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”

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 


  • 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