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:Optimize Your Business Process Excellence Program To Meet Shifting Priorities

    Continuous Improvement: The Business Process Management Playbook

    Business process management (BPM) initiatives frequently start with a tactical process improvement charter, but they get pushed to play a more strategic role across the enterprise — often being...

    • Downloads: 377
  • For Enterprise Architecture Professionals

    Report:Consider New Data Governance Software To Support Business-Led Efforts

    Line-of-business executives are thinking about data in new ways — it is not just something to be collected and stored, but a resource for competitive advantage. As business leaders gain a...

    • Downloads: 309
  • For Application Development & Delivery Professionals

    Report:Canvass Support For Your New Retail Architecture

    Forrester's Retail Reference Architecture Enables Successful Response To Digital Disruption

    Application development and delivery (AD&D) professionals have to engineer differentiating connected consumer experiences from a web of overlapping systems of engagement such as eCommerce, supply...

    • Downloads: 72
  • For CIO Professionals

    Report:The Who Of Business Technology Decision-Making

    The BT Governance Collection: Stakeholders And Structures

    Enterprise governance is about decision rights: who has input into decisions, who makes them, how are outcomes measured, and who is held accountable for those outcomes. Business technology (BT)...

    • Downloads: 416
  • For CIO Professionals

    Report:BT's Customer Focus Requires New Thinking For Technology Road Maps

    Shift From Plans To Options Requires Changes To Investment And Governance Models

    Winning in the age of the customer requires a wholesale transformation of technology planning, acquisition, and management. Traditional annual-based planning cycles and fixed road maps will leave an...

    • Downloads: 260
  • For Enterprise Architecture Professionals

    Report:Using Tools And Technology For Business Architecture Programs

    Tools And Technologies: The Business Architecture Playbook

    Business architecture (BA) programs rely on a set of models and methods that often benefit from being linked to each other and to other external data sources. For some enterprise architects,...

    • Downloads: 703
  • For Application Development & Delivery Professionals

    Report:The 10 Most Important Technology Trends In Business Application Architecture Today

    Understand These Trends To Shape Your Application Strategy

    This report enumerates the top 10 technology trends that are reshaping the nature and value proposition of business applications today and in the coming years. Application delivery leaders,...

    • Downloads: 1119
  • For Infrastructure & Operations Professionals

    Report:Get Organized To Stop The Communications And Collaboration Infrastructure Civil War

    Organization: The Communications And Collaboration Infrastructure Playbook

    In the American Civil War, many combatants on both sides had attended the Unites States Military Academy at West Point as cadets. The war pitted not only brother against brother but also cadet...

    • Downloads: 275
  • For Enterprise Architecture Professionals

    Report:How To Successfully Set Up IT Infrastructure For Your Business In China

    For the thousands of foreign companies that establish business operations in China every year, one of the first things on their to-do lists is setting up IT infrastructure, including horizontal and...

    • Downloads: 188
  • For Application Development & Delivery Professionals

    Report:Financial Services Firms Prepare For The Business Applications Of The Future

    Service-Oriented Architecture Has Reached A Mature State In Banking

    Today's financial services firms often find their application landscape can no longer cope with their most urgent business drivers. Forrester's Q3 2012 Global Financial Services Architecture Online...

    • Downloads: 553
  • For Enterprise Architecture Professionals

    Report:Create A Business Architecture Program That Helps Your Business Manage Change

    Executive Overview: The Business Architecture Playbook

    Strategic change initiatives are proliferating in organizations. There may be multiple programs to improve customer experience, co-existing alongside projects to reduce costs, streamline internal...

    • Downloads: 986
  • For Enterprise Architecture Professionals

    Report:Data Governance Archetypes Shape The Focus And Fate Of Your Business

    How To Succeed At Data Governance 2.0

    Data governance is one of the thorniest challenges of business technology. A clear cut, centralized approach is illusive and would not work in practice even if it were attainable. Organizations must...

    • Downloads: 321
  • For Enterprise Architecture Professionals

    Report:Allocating Decision Rights For Effective Architecture Governance

    Integrated Architecture Governance Focuses On The Right Decision-Maker For The Important Decisions

    Implementing effective architecture governance is on the agenda of many firms, as they continue to struggle to align business and IT strategy and deliver value from their investments. Today, most...

    • Downloads: 317
  • For Enterprise Architecture Professionals

    Report:Interview With A Strategic Planning Executive: Colin Scott, Fidelity Investments

    Forrester fields numerous client inquiries from IT executives seeking advice on improving their firm's strategy and planning processes. Most commonly, these execs want to move the planning discussion...

    • Downloads: 225
  • For Enterprise Architecture Professionals

    Report:Technology Standards Toolkit

    An effective standards program provides an important foundation for any enterprise architecture (EA) program. Both new and well-established programs will want to get and keep their standards house in...

    • Downloads: 86
  • For Enterprise Architecture Professionals

    Report:Break Down Silos With An Emerging Technology Road Map

    Road Map: The Emerging Technology Playbook

    Firms increasingly depend on technology to be innovative and disruptive. However, our data indicates that most firms are not doing a good job of getting new technology in the door and ensuring that...

    • Downloads: 716
  • For Application Development & Delivery Professionals

    Report:Brief: Mobile Access To Back-End Systems

    The Uses And Limitations Of Screen-Scraping

    Mobile applications are the linchpins of business strategies to attract, retain, and delight customers. Mobile developers, in turn, need access to customer data typically resident in back-end systems...

    • Downloads: 182
  • For Enterprise Architecture Professionals

    Report:EA Methodologies Enlarge To Address The New Business Landscape

    Digital is increasingly part of products and services offerings — provoking disruption to the old ways of doing things. Companies are facing uncertain market changes and economic conditions,...

    • Downloads: 447
  • For Enterprise Architecture Professionals

    Report:How To Make A Business Case For Data Investment

    Business Case: The Data Management Playbook

    Are data investment proposals falling on deaf ears or seen as high cost with little benefit? Stop trying to educate the business on what technology can do and how it will improve IT's total cost of...

    • Downloads: 401
  • For Enterprise Architecture Professionals

    Report:Create A Strategy To Leverage Emerging Technology

    Strategic Plan: The Emerging Technology Playbook

    For many organizations, the use of emerging technology is confusing, slow, and problematic. Which emerging technologies should be part of IT's standard approach? Which should IT push for business to...

    • Downloads: 536
  • For Enterprise Architecture Professionals

    Report:Think Like A Sponsor To Improve Emerging Technology Investments

    Continuous Improvement: The Emerging Technology Playbook

    This report will discuss the long-term evolution after incorporating emerging technology into your EA program.

    • Downloads: 230
  • For Infrastructure & Operations Professionals

    Report:Create An Infrastructure And Operations Transformation Road Map

    Road Map: The I&O Transformation Playbook

    The role of infrastructure and operations (I&O) is to architect, implement, and operate the production engine that supports — and preferably anticipates — the business' various...

    • Downloads: 191
  • For Enterprise Architecture Professionals

    Report:EA 2020 — The Transformation Of EA In The Age Of The Customer

    Future Look: The EA Practice Playbook

    Customers are the key to business success. And changes in how customers engage with your business are forcing changes to marketing, product, and business strategies. In the "age of the customer,"...

    • Downloads: 461
  • 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: 86
  • For Enterprise Architecture Professionals

    Report:A Day In The Life Of Four Business Architects

    Forrester clients are asking, "What do business architects do?" They have read the theory, studied the models, and experimented with the tools. But what they really want to know is what business...

    • Downloads: 798