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.
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...

Continuous Improvement: The 21st Century Brand Marketing Playbook
Managing brand health has become more complicated as the expansion of marketing, sales, and service channels creates a vast array of consumer data that can be used for analysis in the 21st century....
Tools And Technology: The Social Intelligence Playbook
With the incessant growth of social networks, more and more businesses turn to listening platforms — technology and services vendors that help companies manage, learn from, and measure social...


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...

B2B Marketers Must Focus On The Social Rather Than The Media
When it comes to using social media to attract customers, business-to-business (B2B) marketers have focused more on the media than the social aspect. Today, B2B marketers use social media as another...

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...
How Nine Vendors Stack Up In A Constantly Changing Market
In Forrester's 64-criteria evaluation of enterprise listening platforms vendors, we found that Radian6 and Visible Technologies lead the pack because of their variably functional dashboards and...

Forrester believes that chief marketing officers (CMOs) must abandon the century-old marketing/sales funnel and embrace the customer life cycle in order to better manage their customers' interaction...

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...

Vision: The Mobile Marketing Playbook
This report introduces Forrester's vision of mobile marketing for interactive marketing professionals: Discover the new ultra-connected customer, for whom mobile is the key touchpoint. In 2010, we...

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...

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...
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,...
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...
The Quest For Market Share And Mindshare In An Age Of Higher Standards
Like the ruins of Rome, the traditional pillars of brand equity are cracking under the weight of the higher standards of the 21st century consumer. Marketers are disoriented in this world where they...

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,...

How Vendors Will Drive Co-Creation Uptake By Product Strategists
Co-creation will become a pillar of product innovation by 2015. Although the market remains relatively immature, we have witnessed growing awareness of co-creation from our clients across a wide...
Align Your Interactive Brand Ecosystem To The Customer Life Cycle
B2B interactive marketers' isolated experiments in emerging channels like social media and mobile marketing are often disconnected from bread-and-butter sales support and lead generation efforts. But...

Consumers have higher expectations of 21st century brands, requiring marketers to rethink how they navigate the brand, from reestablishing the brand's North Star to creating a consistent set of brand...
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...
Landscape: The Social Intelligence Playbook
Over the years, we've evaluated the tools that marketers use to monitor, measure, and learn from online conversations. These listening platforms capture social media to help users analyze data and...
Factor The Real Risks And Opportunities Into Your Own Domain Strategy
The application window for generic top-level domains (gTLDs) is upon us. Some organizations think that this is the greatest opportunity ever to take control of their online identity, while others...
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...
As social media becomes more prevalent, the data it creates becomes a critical research and insight-generation activity. Businesses turn to listening platforms to harvest the rich trove of consumer...
Harnessing Digital Data To Monitor The Brand's Past, Present, And Future Health
Big data holds big promise for marketers who want to understand and manage their brand's health with greater precision. But challenges abound. While the technology is available to process new sources...
