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2010–11 MacroMonitor

The MacroMonitor is the largest comprehensive retail financial-services database and marketing program that has measured, analyzed, and interpreted consumer attitudes, behaviors, and motivations continuously since 1978.

The 2010–11 MacroMonitor began fielding in June 2010. Given the ongoing financial crisis and uncertainty around consumers' financial attitudes and needs, this study will be the most important of the program's 32-year history. In these uncertain times the MacroMonitor team is committed to providing you with the tools for your organization's success.

2010–11 MacroMonitor: What Do Clients Receive?


Target of 3,800 respondents, 2,300 of whom represent a national random cross section of U.S. households and approximately 1,500 of whom are from an oversample of affluent households (in ASCII format).

Customized Crosstabulations

A three-volume set of crosstabulations incorporating responses to all survey questions. Subscribers specify a custom banner of up to 18 target populations.

Custom Graphic Analysis

A set of 500+ customized PowerPoint slides depicting up to six user-specified populations; available electronically or in hard copy.

Top-Line Findings

Survey results in questionnaire format and trended to the previous year's results.

Presentations of Findings

Onsite client presentations of MacroMonitor findings: one standard executive and one custom (one hour each, one per year).

Products and Services Volume

Life Stage analysis of incidences and trends for each financial product and service in the MacroMonitor survey—available on request.

Marketing Reports

Periodic concise reports highlighting timely issues or special market segments. We encourage clients to suggest report topics.

MacroMonitor Market Trends Newsletter

The latest news about and insight into consumers' financial behaviors and attitudes; text-only version of the newsletter via e-mail each month.

Available at Additional Cost

  • Additional site license
  • Fully labeled ready-to-run files with syntax in SPSS, SAS, and Quanvert
  • Successful Retirees Analysis*
  • Additional custom crosstabulations
  • Additional Custom Graphic Analysis
  • Prepaid customer service
  • Half-day work session
  • Custom presentation and work session
  • Custom marketing report
  • Segmentation workshops

* Contingent upon a minimum number of subscriptions and available to MacroMonitor sponsors only.