MacroMonitor Tools for Success

At CFD we recognize that the MacroMonitor—with its 92-page questionnaire, more than 3,700 variables, 4,100 household observations, and 30 years of expertise and trended data measuring consumers' financial needs, behaviors, and attitudes—can be overwhelming. That's why we have so many easy-to-use tools and services to help you get the most out of your MacroMonitor subscription. Among the tools and services we provide are:

• Customer service. Let our highly responsive and trained analysts help you with your most pressing research needs. Who can find answers to your questions faster than those individuals who are immersed in the data everyday? We know you are working with fewer staff and research dollars than ever before. Let us be your research team. No matter how big or small your request may be, we are always here to help you.
• Proprietary projects. We can provide you tailor-made project results quicker and more efficiently than any other research provider can. Need a cluster, needs-based, cross-sell, or competitive analysis to assist in your most recent marketing effort? We can do it—and trend the results to 30 years' worth of high-quality, time-tested data.
• Segmentations. MacroMonitor data can be segmented to create virtually any population. Not only have we created our own special segmentations, such as Life Stages and the Revolving Retired, but we can replicate and re-create your own propriety segmentations that you use to define your customers and prospects. Want to learn about Green Investors, Child-Free Households, Extended Adolescence, or Boomers with investable assets of $100,000 or more, for example? We have the data.
• Custom crosstabulations. You specify the populations of interest, and we create anywhere from a handful of tables to a three-volume set of crosstabulations that incorporate responses to each and every survey question.
• Custom graphic analyses. A set of 500+ customized PowerPoint slides portraying up to six populations that you select can help you visualize key information about and differences between your segments. The deck is available both electronically and in hard copy; slides are easily extractable and can be used with little or no editing in internal meetings and executive presentations.
• Hard data. Regardless of the format—ASCII, SPSS, SAS, or Quanvert—you have the actual, ready-to-run data at your fingertips to use when you need them.
• Marketing reports. These periodic reports focus on critical issues and special market segments. Have a topic that you think would make for an interesting marketing report? Let us know! Clients are encouraged to suggest report topics.
• Market Trends Newsletter. The MacroMonitor Market Trends Newsletter highlights the vibrancy of the data by providing context to the latest news about financial consumers' behaviors and attitudes. Newsletter topics cover the entire spectrum of financial services and are published monthly.
• WARP. This online Web-access service makes running crosstabulations easier than ever before. Create, test, manipulate, and save new variables all within this online platform to help you gain insights into consumers quickly and efficiently.
• Presentations. Client presentations of MacroMonitor findings are available with each subscription. Presentation topics provide explanations for long-term trends and their implications for financial-services providers and can stimulate new product ideas and marketing approaches. Or you can request a presentation on the topic you need.
• Work sessions. With more than 30 years of experience, members of the CFD team can help you with your most challenging research endeavors. Armed with MacroMonitor data, we will visit your offices, present background findings, and work with you interactively to help solve your most pressing strategic questions.
• Data appends. The MacroMonitor has long-standing relationships with various data providers to leverage geodemographic, product-use, credit-bureau, census, and other consumer-classification tools. By appending PRIZM, P$YCLE, IPA, Inve$tyles, Wealth Complete, Cohorts, InfoBase, PersonicX, FICO, VALS™, or other data codes to the MacroMonitor, you can enhance your understanding of the differences and similarities between and among your target consumers.
• Psychographics. The MacroMonitor is the best source for complete attitudinal trends and psychographic profiles. Whether you use VALS™ to create richly textured consumer profiles or personas that include psychological motivations, attitudes, behaviors, lifestyles, and demographics or our unique attitudinal segmentation created from a factor analysis of the 123 individual attitude items, we have the data to help you delve deeper than ever before into the mind-set of the financial consumer.
• Affluent oversample. Because our dataset includes many more high-income, high-asset respondents than would normally occur in a random sample, we can create custom affluent segments using your specific definitions and analyze samples for low-incidence products and consumer populations.
• Other services. A multidisciplinary team can work with you to identify and analyze issues, develop scenarios, and create strategies for competing successfully in today's complex and uncertain environment.

In times like these, we understand that you must do more with less. Let us help you. The MacroMonitor with its broad scope and coverage and expertise can help you in this challenging business environment.