About Forrester
Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

Bill serves eBusiness & Channel Strategy Professionals. He specializes in the attitudes and behaviors of mass-affluent and affluent investors; online investing; brokerages, mutual funds, and insurers; financial advisors; financial firms' websites; and customer loyalty. He has helped brokerages, asset managers, and insurers design their websites and understand their market opportunities. His recent reports include "Segmenting Today's Investors."
During his 12 years at Forrester, Bill has led the company's coverage of the financial services industry. He has led research on other industries as well, including media and online advertising. Bill is the author of several Forrester Big Idea documents, including "Customer Advocacy: The Secret To Loyal Financial Services Customers."
Before joining Forrester, Bill spent 14 years designing, building, and running online services for business and consumer users. As a producer-in-chief for the AT&T Business Network, Bill led the design and implementation of one of AT&T's first web-based products. He also led the development and launch of Ziff-Davis Interactive's services for Prodigy.
Before Ziff-Davis, Bill was a vice president and creative director of new product development at Citibank, where he led the development of the user interface and applications for the first full-screen consumer telephone. He also managed relationship marketing for Citibank's PC banking service. Prior to Citibank, Bill helped build and then run Huttonline, the first-ever online service from a full-service brokerage. He was also a researcher and writer at Newsweek.
Bill has been widely quoted in publications including BusinessWeek, The New York Times, USA Today, and The Wall Street Journal. He is a much sought-after speaker and moderator at conferences. As host of Forrester's Financial Services Forum for 10 years, Bill has conducted on-stage interviews with the chairmen and CEOs of dozens of major firms, including American Express, Bank of America, Capital One, Charles Schwab, Citi, Edward Jones, and Vanguard.
Bill is a graduate of Harvard University.
A Profile Of One Of The Winners Of The InfoWorld/Forrester Enterprise Architecture Award
EA organizations often toil out of the limelight, working with their firms to improve business-IT alignment, rationalize the application portfolio, and guide technology use. Forrester teamed up with...
Five Artifacts Underpin An Effective Program
Architects in any domain have no time to waste creating deliverables that wind up collecting dust on a shelf. Information architects, who have historically had a particularly difficult time engaging...

Service-Oriented Architecture Has Reached A Mature State In Banking
Today's financial services firms often find their application landscape can no longer cope with their most urgent business drivers. Forrester's Q3 2012 Global Financial Services Architecture Online...
Smaller IT shops of fewer than 150 staff members have a hard time dedicating separate staff to strategic activity such as EA. But in any environment, goals and processes without owners are likely to...
Successes And Lessons Learned From Customer References
The EA management suite (EAMS) is the next step in the evolution of EA tools. Going beyond modeling and standards repositories, the EAMS addresses pragmatic EA objectives such as IT planning, road...
Processes: The Business Architecture Playbook
Business architecture (BA) is the practice through which an organization adds analytical rigor to the planning and decision-making surrounding change. Whether changes are driven by competitive...

In Q3 2010, Forrester Research and the International Institute of Business Analysis (IIBA) partnered to survey 1,461 business analysts (BAs), systems analysts, software requirements engineers, and...
Business Impact: The Business Architecture Playbook
This report outlines the business impact of Forrester's solution for enterprise architecture (EA) executives working on business architecture. This report is designed to help you align the strategic...

Findings From Our Q3 2010 Global Financial Services Architecture Online Survey
During the summer of 2010, Forrester surveyed 80 IT decision-makers in financial services (FS) firms in Europe, North America, and, for example, Australia, Japan, and South Africa. Our findings show...
Findings From Forrester's Q3 2010 Global Financial Services Architecture Online Survey
Forrester's Q3 2010 Global Financial Services Architecture Online Survey shows that financial services firms fall into two groups: One focuses on single vendor technology stacks, allowing for easier...
Profile Of An InfoWorld/Forrester Enterprise Architecture Award Winner
Forrester teamed up with InfoWorld to identify five leading enterprise architecture (EA) organizations using practices that yield measurable business value. Skandia UK and International provides an...
The Q3 2012 Global Financial Services Architecture Online Survey Continues To Show A Focus On Transformation
Today's financial services firms often find that their application landscape is no longer able to cope with their most urgent business drivers. Forrester's Q3 2012 Global Financial Services...
Technology Is Just Part Of The Answer To Building A Next-Generation Sales Site
The next generation of online financial services sales needs more of a change in thinking and approach than a change in technology. Forrester believes the next generation of online sales in financial...
Value streams and capability maps are both business architecture tools that can create a platform for strategic discussion and executive decision-making. Architects, business analysts, and process...

A Profile Of One Of The Winners Of The InfoWorld/Forrester Enterprise Architecture Award
Forrester teamed up with InfoWorld to identify five leading EA organizations using practices that yield measurable business value. In large organizations such as Barclays Bank, which spans 50...