Executive Presentations

Presentations are an essential method by which subscribers gain industrywide perspective on the state of consumers' financial households. With three decades of data, CFD's MacroMonitor has an unparalleled ability to trend data. Trended data provide an understanding of how consumers are changing, show direction for the future of the financial-services industry, uncover potential business opportunities, and offer insights about new product and service development potential.

Each MacroMonitor subscription includes two onsite presentations—one each year. A presentation consists of a one-and-a-half-hour informal presentation of topic-specific data with knowledgeable commentary and a half-hour Q&A session. Chose from one of CFD's most popular topics (see below), or ask for a presentation customized to your institution's specific needs.

Popular Topics

• The Consumer Recovery. The MacroMonitor's longevity and breadth provide financial-service providers with insights about where consumers are heading and future business opportunities that consumers' financial needs present.
• The New Normal. The recent recession has affected every area of consumers' financial needs. However, strong evidence indicates that the extent of the trauma has irrevocably changed many consumers. This presentation provides a clear idea of how consumers have changed.
• Redefining Retirement. Starting in 2001, CFD defined how retirement would change in the twenty-first century. With a decade of data, CFD can detail how retirement has changed many households. To assist financial providers meet these changes, this presentation describes the unique financial needs associated with the various stages of retirement.
• Solutions Marketing. New solutions are essential to meet consumer-households' financial needs. This presentation explores ways in which MacroMonitor can be useful to determine which cross-silo product and service combinations will be most attractive to meet targets' financial needs.
• Segmentation. Consumer segmentation is an effective method to characterize and understand the marketplace. Depending on the objectives of your enterprise, some segmentations are more useful than others. This focus of this presentation is on how to use MacroMonitor to create and compare segmentations to identify which will have the greatest value to help you achieve your goals.
• Financial Needs and the New Economy. Both consumers and financial-services providers face challenges in the new economy. Many consumers are disillusioned and disengaged; many financial institutions need new revenue streams. MacroMonitor includes questions about households' financial needs and the usefulness of current products and services to meet these needs and is the basis of this presentation.

Other Services

CFD integrates with other SBI services such as SBI Consulting, VALS™, Scan™, and Explorer. In addition to providing MacroMonitor deliverables and access to financial-consumer experts, CFD provides subscribers with entrée to cross-disciplined teams of senior-level statisticians, seasoned survey designers, technology analysts, consumer-psychology experts, and process professionals adept at helping you manage your institution's innovation cycle.