Rfi

RFI Global (MacroMonitor) — MacroMonitor — a continuous annual household survey of US consumer financial behaviour and attitudes, positioned as the largest single-source study of its kind and grossed up to represent ~130 million US households. Delivered as respondent-level micro-data plus derived segment and trend layers: coverage of every retail financial product (deposit, credit, investment, insurance, mortgage), brand and channel preferences, purchasing and pricing behaviour, cross-product holding patterns, attitudes and financial-wellbeing measures, and triggers around 39 tracked major li…

Rfi offers (Alternative, Sentiment, Fundamental) — Est. ~1-1.6 million responding-household records cumulatively (roughly 25-40K respondents per annual wave across ~40 annual waves), each carrying several hundred to over a thousand coded variables — so tens to low hundreds of millions of coded observations across the archive. Substantial per-respondent depth rather than raw record volume..

Consumer-finance demand modelling and product-gap/cross-sell analysis; lifetime-event-driven needs prediction (which financial product a household needs next, off a 39-event trigger vocabulary); churn and primary-bank-switch propensity modelling; pricing-sensitivity and channel-preference calibration; financial-wellbeing and vulnerability scoring for conduct/regulatory reporting; segmentation of hard-to-reach groups (ultra-HNW, emerging affluent, young adults, diverse households) that behavioural panels under-sample; and as a labelled attitudinal ground-truth set for calibrating or evaluating behavioural inference models — the rare ingredient that pure transaction data cannot supply.

The data is with 40 years of history.

Coverage spans US; Research & Consulting Services, Consumer Finance, Life & Health Insurance; alternative, sentiment, fundamental; equities.