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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6 results in Reports

  • Bill Doyle
  • Financial Services
  • Technology Product Strategies
  • For eBusiness & Channel Strategy Professionals

    Report:How Clients Want To Interact With Financial Advisors

    Younger Consumers Prefer Online Chat, Websites, And Email

    Now more than ever, clients are using new channels to communicate with their financial advisors. Younger clients show a strong preference for communicating with advisors through digital channels like...

    • Downloads: 721
  • For eBusiness & Channel Strategy Professionals

    Report:How US Consumers Research And Buy Investment Products

    Purchasers Have Often Researched Through A Different Channel

    Over the past year, 7% of US online adults have purchased an investment product. While the online channel is the most popular channel for researching, the in-person channel is the most popular for...

    • Downloads: 552
  • For eBusiness & Channel Strategy Professionals

    Report:US Millionaires Use Multiple Channels To Interact With Their Financial Advisors

    Satisfaction Rises With Range Of Channels Used — Not Just Contact Frequency

    Four in five US millionaires have financial advisors, and they use a variety of channels to communicate with them: three or more, on average, in the past year. Phone and in-person are the most widely...

    • Downloads: 546
  • For eBusiness & Channel Strategy Professionals

    Report:Organizing For eBusiness In Financial Services: Panel Study Results

    Forrester recently surveyed members of our eBusiness, channel and product management research panel to examine organizational models and structures. Most panelists from large financial services...

    • Downloads: 204
  • For eBusiness & Channel Strategy Professionals

    Report:Free Online Trade Offers Won't Grab Market Share

    But Wells Fargo's Offer, Like Bank Of America's, Will Change Investor Expectations

    A new offer of free online trades from Wells Fargo, like a recent offer from Bank of America, won't succeed in taking meaningful market share from any of the top direct brokerages because few of the...

    • Downloads: 112
  • For eBusiness & Channel Strategy Professionals

    Report:Free Online Trades Won't Trigger A Price War — Yet

    Bank of America Offer Won't Grab Market Share, But It Will Change Investor Expectations

    Offers of free online trades from Bank of America and upstarts haven't forced the top direct brokerages to lower their own commissions. It's no surprise: Few US households trade often enough to...

    • Downloads: 82