MacroMonitor Marketing Reports
Marketing Reports from 2008–09 MacroMonitor Data
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July 2009:
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May 2009:
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January 2009:
Archived Marketing Reports
Marketing Reports from 2006–07 MacroMonitor Data
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October 2008:
Bank-Oriented Core Customers: Can Banks Keep Them and Gain More?
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January 2008:
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October 2007:
Opportunity on the Rise: Marketing Financial Services to Gen X and Gen Y
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May 2007:
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February 2007:
Marketing Reports from 2004–05 MacroMonitor Data
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November 2006:
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April 2006:
Boomerang Households: Financial Consequences of an Emerging Social Phenomenon
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December 2005:
Why Age, Income, or Assets Don't Work: The Dangers of One-Dimensional Targeting
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March 2005:
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February 2005:
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January 2005:
Marketing Reports from 2002–03 MacroMonitor Data
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October 2004:
Optimizing Marketing Performance: Linking the MacroMonitor to Markets, Customers, and Prospects
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August 2004:
Cross-Selling, Consolidation, and Aggregation: Progress Report for Financial Convergence
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June 2004:
Segmentation in the Twenty-First Century: Financial Behavior of the VALS™ Segments
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April 2004:
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February 2004:
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January 2004:
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October 2003:
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August 2003:
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June 2003:
Twenty-First–Century Retirement: The Revolving-Retired Life Stage
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April 2003:
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February 2003:
Marketing Reports from 2000–01 MacroMonitor Data
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January 2003:
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November 2002:
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October 2002:
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September 2002:
Three-Levered Annuity: The Last Retirement Account You'll Ever Need
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July 2002:
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May 2002:
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March 2002:
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February 2002:
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January 2002:
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September 2001:
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May 2001:
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April 2001:
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March 2001:
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February 2001:
Marketing Reports from 1998–99 MacroMonitor Data
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November 2000:
Child Free: Financially Uninvolved or Financially Underserved?
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July 2000:
Marketing Financial Services: In-Person Selling versus Direct Marketing
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April 2000:
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January 2000:
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July 1999:
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April 1999:
Risk Tolerance and Life-Stage Marketing in Financial Services
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January 1999:
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January 1999:
Marketing Reports from 1996–97 MacroMonitor Data
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November 1998:
Business-Owner Households: Attractive, Sophisticated, and Active
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November 1998:
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August 1998:
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June 1998:
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April 1998:
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Jan/Feb 1998:
Impact of the Taxplayer Relief Act of 1997: The New Market for IRAs
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December 1997:
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November 1997:
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November 1997:
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Sept. 1997:
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June 1997:
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April 1997:
Marketing Reports from 1994–95 MacroMonitor Data
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February 1997:
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December 1996:
The Wealthiest 3%: Households with Financial Assets of a Half Million or More
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October 1996:
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August 1996:
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June 1996:
Hispanic Consumers in the United States: A $220 Billion High-Growth Market
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March 1996:
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February 1996:
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December 1995:
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November 1995:
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November 1995:
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October1995:
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August 1995:
At the Corner of Wall and Main: Mutual Funds at the Crossroads
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June 1995:
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May 1995:
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March 1995:
Marketing Reports from 1992–93 MacroMonitor Data
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December 1994:
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November 1994:
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October 1994:
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Sept. 1994:
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August 1994:
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July 1994:
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June 1994:
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May 1994:
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April 1994:
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March 1994:
