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.
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What are best practices in developing a partnership tool kit?
Are there any advantages to being aligned to industry versus just products for SMB marketing?
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How eBusiness Executives Can Adapt To Changing Consumer Behavior
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Within the next 12 to 18 months, most IT managers worldwide will significantly alter their mobile computing strategies due, in part, to the prevalence of consumer smartphones, maturing...
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Can Forrester give some guidelines on the process of competitive intelligence?
This is probably one of the top 10 inquiries I get from clients. Should I have a mobile coupon offering? If so, what form of mobile technology should I use? Our new report, "Mobile Coupons: Gold...
A Consumer Product Strategy Introduction To The Personal Cloud
Consumers are embracing cloud services now without realizing it. Amazon.com's Kindle, the Palm Pre, Spotify, virtually every Google product, and a raft of products from other brands are now using...
I’m at my desk preparing for the Forrester Infrastructure & Operations Forums in Las Vegas (May 24-25) and Paris (June 19-20). I'm hoping to collect a few more real-life examples of “Greenfield”...
Travelers Seeking Deals And Discounts Online Have Increased 55% Since Q4 2007
The effects of the US recession are painfully visible in the increase in leisure travelers looking for travel deals and discounts online. Sale Seekers — US online leisure travelers who use...
Forrester's Competitive Site Assessment Ranks 10 US Airlines
Forrester evaluated the Web sites of the 10 largest US-based network and low-cost carriers — AirTran Airways, Alaska Airlines, American Airlines, Continental Airlines, Delta Air Lines, JetBlue...
The Demographic Profiles And Attitudes Of US Individual Purchasers Of Health
Who's purchasing individual insurance? And why? To answer these and other questions, we looked at Forrester's North American Technographics® Healthcare Online Survey, Q2 2008. We found that...
The deluge of customer data shows no signs of abating. The perpetually-connected customer leaves data footprints in every interaction with a brand. This presents tremendous opportunities for...
CMOs must bury the marketing funnel and embrace the customer life cycle. More than a century after its first use, marketing leaders still use the "marketing funnel" to describe three key aspects of...
My organization is just beginning to externally expose services for our first native mobile application. We currently have a single sign-on (SSO) security infrastructure for our web applications....
Over the past few weeks, I’ve been part of a group that picked the winners of Forrester’s Voice Of The Customer Awards for 2011. I can’t yet tell you the names of the three winners...