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.
Sorry — your search returned 0 results within Reports, so we expanded it to include Everything.
27753 results in Everything

Mobile Banking's Time Has Finally Come
Applications maintenance pricing models are in flux. While many clients want to move beyond staff augmentation relationships, finding the right type of pricing to employ in the managed context can be...
Henry - Practical use cases has long been a missing part of the Ontology story. Thank you for the real world view. Bob Eve, Composite Software
Australian Banks Excel In Supporting The Online Application
Forrester evaluated the public Web sites of the big four Australian retail banks — Australia and New Zealand Banking, Commonwealth Bank of Australia, National Australia Bank, and Westpac...
Forrester surveyed 224 direct marketers to understand how relations with internal and external partners affect technology adoption. Across the board, marketers recognize the need to improve customer...
Our latest featured podcast is Jim Kobielus' "The New Decade Of Advanced Analytics: Roll Over Rocket Scientists!". In this podcast, BP&A Senior Analyst Jim Kobielus discusses the increasing...
Is this really a statistically significant sample? It's likely that the vendors gave you references which they thought would shine a positive light on their toolset. What percentage of the IC-BPMS...
This Technographics Data Chart examines the multitasking habits of consumers who use the Internet while watching Television. Differences in yearly trends, generations, and online activities are...
At its recent analyst event, Ericsson outlined its strategy, product, and service ambitions. Ericsson remains the overall benchmark for network infrastructure vendors. The company has a leading...
The Very Small Business Profile: Growing, Young, And Mobile
The very small business (VSB) market is growing in importance for an increasing number of tech vendors, in large part due to the fact that it is the fastest-growing company-size segment in terms of...
Discrepancies between test and production environments are the root cause of an alarming number of problems in deployed software. Creating a test environment that's a full replica of the production...
Most IT organizations "get" the service management concept and many have implemented and improved their processes, and the interrelationships of these processes, to support and service the business....
Emerging Smartphone Use By Information Workers Opens Doors For Vendors
Understanding how information workers use smartphones and applications enables marketing executives across the mobile value chain to successfully develop products and services to address the needs of...
I was thrilled to be back in São Paulo last week visiting with different companies in the eCommerce space. I met with over a half dozen online retailers, as well as other players in the...
Buying business software is a highly considered, collaborative process, one ideally suited for community interactions. Recently, Forrester surveyed software decision-makers to see how digital and Web...
I attended SAP Insider’s five-part conference -- covering Logistics & Supply Chain Management, PLM, Manufacturing, CRM, and Procurement & Materials Management -- and got a chance to catch up...
Well researched and insightful article. I would have liked to see references to web service/schema standards adoption included (for example, MISMO, ACORD, IFX, etc.) but the statistics are...