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MacroMonitor Marketing Reports

Marketing Reports from 2006–07 MacroMonitor Data
Segmenting Financial Institutions' Most Dedicated Customers Vol. VIII, No. 4 Jan. 2008
Opportunity on the Rise: Marketing Financial Services to Gen X and Gen Y Vol. VIII, No. 3 Oct. 2007
The State of Retirement: Denial No More? Vol. VIII, No. 2 May 2007
First Peek at the 2006 Data Vol. VIII, No. 1 Feb. 2007

 
Marketing Reports from 2004–05 MacroMonitor Data
Why Banks Should Win the Organic-Growth Wars Vol. VII, No. 6 Nov. 2006
Boomerang Households: Financial Consequences of an Emerging Social Phenomenon Vol. VII, No. 5 Apr. 2006
Why Age, Income, or Assets Don't Work: The Dangers of One-Dimensional Targeting Vol. VII, No. 4 Dec. 2005
How Much Risk Are Consumers Willing to Take? Vol. VII, No. 3 Mar. 2005
First Peek at the 2004 Data Vol. VII, No. 2 Feb. 2005
One State, Two State, Red State, Blue State Vol. VII, No. 1 Jan. 2005

 
Marketing Reports from 2002–03 MacroMonitor Data
Optimizing Marketing Performance: Linking the MacroMonitor to Markets, Customers, and Prospects Vol. VI, No. 11 Oct. 2004
Cross-Selling, Consolidation, and Aggregation: Progress Report for Financial Convergence Vol. VI, No. 10 Aug. 2004
Segmentation in the Twenty-First Century: Financial Behavior of the VALS™ Segments Vol. VI, No. 9 Jun. 2004
Make Way for Gen X Vol. VI, No. 8 Apr. 2004
Redefining Retirement: The Post Retirement Life Stage Vol. VI, No. 7 Feb. 2004
Serving Households with Special Financial Needs Vol. VI, No. 6 Jan. 2004
KISS: Keep It Short and Simple Vol. VI, No. 5 Oct. 2003
2004: A New Order Vol. VI, No. 4 Aug. 2003
Twenty-First–Century Retirement: The Revolving-Retired Life Stage Vol. VI, No. 3 Jun. 2003
Trust in Financial Institutions and Professionals Vol. VI, No. 2 Apr. 2003
First Peek at the 2002 Data Vol. VI, No. 1 Feb. 2003

 
Marketing Reports from 2000–01 MacroMonitor Data
Megatrends and Financial Services Vol. V, No. 14 Jan. 2003
America's Mainstream Minorities Vol. V, No. 13 Nov. 2002
The Saver Market: Simple, Conservative Consumers Vol. V, No. 12 Oct. 2002
Three-Levered Annuity: The Last Retirement Account You'll Ever Need Vol. V, No. 11 Sep. 2002
Living on Borrowed Money Vol. V, No. 10 Jul. 2002
The Millionaire Market: Wealth Management in Transition Vol. V, No. 9 May 2002
Financial Illiteracy: The Challenge in Retirement Planning Vol. V, No. 8 Mar. 2002
Crisis in Consumer Confidence Vol. V, No. 7 Feb. 2002
E-Finance: Critical Mass for the Digital Masses? Vol. V, No. 6 Jan. 2002
Servicing the Hispanic Market: The Stakes Go Up Vol. V, No. 5 Sep. 2001
Redefining Retirement Vol. V, No. 4 May 2001
Bankruptcy is Failure Vol. V, No. 3 Apr. 2001
Overlap of Retirement Products in US Households Vol. V, No. 2 Mar. 2001
First Peek at the 2000 Data Vol. V, No. 1 Feb. 2001

