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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66 results in Everything

  • Branding
  • Past 12 months
  • For Marketing Leadership Professionals

    Report:2013 Interactive Marketing Predictions

    The Ultra-Connected Customer Will Upturn Marketing

    In 2013, the ultra-connected customer base will grow at a staggering pace, destabilizing marketing as you've come to know it. This report identifies the changes you'll see in your customers'...

    • Downloads: 620
  • For eBusiness & Channel Strategy Professionals

    Survey:North American Technographics® Consumer Deep Dive: Investigating The Customer Life Cycle (Engage Phase) Survey, Q2 2012 (US)

    Forrester conducted an online survey fielded in June 2012 of 4,506 US individuals ages 18 to 88. For results based on a randomly chosen sample of this size (N = 4,506), there is 95% confidence that...

    • For CMO Professionals

      Report:Consumers Demand More From 21st Century Brands

      Landscape: The 21st Century Brand Marketing Playbook

      Empowered consumers threaten the traditional building blocks of brand equity, as they have greater influence than ever over brand preference, recommendation, and pricing power. In February 2012,...

      • Downloads: 394
      • Rating:
    • For Market Insights Professionals

      Charts & Figures:Demographics And Attitudes

      A Technographics® Data Essentials Document

    • 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: 440
    • For CMO Professionals

      Report:How To Build Your Brand With Branded Content

      Traditional marketing vehicles are becoming less effective in capturing and engaging the attention of today's perpetually connected consumers. Chief marketing officers (CMOs) must adapt their...

      • Downloads: 458
      • Comments: 3
      • Rating:
    • For CMO Professionals

      Report:Four Steps To Build Your Brand Experience

      Road Map: The 21st Century Brand Marketing Playbook

      Once the brand has its strategic bearings laid out — the North Star, the experience map, and its brand compass — it's time to cast off and start thinking about how to plan for the brand...

      • Downloads: 420
      • Rating:
    • 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: 991
    • For CMO Professionals

      Report:Chart A New Course For Your Brand

      Strategic Plan: The 21st Century Brand Marketing Playbook

      In order to build and preserve brand equity in the face of higher consumer expectations and support 21st century brand marketing, CMO and marketing leadership professionals must develop a strategic...

      • Downloads: 412
      • Rating:
    • For Marketing Leadership Professionals

      Report:2013 Planning Brief: Listen To Customers, Engage With Influencers

      How To Build A B2B Influencer Engagement Initiative

      As you plan your 2013 social marketing initiatives, one area for you to focus on is influencer identification and engagement. B2B social marketers have begun to move beyond reactive responses to...

      • Downloads: 262
      • Rating:
    • For Customer Insights Professionals

      Tool:Forrester Wave™: Enterprise Listening Platforms, Q2 '12

    • 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: 292
    • For Customer Insights Professionals

      Report:Uncovering The Value Of Social Intelligence For B2B Companies

      Business-to-business (B2B) companies that do not already have a social media strategy or a listening platform are at risk of being left behind. While social media and business-to-consumer (B2C)...

      • Downloads: 312
      • Rating:
    • 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: 257
      • Rating:
    • 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 eBusiness & Channel Strategy Professionals

        Report:How Consumers Discover New Brands, Products, And Services

        A Technographics® Data Essentials Report

        Discovery is the first phase of the customer life cycle — it's the crucial time when consumers first find out about new brands, products, and services. If the "Discover" phase is successful,...

        • Downloads: 100
      • For CMO Professionals

        Report:Marketers Need To Acquire Adaptive Skill Sets

        Organization: The Marketing Mix Optimization Playbook

        Most marketers have earned their stripes through corporate work experience and business-school training that takes a top-down linear approach to marketing planning and optimization. Today, the...

        • Downloads: 600
      • 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: 162
        • Rating:
      • 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 Marketing Leadership Professionals

          Report:Build A Push And Pull Social Marketing Process

          Organization: The Social Marketing Playbook

          To prepare for the future of interactive marketing, as marketers you must follow the CORE directive to: customize marketing experiences, optimize decisions and processes, respond to changing market...

          • Downloads: 970
          • Comments: 3
        • For Customer Experience Professionals

          Report:Implement Your Digital Customer Experience Strategy

          Road Map: The Digital Customer Experience Improvement Playbook

          This report is an update to "How To Build An Implementation Road Map For Your Digital Customer Experience Strategy" originally published on August 11, 2011. In a world of proliferating digital...

          • Downloads: 1769
          • Rating:
        • For Marketing Leadership Professionals

          Report:Social Marketing Spending In 2011

          Benchmarks: The Social Marketing Playbook

          Despite the tremendous hype and even some pockets of success, our most recent social media benchmarking survey shows that social marketing is still at an early stage. In fact, most interactive...

          • Downloads: 2005
          • Rating:
        • For CMO Professionals

          Report:Invest In The Brand Building Experience

          Business Case: The 21st Century Brand Marketing Playbook

          In the age of the customer, brand building is more important than ever to differentiate offerings and create long-term customer value. However, marketing leaders still need to convince their C-suite...

          • Downloads: 350
        • For Marketing Leadership Professionals

          Report:Power Your Brand Ecosystem With Social Media

          Vision: The Social Marketing Playbook

          You already know your audience uses social media; one minute they're planning vacations on Twitter and the next they're toppling governments with the help of Facebook. And because your customers use...

          • Downloads: 1022
          • Comments: 2
          • Rating:
        • For Marketing Leadership Professionals

          Report:Spotlight On Award-Winning Communities

          Processes: The B2B Online Community Playbook

          This report showcases the exemplary community processes into practice by Forrester's 2011 Groundswell Award winners and finalists. These community leaders did not achieve success by luck, rather they...

          • Downloads: 493
         
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