Understanding consumer change is critical to your business. The MacroMonitor is essential because only the MacroMonitor provides a single integrated source of data about all households' financial needs, priorities, constraints, preferences, behaviors, and attitudes. In challenging and changing times, the CFD team is committed to providing tools for your organization's success.
The 2012–13 MacroMonitor began fielding in June 2012.
- 2012–13 MacroMonitor Deliverables
- 2012–13 MacroMonitor Schedule
- 2012–13 MacroMonitor Sample Sizes
- 2012–13 MacroMonitor Subscription Form
2012–13 MacroMonitor: What Do Clients Receive?
A national probability sample representing all US economic households. An oversample of affluent households ($100K or more in income or $500K or more in assets excluding the primary home) is included. Data are in ASCII format. Data include over 200 calculated variables such as Net Worth, Total Debt, Investable Assets, and Life Stages.
An online, interactive-training workshop to orient you and demonstrate how your organization accesses and uses data.
Two comprehensive crosstabs (in Adobe PDF format) with responses to all survey questions. The standard banner includes age cohorts, socioeconomic strata, and life stages. The affluent banner includes millionaires, core customers (based on the institution where the household keeps most of its assets), and investment-focus segmentation.
Download a sample crosstab page
Standard Graphic Analysis
Two copies of more than 600 customized PowerPoint slides covering the majority of the survey's questions. One set includes Life Stage segments; the other includes Age Cohorts.
A comprehensive set of crosstabs (in Adobe PDF format) with responses to all survey questions. Subscribers specify a custom banner of up to 18 target populations. Significance testing is available.
Custom Graphic Analysis (CGA)
More than 600 custom PowerPoint slides with up to six user-specified populations: available electronically or in hard copy.
Download a sample CGA
Survey results in questionnaire format trended to the previous year's results.
Presentation of Findings
Onsite subscriber presentation of MacroMonitor findings: one standard executive and one custom presentation (one hour each; one per year).
Products and Services Report
Life Stage analysis of incidences and trends for specific financial products and services from the three most recent MacroMonitor surveys: available on request.
Periodic, concise reports each with a focus on economic-household populations of timely importance. We encourage subscribers to suggest report topics.
MacroMonitor Market Trends Newsletter
A monthly email newsletter of important financial trends in consumers' attitudes or behaviors.
Two days (16 hours) of consulting that subscribers can use for quick analysis, interpretation of findings, crosstabs, graphics, or segmentation advice.
Subscribers have a password-protected website for use by their institution to access the majority of MacroMonitor's deliverables, such as the Top-Line volume, standard crosstabs, CGAs, marketing reports, webinars, newsletters, and deliverables from prior MacroMonitor waves to which they subscribed.
Available at Additional Cost
- Additional site license
- Data CD with fully labeled, ready-to-run files with syntax in SPSS, SAS, and Quanvert
- Additional custom crosstabulations
- Additional sets of Custom Graphic Analysis
- Prepaid consulting and service
- Custom weighting
- Half-day work sessions
- Custom presentations and work sessions
- Custom marketing report
- Executive briefing
- Segmentation workshop
- Proprietary Recontact Omnibus
- Customer oversample