Bill Doyle

Vice President, Principal Analyst serving eBusiness & Channel Strategy PROFESSIONALS

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."

Previous Work Experience

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.


Education

Bill is a graduate of Harvard University.

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  • Branding
  • Past 6 months
  • For CMO Professionals

    Report:How To Engage Your Omnichannel Consumer

    Brand Engagement The Consumer Way

    The report "Brand Engagement The Consumer Way," originally written for market insights professionals, highlights key behaviors that today's US online consumers exhibit when they engage with companies...

    • Downloads: 435
  • For Marketing Leadership Professionals

    Report:Marketing Strategy For The Mobile Mind Shift

    Delivering Utility At Speed To Perpetually Connected Customers

    Customers are in the midst of a total mind shift. As a result of their perpetual mobile connections, their expectations have changed. They're not interested in your messaging and logos. They want...

    • Downloads: 370
  • For Marketing Leadership Professionals

    Report:Extend Your Marketing Into Games

    See Through The Myths, And Tap Games As A Medium For Marketing

    Are you looking to deliver interactive, integrated marketing messages and advertising to reach an attractive, broad base of users in a medium where emotional response is predictable and guaranteed?...

    • Downloads: 157
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  • For Security & Risk Professionals

    Charts & Figures:Solutions Manage And Monitor Social Media In Different Ways

  • For Marketing Leadership Professionals

    Report:Make The Switch To The Customer Life Cycle

    Strategic Plan: The Customer Life-Cycle Marketing Playbook

    The customer life cycle provides a better explanation of modern marketing than does the traditional marketing funnel, but most marketers have not yet moved their organizations to the customer life...

    • Downloads: 977
  • For CMO Professionals

    The 21st Century Brand Marketing Playbook

    The Post-Digital Rules Of Brand Building

    In the 21st century, empowered consumers have steered brand marketing into foreign terrain — they have taken the driver's seat and told brands where, when, and how they want to be interacted...

    • For Marketing Leadership Professionals

      Report:Profiling Brand-Loyal And Price-Conscious US Consumers

      A Technographics® Data Essentials Document

      Brand loyalty and price sensitivity guide consumers' purchasing decisions, but these qualities also create unique audiences that embody distinct social attitudes, technology engagement, and...

      • Downloads: 37
    • For Marketing Leadership Professionals

      Report:Select The Right Interactive Agency In China

      Vet Interactive Agencies Against Four Key Criteria To Effectively Drive Your Marketing In China

      The opportunity for interactive marketing professionals to reach and win Chinese consumers via digital channels is enormous. But the threat of failure looms just as large for brands with a shallow...

      • Downloads: 103
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    • For CMO Professionals

      Report:Benchmark Your Brand Building Capabilities

      Benchmarks: The 21st Century Brand Marketing Playbook

      In 2012, Forrester surveyed marketing leaders to get a pulse on their progress toward successfully building 21st century brands. The results show that marketers are in the early stages of 21st...

      • Downloads: 288
    • For Application Development & Delivery Professionals

      Report:TechRadar™ For AD&D Pros: Contact Center Solutions For Customer Service, Q2 2013

      Landscape: The Contact Centers For Customer Service Playbook

      Locking in customer loyalty via deeper engagement and differentiated experiences will continue to be critical priorities for organizations in all sectors in the decade ahead. But navigating the...

      • Downloads: 156
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    • For Marketing Leadership Professionals

      Report:How Extended Packaging Will Redefine Relationships Among Brands, Retailers, And Customers

      A European Perspective On Mobile Bar Codes

      You've seen them everywhere: in the corners of print ads, across billboards, on buses, or in pieces of direct mail — those small blocks of even smaller squares. Marketers are increasingly using...

      • Downloads: 118
    • For Marketing Leadership Professionals

      Report:The Four Social Marketing Tools You Need

      Tools And Technology: The Social Marketing Playbook

      Marketers spend billions of dollars on social media every year, and they're increasingly turning to technology vendors to support their social programs. But for many marketers, the social technology...

