts consumer insights and competitive data at your fingertips, inspiring innovation and maximizing efficiency.

Move Forward Faster

IQ Dataminer brings to the saving and investing industry what executives in other sectors have relied on for years: quick access to consumer behaviors and competitive metrics. Whether working in traditional organizations or agile teams, product managers and developers, advice and planning designers, client experience and customer segment managers, marketing communications, competitive intelligence and strategy executives will find the answers they seek with IQ Dataminer.

What Are People Saying?

Users say they love IQ Dataminer – “intuitive,” “really easy” to use!  

"I like IQ Dataminer. I think of it as the 'argument ender.' Instead of wasting time debating, you can get an answer quickly and move on to the real work," – Senior Executive responsible for the business and product managers on 100 scrum teams, large diversified company

"Hearts & Wallets clearly has a Nobel Prize in data visualization," – Chief Strategist, leading clearing platform

“IQ Dataminer is amazing. Spectacular! I understand everything. It's incredibly user friendly,"  VP, Market Intelligence and Thought Leadership, multinational investment management company

"I was looking at all the different options. Oh, my goodness. It is like an amusement park, but for me!” – Leading Journalist, major financial outlet


What Do You Want to Accomplish Today?

  • Build consumer-centric, differentiated solutions 
  • Hone in on optimal design targets for existing and products
  • Innovate products and services with more appeal to consumers
  • Refine distribution strategy with better data on consumer shopping behavior 
  • Identify compelling messaging for key audiences to create persuasive campaigns 
  • Provide immediate, fact-based answers to pressing business questions 

Easy, Personalized Answers

Start with the big picture, and browse the Interactive Data Circle for quick access to a specific topic. Browse all Questions for Analysis topics in the Investor Quantitative™ Database. Or, use our intuitive keyword query. IQ Dataminer makes your searches easy and quick:

  • Simple left hand menu: What, How, When, Who
  • Compare groups with “Segment” 
  • Find your favorite view with “Chart Controls” (“show or hide graph options”)  
  • Default view is year-over-year trends. Swap axes and stack    
  • Analyze a specific “Design Persona” with the “Who” box filter. Compare groups with Segment again if you like 
  • Visualize relationships between any two variables with intuitive “Cross Tab”
  • Use in your presentations. Download image (png) or the data (csv)  

IQ Dataminer Software Platform

Join the growing number of industry leaders who attribute their success to IQ Dataminer.

Built on decades of practical experience in investing, banking and consumer packaged goods at leading companies, this platform grows even smarter, thanks to the collective input of leading financial services firms.

Ready for a Demo?

Please request a 15 - 20 minute demo to learn more about IQ Dataminer. 


About Hearts & Wallets

Hearts & Wallets is the resource for retail investor data and insights, combining a consumer marketing framework with financial services operating experience. The company is a catalyst for consumer-driven innovation in retail investing and saving. 

Visit: www.heartsandwallets.com/about 

Call now 800-930-0966 x1

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