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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 the Growth Advantage with Explore Qualitative™

Voice-of-the-consumer insights optimize the messaging of today and anticipate the solutions of tomorrow


The Words of Consumers, Curated by Experts

By understanding consumer needs that shape the competitive landscape of tomorrow, senior executives find inspiration and guidance on trends to inform future strategies. Marketing, product development and sales executives can execute more effectively today with actionable insights on how to talk with consumers in their own words. 

Explore Qualitative™ Reports support both firms that want to move first as well as those that prefer to act once an opportunity is apparent. Explore Qualitative™ Research inspires innovation, whenever the moment for execution is right. 

Golden Nuggets of Growth

From one consumer expressing an unmet need for the first time, to groups of consumers hard at work to help the industry understand how they want to talk about a new solution, the golden nuggets sifted from qualitative consumer research become the priceless essence of good growth strategies. See below for Proven Track Record of Seeing the Future.

When it is time to execute, language insights in Explore Qualitative™ Research help sales and marketing optimize communications in the words of the consumer. 

“Hearts & Wallets has brought an understanding of the consumer mindset to the forefront of our business decisions and given us a heads up on emerging trends. The team is passionate, collaborative and creative, working closely with us to identify actionable, relevant insights – we would not have made the same progress without Hearts & Wallets.”  
-- Principal, Client Insights & Strategy, a leading brokerage admired for its growth

Build from a Foundation Free to Explore

Using a syndicated platform confers two advantages on clients. First, Explore can cover topics years in advance of what saving and investing firms might fund on their own. Second, Explore has the freedom to experiment, which can lead to great insights. 

Explore Qualitative™ Reports progress from free-flowing, open-ended explorations to more structured exercises that capture the voice of the consumer on near-term opportunities. Hearts & Wallets experts combine the power of consumer insight with line operations experience in the complex world of saving and investing. This dual understanding allows us to design, moderate and analyze qualitative studies to reveal the details necessary for successful execution: 

  • Explore Envision Reports delve into open-ended dialogues with consumers to learn about emerging phenomena and tap into consumer insight for help in identifying new needs.
  • Explore Exercise Reports cover more structured explorations of topics that emerge as strategically important to determine their viability.
  • Explore Concept Tests reveal consumer reactions to products and services that could be commercialized within 2-3 years or are newly in-market from first movers.
  • Explore Segmentations illuminate important nuances for specific consumer types with different attitudes, behaviors and financial realities. Some of these groups may become the design targets for solutions of the future.
Also see a Case Study to understand how Explore insights work together with Hearts & Wallets consumer quantitative, market sizing and advice benchmark research to give you greater understanding of consumer needs and preferences at the cusp of emerging trends.

Why Start from Scratch? Check Explore First

Just like our other Hearts & Wallets databases, Explore is where you'll want to start when seeking insights about consumer buying patterns and needs. You'll gain vital insights that will make your initiatives more efficient and effective. Expertise in understanding customer comments leads to break-through insights in our Explore Qualitative™ Reports thanks to the experience of our experts who know your business and how to speak to consumers through their understanding in consumer marketing. See the range of insights you can take advantage of now. 

Proven Track Record of Seeing the Future

People often ask, how does Hearts & Wallets manage to see trends so far ahead of time? In addition to combining consumer market expertise with saving and investing line experience, our vantage point and process give us a unique, future-forward perspective. Topic inspiration comes from surprising findings in the Investor Quantitative™ Database and Inside Advice® Database. Senior executives at Trends™ Subscribers provide confidential input on subjects they wish they knew more about, which helps focus on the industry’s most important trends.

A quick retrospective reveals how early Hearts & Wallets begins working on nascent trends, which are now widely recognized as important to innovation. Join us to get an early jump on what's next:

Ask us how Explore insights can work for you and your business.


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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