      • Downloads: 543
    • For CMO Professionals

      Report:Marketers Need To Put Money Where A Consumer's Mouth Is

      How Consumers Discover New Brands, Products, And Services

      This report, originally written for market insights professionals, includes important content for CMOs and marketing leaders looking to improve discovery of their products and services. The discover...

      • Downloads: 254
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    • For CMO Professionals

      Report:The Marketing Case For A Branded Sales Channel

      Marketers Must Look Beyond Incremental Sales And Margins To Assess The Full Impact Of A Direct Sales Channel

      Every product category has a set of competitors that have a branded route to the customer — such as The Body Shop in cosmetics, Gap in apparel, and Apple in consumer electronics — while...

      • Downloads: 169
    • For Marketing Leadership Professionals

      Survey:North American Technographics® Brand Compass Survey, Q1 2013

      Forrester conducted an online survey fielded in February 2013 of 4,575 US individuals ages 18 to 88. For results based on a randomly chosen sample of this size (N = 4,575), there is 95% confidence...

      • For Customer Insights Professionals

        The Social Intelligence Playbook

        Leverage Social Data To Elevate Customer Intelligence

        Social media's prevalence across the Web gives consumers and brands a new way to connect online. But while most businesses know the importance of social media, most are missing opportunities by not...

        • For Marketing Leadership Professionals

          Report:Maximize Media ROI With A Customer-Centric Approach

          Road Map: The Digital Media Buying Playbook

          This report outlines the road map portion of Forrester's solution for interactive marketing executives working on digital media buying. Moving to a higher level of digital media buying maturity...

          • Downloads: 43
        • For Marketing Leadership Professionals

          Report:The Forrester Wave™: Social Relationship Platforms, Q2 2013

          The Eight Providers That Matter Most And How They Stack Up

          In Forrester's 49-criteria evaluation of social relationship platform (SRP) vendors, we identified the eight most significant vendors — Adobe, Hearsay Social, salesforce.com's Buddy Media,...

          • Downloads: 341
        • For Marketing Leadership Professionals

          Report:Understand Immediacy, Simplicity, And Context

          Processes: The Mobile Marketing Playbook

          This report highlights the key principles of mobile experience that interactive marketers must weave into the process of crafting mobile marketing strategies. More people own smartphones than ever...

          • Downloads: 1380
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        • For CMO Professionals

          Report:How To Build Your Brand With Generation Z

          Generation Z, the generation born after the Millennials, are true digital natives who have grown up in the age of technology. The only world they know is a digital one — where they can connect...

          • Downloads: 287
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        • For Marketing Leadership Professionals

          Report:US Online Hispanics: A Demographic Overview

          North American Technographics®

          This demographic overview highlights the unique behaviors and attitudes that characterize US online Hispanics compared with their non-Hispanic peers. US online Hispanics lead the way in mobile device...

          • Downloads: 61
        • For Marketing Leadership Professionals

          Report:How To Exploit The Database Of Affinity

          And Why Google, Not Facebook, Will Dominate Affinity Marketing

          Every day, huge numbers of people tell us what they like by voting for things, talking about things, reviewing things, and engaging in other online social interactions. All these behaviors add up to...

          • Downloads: 155
          • Rating:
        • For Application Development & Delivery Professionals

          Report:TechRadar™ For AD&D Pros: The Extended CRM Technology Ecosystem, Q1 2013

          Landscape: The CRM Playbook

          Locking in customer loyalty through deeper engagement and differentiated experiences will continue to be critical priorities for organizations in all sectors in the decade ahead, but navigating the...

          • Downloads: 433
          • Rating:
        • For Customer Experience Professionals

          Report:The Unified Customer Experience Imperative

          Delivering Experience Excellence Across A Fractured Network Of Digital Touchpoints

          Today's digital landscape is distributed across an array of touchpoints and devices. With customers able to interact through multiple channels at any given moment, firms need to ensure that they...

          • Downloads: 1077
          • Rating:
        • For Customer Insights Professionals

          Report:Design A Social Intelligence Function

          Organization: The Social Intelligence Playbook

          Finding and acting on insights gleaned from online and social discussions requires the right combination of a clear objective, business planning, technology, and, most importantly, people to do the...

          • Downloads: 572
         
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