Claritas Financial CLOUT contains current-year and five-year projections of market penetration and dollar balances for more than 100 financial products. Its modeled estimates and projections include all basic banking products and services, such as checking accounts, investments, credit cards, lines of credit and savings products. Based on a nationwide online panel survey of more than 150,000 interviews, the data have been applied to 2018 demographic estimates and 2023 demographic projections, and are presented in 2018 geographic boundaries. The robust sample size allows for data modeling at geographic levels from block groups to national estimates.
Below, you will find some additional resources linked for your reference: release notes and variable list.