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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.
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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.

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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:

  • 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
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Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

Reminder

Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

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