 
Marketing Reports from 1998–99 MacroMonitor Data
Child Free: Financially Uninvolved or Financially Underserved? Vol. IV, No. 8 Nov. 2000
Marketing Financial Services: In-Person Selling versus Direct Marketing Vol. IV, No. 7 Jul. 2000
Financial Services and the Digital Divide Vol. IV, No. 6 Apr. 2000
Online Banking: Catch the Next Wave Vol. IV, No. 5 Jan. 2000
Who are the Best Prospects for Specific Financial Services? Vol. IV, No. 4 Jul. 1999
Risk Tolerance and Life-Stage Marketing in Financial Services Vol. IV, No. 3 Apr. 1999
Women as Financial Consumers: Gaining Ground Vol. IV, No. 2 Jan. 1999
First Peek at the 1998 Data Vol. IV, No. 1 Jan. 1999

 
Marketing Reports from 1996–97 MacroMonitor Data
Business-Owner Households: Attractive, Sophisticated, and Active Vol. III, No. 13 Nov. 1998
Long-Term-Care Insurance Vol. III, No. 12 Nov. 1998
Asian-Americans: Through the Middle Class and Beyond Vol. III, No. 11 Aug. 1998
U.S. Hispanics: A Promising Market Comes of Age Vol. III, No. 10 June 1998
Targeting the Affluent: A VALS™ Strategy Vol. III, No. 9 Apr. 1998
Impact of the Taxplayer Relief Act of 1997: The New Market for IRAs Vol. III, No. 7 & 8 Jan./Feb. 1998
Affluent Attitudes: Changes in the 1990s Vol. III, No. 6 Dec. 1997
The Hidden Affluent Vol. III, No. 5 Nov. 1997
High-Tech Users among the Downscale Vol. III, No. 4 Nov. 1997
The Unbanked Vol. III, No. 3 Sept. 1997
Financial Services and African-American Households Vol. III, No. 2 Jun. 1997
First Peek at the 1996 Data Vol. III, No. 1 Apr. 1997

 
Marketing Reports from 1994–95 MacroMonitor Data
Inflation-Indexed Bonds Vol. II, No. 15 Feb. 1997
The Wealthiest 3%: Households with Financial Assets of a Half Million or More Vol. II, No. 14 Dec. 1996
Primary Financial Institutions Vol. II, No. 13 Oct. 1996
The Importance of Local Ownership Vol. II, No. 12 Aug. 1996
Hispanic Consumers in the United States: A $220 Billion High-Growth Market Vol. II, No. 11 Jun. 1996
Tax Simplification: Potential Consumer Impact Vol. II, No. 10 Mar. 1996
Credit Cards: Targeting by Features Vol. II, No. 9 Feb. 1996
Fairness of the U.S. Financial System Vol. II, No. 8 Dec. 1995
Life Stages and Purposes for Borrowing Vol. II, No. 7 Nov. 1995
Goals for Savings and Investments by Life Stages Vol. II, No. 6 Nov. 1995
Targeting Online Consumers Will Demand New Approaches Vol. II, No. 5 Oct.1995
At the Corner of Wall and Main: Mutual Funds at the Crossroads Vol. II, No. 4 Aug. 1995
Personal Financial Planning: Meeting the Consumers' Needs Vol. II, No. 3 Jun. 1995
How the Affluent Have Changed Vol. II, No. 2 May 1995
First Peek at the New Data Vol. II, No. 1 Mar. 1995

 
Marketing Reports from 1992–93 MacroMonitor Data
Trauma and Financial Needs Vol. I, No. 10 Dec. 1994
Life Stages II: Incidences and Depth of Financial Needs Vol. I, No. 9 Nov. 1994
Changes in Life Stages and Financial Needs Vol. I, No. 8 Oct. 1994
Reassessing Low-Income Households Vol. I, No. 7 Sept. 1994
Today's Novice Traders, Tomorrow's Mainstream Market Vol. I, No. 6 Aug. 1994
Asian-Americans: Addressing a Different Culture Vol. I, No. 5 Jul. 1994
Young Kids: Making a Financial Difference Vol. I, No. 4 Jun. 1994
Twentysomethings: The Up-and-Coming Group Vol. I, No. 3 May 1994
The Semiretired Household: An Undiscovered Segment Vol. I, No. 2 Apr. 1994
Women Are Different! Vol. I, No. 1 Mar. 1994



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