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MacroMonitor
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Unlock unparalleled
insight into the financial
needs of US households
Empower your decision-making with guidance from the most comprehensive, single-source survey of US financial needs.
Get a competitive edge
Representing the views of 130 million US households, MacroMonitor uniquely provides 360º insights into all aspects of household financial behavior, attitudes, needs, relationships and trends.
Our robust data covers every financial product, providing the actionable insights you need to drive growth.
Unlock 360º insight into the financial needs of US households
Underpinned by state-of-the-art research methodologies, you are guaranteed an in-depth understanding of your target audiences across all demographics, diversity groups and affluence segments. Anticipate the future with trends from robust data going back 40 years.
With advice from RFI Global’s financial services experts, get the insights you need to identify emerging trends and opportunities, optimize your products and drive innovation, build customer loyalty, drive acquisition and much more.
Our consultants at RFI Global focus exclusively on financial services research to ensure you are equipped with the right data and analysis to drive an in-depth understanding of your market and customers.
Tailored solutions for your teams
For marketing and insights teams:
- Develop better customer propositions
- Enhance customer experience
- Create high-impact customer acquisition campaigns
- Minimize the need for ad-hoc market research
For product teams:
- Optimize your products with precision
- Streamline decision-making processes
- Innovate based on reliable market trends
- Design products that better meet customer needs
- Benchmark product performance
For marketing and insights teams:
- Identify and capitalize on emerging trends
- Drive innovation across your organization
- Boost customer loyalty and drive acquisition
- Grow your market share
- Stay informed about the latest financial services trends
What makes
MacroMonitor
unique?
- Comprehensive coverage: the largest survey of the financial needs, attitudes and behaviors of US households
- Unparalleled consumer insights: covering attitudes, behaviour, brand preferences, product choices, purchasing channels, buying habits, and pricing preferences
- 360º view: holistic data and insights about all financial products and cross-product opportunities
- Life event tracking: integrated attitudinal and behavioural insights covering 39 major life events that shape financial decision-making
- Readily accessible insights: to inform all your strategic and tactical decisions
- Quality assured: robust sampling methodologies refined over 40 years ensure precision, accuracy and reliability
- Expert guidance: leverage the expertise of RFI Global’s dedicated Financial Services research specialists
- Niche audiences: extended insights for ultra-high financial assets holders, emerging affluents, young adults, Hispanic, Black, and Asian households
Trends and Predictions 2025
- Discover 2025’s key financial service trends with RFI Global's data-driven insights on banking, payments, and wealth. Download now!
Why banks need to use AI to create personlisation and customer engagement
- Monzo, Revolut and fintechs dominate retail banking in 2024 as switching rates hit record highs. What’s behind this global shift?
Banking Uncovered Episode 11. Jim Marous: Futureproofing finance part 2 – Customer engagement, branding and next-level innovation in banking
- Jim Marous explains how customer engagement in banking is shifting from passive loyalty to active engagement, driven by innovation.
US housing crisis: The American nightmare
- Discover how rising mortgage rates and shifting priorities are reshaping the US housing market - and what lenders must do to adapt.
Banking Uncovered Episode 11. Jim Marous: Futureproofing finance part 1 – Digital innovation, AI and the dawn of the fintech
- With 34% of consumers ready to switch banks, Charles Green and Jim Marous explore AI, fintech, and digital trends reshaping banking.
The gig economy and the looming retirement crisis
- Navigating retirement planning in the gig economy: Explore the challenges gig workers face and discover the future of 401(k) plans.
How insurance providers can support customers in challenging times
- Australian households are under increased financial pressure and are grappling with insurance affordability as premiums continue to rise.
The future is hybrid: Meeting consumers’ evolving financial advisory needs
- MacroMonitor data shows households that seek advice before major financial decisions are more confident in achieving their financial goals.
