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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.
  • Reports
  • Individual Reports
  • Trends™ Subscription
  • Advice Benchmarking
  • Inside Advice® Benchmarking
  • Interactive Software
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Trends™ Subscription

Get the most out of our annual research cycle with Hearts & Wallets Trends™ Subscription. This steady flow of incisive consumer, market and competitive data and insights gives you and designated colleagues insights to contribute to your success every month. Benefit from advance access to all Reports, exclusive Monthly Briefings, your choice of Content Licensing opportunities (with certain Trends™ Subscriptions as outlined in our Subscriber Courtesy Use Policy), access to new Explore Qualitative™ research, eligibility to add IQ Dataminer interactive software, favorable pricing on other Hearts & Wallets products, and more!

Trends brings “an understanding of the consumer mindset to the forefront of business decisions, and give us a heads up on emerging trends,” 
– Principal, Client Insights, leading brokerage-dealer
  


How this helps:

  • Power a consumer-centric focus throughout your organization 
  • Benefit from provocative, thorough data and insights
  • Gain insights and objective data to shape strategy, products, and advice and service delivery 
  • Monitor trends to support "consumer-centric thinking"
  • Get responsive answers or request customized analysis when you need it
  • Obtain innovative, fact-based perspectives with Hearts & Wallets briefings, or schedule a special sales event
  • Benefit from an ongoing relationship with Hearts & Wallets experts who understand and can think about your business with you
  • Enjoy the ease to add additional services as the need arises

Elements:

  • Steady stream of insights with 12 months of all research reports
  • Stimulating discussions with 12 months of exclusive live learning Subscriber Briefings
  • Voice of consumer Explore Qualitative™ focus groups input and attendance*
  • Dedicated professional service hours for specific projects and questions
  • Share knowledge through 1 Custom Briefing*
  • Content Licensing for selected Courtesy External Content Use (restrictions apply)
  • Eligible to add Hearts & Wallets interactive software access
  • Flexible options for numbers of subscriber seats

  • * available with specific Trends™ Subscription packages
    Contact Hearts & Wallets for more information


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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.

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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