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.
Addressing Consumers' Need For Immediacy And Cost Savings
European consumers continue to make use of all of the touchpoints that eBusiness professionals offer when making purchases. Click and collect serves multichannel buyers' fundamental needs by allowing...
Retailers want to engage multichannel shoppers — that much they know. But who these shoppers are and how retailers go about courting them are entirely different stories. Below is a profile of...

The Payment Methods That Appeal Most And Least To Leisure Travel Bookers
Since 2007, US travelers' usage and interest in alternative payment methods (APMs) for online travel purchases has been slowly, but steadily, increasing. Fifteen percent of US online leisure travel...
We Apply Forrester's STEP Methodology To The eBusiness Solutions Evaluation Process For Financial Services Providers
eBusiness executives at financial services providers have many roles, and one of the more critical is choosing technology solutions that meet their firm's technology-agnostic business problems....
Assessment: The Retail eCommerce Playbook
As retail companies evaluate their eCommerce opportunities, establishing a level set of their current strengths and weaknesses is essential. In 2008, Forrester introduced its proprietary eBusiness...
Forrester conducted an online survey fielded in August and September 2012 of 13,518 European individuals ages 16 to 92. For results based on a randomly chosen sample of this size (N = 13,518), there...
Forrester Technographics Digital Consumer Community Report, February 2012
The economic recession has turned consumers into savvy bargain hunters. Now more than ever, they are on the lookout for the best deals and lowest prices they can find. Forrester conducted qualitative...
Privacy Laws Force Rich Dialogue With Customers
In May 2011, the EU ePrivacy Directive came into effect across Europe. This directive has met with a mixed response at a national level, with some countries jumping to hit the deadline, some stalling...
Ownership of tablet devices is poised for rapid growth with tablet users in the US estimated to grow at a compound annual growth rate (CAGR) of 51% from 2010 to 2015. Already a significant percent of...
Forrester conducted an online survey fielded in August 2010 of 5,608 Canadian individuals ages 18 to 88. For results based on a randomly chosen sample of this size (N=5,608), there is 95% confidence...
Wells Fargo's Second Attempt At Online Chat Finds Incremental Success
Wells Fargo was a pioneer in the use of online chat in 2002. While that initial move into live help met with mixed results, the desire on the team's part to inject human assistance into the process...
Health Insurance eBusiness Professionals Must Press On Despite Low Demand
Health insurance eBusiness professionals have entered the mobile fray. Apps and mobile sites span the administrative and the health and wellness spectrum, but US online commercially insured consumers...
Ensuring Your Website Maximizes Login Resolution
Login management is a critical eBusiness issue. Consumers frequently experience login issues due to their multiple user names and passwords. If login resolution isn't seamless, these customers will...
Demystifying The Hype And Misconceptions Of Social Login For eBusiness
Everyone remembers Microsoft's Passport service, positioned to be a ubiquitous sign-on protocol across the Web and at one time adopted by web giants including eBay, Expedia, and Monster. However, the...
Forrester conducted an online survey fielded in December 2011 of 4,672 US individuals ages 18 to 88. For results based on a randomly chosen sample of this size (N = 4,672), there is 95% confidence...
A Topline Look At eCommerce Growth In Brazil And Mexico
Latin America's online retail markets are dynamic and varied. With the largest economy and approximately 40% of Latin America's Internet users, Brazil will remain the powerhouse in Latin American...
Forrester Technographics Digital Consumer Community Report, May 2012
Pleasing consumers is becoming increasingly difficult, and the experiences encountered while buying a product can make or break a brand’s reputation with its consumers. One bad experience can...