Products & Services
Seeing the future is all about where the view begins. Go farther with a 360-view from a trusted resource. Hearts & Wallets powerful databases deliver the answers with quantitative, qualitative, market sizing and benchmarking research. See beyond the horizon with us.
Presentations
Let Hearts & Wallets inform and entertain your audiences. Whether it’s a business planning kickoff, advisor conference, or a series of training events, in virtual or live formats, Hearts & Wallets subject matter experts provide substantive content and engaging delivery to help move your business forward. Available with certain Trends™Subscriber packages.
What clients are saying about Hearts & Wallets
– “robust data” “useful anecdotes” “more consultative”
– “robust data” “useful anecdotes” “more consultative”
How this helps:
- Engaging thought leaders to take your conference or company forward
- Rich data and insights to encourage innovation throughout your enterprise
- 360 view of financial industry and emerging trends
- Trusted mirror for financial services industry to reflect needs of consumers
Elements:
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Subject matter experts who know financial services and bring fresh consumer marketing insights
- Unrivaled depth and breadth of content drawn from three proprietary Hearts & Wallets databases