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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209 results in Reports

  • Enterprise Architecture Strategy & Process
  • For Enterprise Architecture Professionals

    Report:Information Architecture Planning Toolkit

    As business executives develop an appreciation for the potential value in their information assets, they're looking to architects to help them dramatically improve their information management and...

    • Downloads: 69
    • Comments: 2
  • For Enterprise Architecture Professionals

    Report:Forrester's Architecture Skills Assessment Tool Kit: Assessment Tool

    The purpose of this assessment tool is to serve as a starting point to help managers and employees discuss the development of skills typical to various architecture roles. It works as a communication...

    • Downloads: 60
  • For Application Development & Delivery Professionals

    Report:API Design, Part 1: REST Is The Leading But Not Only Option For Your APIs

    Favor Pragmatic REST Over REST Theory; Use SOAP And MOM Where Appropriate

    To fully exploit the business opportunity available through application programming interfaces (APIs), your designers must consider each API's purpose and audience as they answer a wide range of...

    • Downloads: 445
    • Rating:
  • For Enterprise Architecture Professionals

    Report:Readiness Assessment For Information Strategy And Architecture Toolkit

    Developing a cohesive information strategy that can deliver on current and future business needs is challenging. Building an information architecture is a highly collaborative endeavor, and to...

    • Downloads: 81
  • For Application Development & Delivery Professionals

    Report:API Design, Part 2: Design Messaging Styles By Balancing Reach With Your Other Design Goals

    To Foster API Acceptance, Design Around Your API Users' Messaging Preferences And Need For Other Capabilities

    To fully exploit the business opportunity available through application programming interfaces (APIs), your designers must consider each API's purpose and audience as they select messaging types for...

    • Downloads: 399
    • Rating:
  • For CIO Professionals

    Report:The CIO's Role In Business Transformation

    Nearly all business transformations today are technology-dependent and focus on breaking traditional business silos. These are high-risk, high-complexity projects that require knowledge of...

    • Downloads: 538
    • Rating:
  • For Enterprise Architecture Professionals

    Report:Connecting Strategy To Execution

    A Profile Of Enterprise Architecture Award Winner MasterCard And Its Business-Centered EA

    In 2013, MasterCard received one of the five InfoWorld/Forrester Enterprise Architecture Awards for its innovative approach to connecting business strategy to project execution. In a period of...

    • Downloads: 316
    • Rating:
  • For Enterprise Architecture Professionals

    Report:Identify Essential Methods For Your Business Architecture Program

    Processes: The Business Architecture Playbook

    Business architecture (BA) is the practice through which an organization adds analytical rigor to the planning and decision-making surrounding change. Whether changes are driven by competitive...

    • Downloads: 864
    • Rating:
  • For Application Development & Delivery Professionals

    Report:The Business Architect Cometh

    Embrace This New Role To Drive Business Technology Transformation

    You may have heard the term "business architect" in your travels; if you haven't, you soon will. This emerging role will be vital in leading business transformation, including your own improvements...

    • Downloads: 885
  • For Enterprise Architecture Professionals

    Report:Focus Your Information Strategy On Business Impact

    Executive Overview: The Information Strategy And Architecture Playbook

    Enterprise architecture (EA) professionals face the challenge of burgeoning business interest in maximizing the potential of new and existing information assets in the face of immature information...

    • Downloads: 643
    • Comments: 1
  • For Enterprise Architecture Professionals

    Report:Connecting Strategy To Execution: The Living BT Investment Road Map

    Road Map: The Strategic Planning And Portfolio Playbook

    Demand for faster delivery means firms must efficiently communicate their prioritized strategic intent and develop a set of investments that gives executives confidence that they will achieve...

    • Downloads: 377
  • For Enterprise Architecture Professionals

    Report:Forrester's Data Governance Toolkit

    This toolkit provides a methodology to renew your data governance and adapt to data economy drivers. It also addresses the upcoming issues that IT trends like cloud, big data, and predictive...

    • Downloads: 65
    • Rating:
  • For Application Development & Delivery Professionals

    Report:API Design, Part 3: Make Transactions And Error Handling Clear In Your API Designs

    Ensure That Your Choice Of Messaging Style Does Not Interfere With The Design Clarity Of Your API

    To fully exploit the business opportunity available through application programming interfaces (APIs), your designers must consider each API's purpose and audience as they answer a wide range of...

    • Downloads: 381
    • Rating:
  • For CIO Professionals

    Report:Shifting From Rules To Guardrails

    How To Ensure Sustainability In An Empowered BT Organization

    Cloud computing services are designed to be directly consumed by business leaders, developers and consumers, and thus your company’s employees are bringing them into the business and using them...

    • Downloads: 662
  • For Enterprise Architecture Professionals

    Report:Mobilize, Monetize, And Harvest Enterprise Content With Interoperability Standards

    The CMIS Standard Is Solving Real-World Content Management Challenges

    Standards can help and hinder enterprise architecture. Successful standards let technology managers adopt systems that work together with minimal customization. Poor standards inhibit innovation and...

    • Downloads: 136
  • For Enterprise Architecture Professionals

    Report:Emerging Technology Innovation Needs New Tools

    Tools And Technology: The Emerging Technology Playbook

    Business leaders want to use technology to innovate and thus think technology selection is important. Meanwhile, our research suggests that many IT departments still rely on the same old methods to...

    • Downloads: 487
    • Comments: 1
    • Rating:
  • For Enterprise Architecture Professionals

    Report:A Framework For Information Management And Consumption Technology

    Tools And Technology: The Information Strategy And Architecture Playbook

    Enterprise architects carry the heavy responsibility of planning for elaborate implementations of complex technology. They must weigh the implications of the plans for all of the related architecture...

    • Downloads: 1299
    • Comments: 1
    • Rating:
  • For Enterprise Architecture Professionals

    Report:Assessing The Fitness Of Your Architecture

    Forrester's Architecture Assessment Framework Measures Five Dimensions Of Fitness

    Firms are investing more in enterprise architecture to drive business performance. In our discussions with enterprise architecture (EA) practitioners, however, we've found that they commonly perceive...

    • Downloads: 407
    • Comments: 3
    • Rating:
  • For Enterprise Architecture Professionals

    Report:Forrester's Business Capability Portfolio Assessment: Tool

    Even experienced executives have difficulty in deciding on the right mix of strategic investments. Business architecture leaders can assist executives in making the right decisions through the use of...

    • Downloads: 43
  • For Application Development & Delivery Professionals

    Report:API Design, Part 4: Future-Proof And Secure Your APIs To Fit Your Usage Scenarios

    Data Ownership Guides Security; Versioning Strategy And Open-Ended Design Protect Your APIs' Futures

    To fully exploit the business opportunity available through application programming interfaces (APIs), your designers must consider each API's purpose and audience as they answer a wide range of...

    • Downloads: 418
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Mobile Solution Architecture: User Authentication Is The Foundation Of Mobile Trust

    Start Small And Keep An Eye On The Breadth Of Your Future Mobile Scenarios

    User authentication is a key foundation of security for mobile apps — as it is for application security in general. Determining which authentication approach to use for your mobile solution...

    • Downloads: 568
    • Rating:
  • For Enterprise Architecture Professionals

    Report:Forrester's BA Performance Management: Tool

    Many business architecture (BA) leaders have difficulty articulating BA value or defining meaningful metrics to reflect and manage BA efforts. However, BA leaders can define and measure metrics...

    • Downloads: 30
  • For Enterprise Architecture Professionals

    Report:Forrester's EA Maturity Assessment, Q3 2011

    Use this tool to periodically assess the maturity of your EA program relative to the expectations of your stakeholders and your target EA mission. The assessment results are displayed by EA archetype...

    • Downloads: 80
  • For Application Development & Delivery Professionals

    Report:Define Your Customer Relationship Management Plan

    Strategic Plan: The CRM Playbook

    To avoid wasting time and effort on ill-conceived customer relationship management (CRM) initiatives, you must make sure that that you keep a laser focus on creating business value. Sound planning...

    • Downloads: 519
  • For Enterprise Architecture Professionals

    Report:Build Your Skills Development Road Map For Achieving BPM Excellence

    Skills And Staffing: The Business Process Management Playbook

    Lack of sufficient business process skills continues to dog progress and momentum for enterprisewide business process management (BPM) initiatives. Yet when it comes to growing BPM skills, most...

    • Downloads: 533
    • Rating: