Data points on competitive buying patterns
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Customers of long-term Hearts & Wallets Trends™ subscribers are 70% more likely to use those firms as their primary firm [1]
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Average share of wallet at long-term Hearts & Wallets Trends™ subscribers is 36% higher than non-subscribers [1]
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Hearts & Wallets Trends™ subscribers Are 2.5x More Likely To Be In Positive Net Flows Than Non-Subscribers [2]
Over 70% of Hearts & Wallets Trends™ subscribers experienced positive net flows in 2022. This compared to just 30% of non-subscribers. Consider a Hearts & Wallets Trends™ subscription to help your organization build customer, product and distribution strategies to support asset growth.