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:Use Effective EA Deliverables To Guide Change

    This report defines an approach for creating enterprise architecture (EA) deliverables as part of a high-performance EA practice. It is designed to help you create work products that matter to...

    • Downloads: 841
  • For Infrastructure & Operations Professionals

    Report:Five Concerted Steps To Maximize The Business Value Of IT

    Best Practices In Service Portfolio Management That I&O Leaders Can Use To Cut Costs While Delivering Business Results

    Today's infrastructure and operations (I&O) leaders often feel like they are in a Catch-22. They are under constant pressure to lower their operating costs, yet new business expectations demand that...

    • Downloads: 408
  • 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: 547
  • For Enterprise Architecture Professionals

    Report:Assess Your Readiness For A Cohesive Information Strategy And Architecture Program

    Assessment: The Information Strategy And Architecture Playbook

    Information workers thrive or falter depending on their ability to get the information they need quickly and easily, with high confidence that it's the right information. Enterprises need to protect...

    • Downloads: 619
  • For Application Development & Delivery Professionals

    Report:Accelerating App Development And Delivery To Formula 1 Speeds

    Vision: The Application Development Strategy, Structure, and Sourcing Playbook

    Businesses rely on great applications to attract and engage customers, who increasingly use mobile apps to transact business anywhere at any time, and social technologies that transform individuals...

    • Downloads: 286
  • For Application Development & Delivery Professionals

    Report:Map The Way To Your CRM Business Outcomes

    Road Map: The CRM Playbook

    When application development and delivery (AD&D) professionals create a customer relationship management (CRM) road map, they need to evaluate alternative CRM tactics, identify and leverage synergies...

    • Downloads: 452
  • For Enterprise Architecture Professionals

    Report:Tune Your Organization For Emerging Technology Innovation

    Organization: The Emerging Technology Playbook

    The disruptive impact of IT has become the top concern of chief executive officers (CEOs), and chief information officers (CIOs) are shifting their priorities in response. Despite this, we find firms...

    • Downloads: 596
  • 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: 484
  • For Enterprise Architecture Professionals

    Report:Build A Business Architecture Program Road Map

    Road Map: The Business Architecture Playbook

    Too often, business architecture (BA) programs struggle to create a clear identity for the value they can deliver. Successful BA programs — those with high influence — use strategy to...

    • Downloads: 1102
  • 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: 721
  • For Application Development & Delivery Professionals

    Report:Create A Road Map To Guide Digital Experience Delivery

    Road Map: A The Digital Experience Delivery Playbook Report

    Achieving success with your firm's digital experience (DX) delivery strategy involves understanding your organization's customer experience strategy, adopting and leveraging the right technology, and...

    • Downloads: 475
  • 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: 465
  • For Enterprise Architecture Professionals

    Report:The Enterprise Architecture Practice In China In 2014

    For the past 20 years, China's economy has been one of the fastest-growing in the world across all industry verticals. In 2010, China overtook the US as the globe's largest manufacturer and is...

    • Downloads: 111
  • For Enterprise Architecture Professionals

    Report:The Anatomy Of Business Strategy

    Taking A Comprehensive And Structured Approach Results In Strategies That Work

    Forrester is seeing a renewed interest in business strategy development. Business architects see articulating business strategy as a key component of creating value from both a business and IT...

    • Downloads: 966
  • For Enterprise Architecture Professionals

    Report:Case Study: Technology Innovation Enables Nongfu Spring To Strengthen Market Leadership

    It's not easy for a local Chinese company to grow to occupy the leading position in a highly competitive market segment. But Nongfu Spring did this in the bottled water manufacturing industry in...

    • Downloads: 146
  • For Enterprise Architecture Professionals

    Report:Drive Process Innovation Using BPM Technologies, Methods, And COEs

    Executive Overview: The Business Process Management Playbook

    In the midst of continuous change — from technology, market, and competitive forces — businesses must become skilled at transforming and inventing new processes while improving their...

    • Downloads: 896
  • For Enterprise Architecture Professionals

    Report:Assess Your Readiness For Emerging Technology Opportunities

    Assessment: The Emerging Technology Playbook

    The pace of business is accelerating; digitized information makes constant change and disruption an ongoing reality. Firms count on emerging technologies to give them a leg up in increasingly...

    • Downloads: 457
  • For CIO Professionals

    Report:Staffing For Social Business And Collaboration Success

    Skills And Staffing: The Social Business And Collaboration Playbook

    All too often, IT approaches staffing for social business and collaboration initiatives as it would other IT-led projects. With a focus on providing the best technical solution possible, the...

    • Downloads: 463
  • 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: 503
  • For Enterprise Architecture Professionals

    Report:Sustainably Executing Application Rationalization

    Application rationalization — the program to right-size your business application portfolio for your business — tests many of the processes and practices of an IT organization. For...

    • Downloads: 355
  • 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: 707
  • For Enterprise Architecture Professionals

    Report:Case Study: Telstra's Business-Led IT Transformation Facilitates Global Operations

    Profile Of An Enterprise Architecture Award Winner

    Managing IT complexity to support business strategy is often a big challenge for enterprise architects at large companies. This effort usually becomes even more difficult to manage when a company has...

    • Downloads: 306
  • 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: 443
  • For Infrastructure & Operations Professionals

    Report:Five Ways To Impress Marketing And Support Digital Business Transformation

    Spruce Up I&O And Partner With Marketing To Support Digital Strategy Delivery

    The age of the customer demands that your firm transform into a digital business. Your marketing colleagues are leading this shift, but Forrester finds that they are currently facing numerous...

    • Downloads: 126
  • For Enterprise Architecture Professionals

    Report:The State Of Business Architecture And Business Architects In 2013

    Landscape: The Business Architecture Playbook

    Interest in business architecture (BA) is high across firms. The more mature and successful BA practices collaboratively work with business leaders and executives to address their current and future...

    • Downloads: 603