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MoneyMatters Powered by CFM

MoneyMatters Powered by Canadian Financial Monitor (CFM) is a major source of household financial characteristics in Canada. The database is derived from a national survey conducted by lpsos of more than 17,000 respondents and developed with input from the nation's largest financial institutions. It provides users with competitive insights around the household financial characteristics of Canadians, including their preferred banking channels and financial behaviours at the six-digit, postal code level (FSALDU). With national coverage of more than 1,900 variables, the MoneyMatters database is a vital source of consumer information on personal banking, investments, credit and insurance. MoneyMatters data also can be linked to PRIZM, providing segment-based analysis for answering diverse financial questions—an invaluable resource for C-suite executives and frontline managers for customer profiling, strategic planning, trade area analysis and target marketing. MoneyMatters helps financial companies, such as banks, insurance companies and brokerage firms, to promote their services, evaluate potential branch locations and cross-sell products to their key customer segments.  

Below you will find a video (4:27 mins) that covers product details, sources, methodology, applications and key questions about this product. Watching this video will provide you with an overview of the product and give you some ideas for how it can be used in your own work.

Following the video, the release notes are posted as an additional resource.

Additional Resources:
MoneyMatters Powered by CFM Release Notes
MoneyMatters Powered by CFM Release Notes 2020

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