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 Framework For Prioritizing Proposed Mobile Services Offerings
"How do I prioritize the buildout of our mobile services?" is a question we hear often from clients. Forrester offers a mobile services prioritization framework to help companies develop a short-,...
The Convenience Quotient Of Mobile Services: A Facebook Case Study
Although a majority of consumers still prefer the traditional PC to a mobile phone when performing any task related to eBusiness, our research shows that mobile penetration continues to rise....
Benchmarks: The Mobile eBusiness Playbook
Like mobile measurement, mobile benchmarking is still in its infancy. Hard-to-come-by benchmarks challenge eBusiness and channel strategy professionals to understand how their investment levels...


Broad Reach Among Consumers Demands That Mobile Messaging Is In The Mix
An Empowered Report: 2D Bar Codes: Learn Why There's No Urgency
2D bar codes have captured the attention of eBusiness professionals in many industries who are looking to bridge the gap between online and offline media. The stakes are high. Those who execute well...
How many of you are still outsourcing your mobile application development because your internal technology "just doesn't get it"? I interviewed 25 eBusiness professionals in 2012 about their...
How To Prepare For Mobile Total Product Experiences
Mobile is evolving at a breakneck pace — and as a result, it no longer belongs as a secondary consideration within the organization's larger strategy. Unlike in prior iterations of the mobile...
I was standing out in Union Square in San Francisco a couple of weeks ago. It brought back memories of my "crazy lady in Macy's" journey. This time, I was standing on the sidewalk in front of...
I was walking through DuPont Circle in Washinton DC last week. I stumbled upon Axis Salon. I was so intrigued by the glass storefront that I had to hang up the phone and stare. The salon front was...
Multichannel customers have traditionally been more profitable for consumer product, service, and media companies. Consumers who shop both online and in-store spend more. Multichannel media...
Best Practices: The Mobile eBusiness Playbook
Mobile technologies are tactics — not strategies in themselves. Too often mobile services conversations start with "let's build an app." Instead, decisions like these should only be undertaken...

I saw a story this morning on Mobile Commerce Daily: "Fontainbleau targets upscale, on-the-go consumers via mobile presence." I've been a guest at the hotel for the past day so I can't...
"A phone is a phone. A phone stays at home. A phone doesn't go with me in the car or out on the town." Not quite the skill set of Dr. Seuss, but this is a direct quote from my 78-year-old...
ScanLife reported that the amount of scanning traffic was 30x higher during Thanksgiving weekend than one year ago. Wow! Product purchases from the application were also up nearly threefold. Books...
Multiyear Strategies And Larger Investments Define This Year
With more than 1 billion smartphones in consumers' pockets at the beginning of 2013, mobile is driving a second Internet revolution that's even more profound than the first one. Mobile creates new...

eBusiness Professionals Should Employ These Tactics To Engage Consumers
2D bar codes have gone from an obscure topic in technology circles to a hot topic in print media and retail circles as a way to connect customers to their offerings through a mobile interface. But...

Mobile will be the most important digital channel for the foreseeable future. Mobile devices have the potential to eclipse fixed devices attached to the Internet in the foreseeable future. They are...
I listened to the Mark Zuckerberg interview from the TechCrunch Disrupt event in San Francisco this week. There were a few choice quotes (I'll paraphrase them here - these are not...
Tools And Technology: The Mobile eBusiness Playbook
New phone features and capabilities are cropping up seemingly by the day. At the same time, this fast-paced change is dramatically affecting how eBusiness professionals interact with their teams and...

Messaging Is The Ultimate Catalyst For Consumer Engagement
With its ubiquity and simplicity, messaging can be a powerful tool for eBusiness professionals. They will find that the most effective uses of messaging will be to enhance other touchpoints by...

About four or five months ago, I was on a United flight bound to the east coast from San Francisco. For reasons I don't remember, I had booked the ticket on Orbitz (I usually book directly so my...
Vision: The Mobile App Development Playbook
With more than 1 billion smartphones worldwide, and tablets numbering in the hundreds of millions, the scope of the mobile revolution rivals that of the move from monolithic systems to client/server...

Microsoft Tag had a big announcement this week. It announced: March had the greatest number of Tag scans since Tag launched in January 2009, with more than 50 percent more scans than any other...
Executive Overview: The Mobile eBusiness Playbook
eBusiness and channel strategy professionals are faced with the challenge of an ever more connected consumer. Yet only recently have they begun to set mobile strategies in place. The mobile eBusiness...

Vision: The Mobile eBusiness Playbook
Consumers will adopt and use convenient services and products. In mobile, this translates to services that offer immediacy and simplicity through a highly contextual experience. The ability to...
I get this question a lot from clients, and I saw a good example today so . . . I thought I'd share. How should we promote our services? Should we use TV? Online? Banner ads on cell...