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• About CFD • What's New in CFD? • 2008–09 MacroMonitor • 30 Years and Counting • Information for Survey Participants • Publications • Presentations • Contact CFD • MacroMonitor Market Trends Newsletter • RIIA Strategic Research Series Consumer Financial Decisions Learn more about trends in retirement from the RIIA Strategic Research Series reports, written by SRIC-BI's Consumer Financial Decisions and Turner Consulting. The Standard in Consumer Financial-Services Research The Consumer Financial Decisions (CFD) group provides a wide range of strategic planning, marketing, and research services to leading financial institutions, associations, and government agencies. CFD's MacroMonitor program offers the largest and longest-running comprehensive financial-services database used in measuring, analyzing, and interpreting consumer attitudes, behaviors, and motivations continuously since 1978. The 2008–09 MacroMonitor: Celebrating 30 Years of Leadership and Insight The key to understanding the full range of financial needs facing U.S. households is participation in the MacroMonitor program—the industry standard for measuring, analyzing, and interpreting consumer financial behavior for more than a quarter century. The MacroMonitor program gives financial institutions the most comprehensive tool to help their customers meet their financial needs. The MacroMonitor offers financial services providers access to a massive survey database, standard and customized deliverables, responsive customer service, topical reports, executive presentations, work sessions, and a host of ancillary consulting services. The basic philosophy of the MacroMonitor program is to provide a comprehensive, holistic understanding of financial consumers—their financial needs and trade-offs—so that financial-services providers can make critical strategic and tactical decisions about what products to offer and which market segments to serve. Customized Solutions Through individualized consulting projects we work with you to create customized solutions to meet your research and marketing needs. Our areas of expertise include: Strategic Planning Consult with all types of financial institutions to size markets, identify strengths and weaknesses, and develop opportunities Provide crucial data input for client projects using SRI Consulting Business Intelligence’s (SRIC-BI’s) proprietary Scenario-Planning and Opportunity-Discovery strategic-planning tools Market Segmentation Partner with clients to develop effective custom segmentations Provide clients access to CFD’s proprietary Life Stage, Age Cohort, and Socioeconomic Level segmentation systems, including our new Life Stage segments Child Free, Revolving Retired, Traditional Retired, and Post Retired Data Linkages Provide linkage of MacroMonitor data to segmentation and scoring systems such as PrizmNE, P$YCLE, MicroVision, IXI's Inve$tyles and Echelon, IAP's Empirics, and FICO Offer an established process for appending selective variables to MacroMonitor data through TransUnion, Equifax, Experian, and Acxiom Provide linkage of MacroMonitor data with SRIC-BI's VALS™ consumer psychographic segmentation system to provide clients with the why of consumer behavior in the financial marketplace Custom Oversamples Field the MacroMonitor survey to a random or customized sample of your customers Ad Hoc Services Data consulting Custom analysis and reports Training and workshops Custom presentations

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