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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35 results in Reports

  • Retail Credit
  • For eBusiness & Channel Strategy Professionals

    Report:2012 North American Credit Card Online Sales Rankings

    Royal Bank Of Canada Takes The Top Spot For 2012

    Credit cards are the top selling financial product in both the US and Canada. In the US, the majority of credit card applicants apply online, and in Canada, the percentage is second only to the...

    • Downloads: 408
  • For Customer Experience Professionals

    Report:Better Customer Experience Correlates To Higher Net Promoter Scores

    Credit Card Companies And Wireless Service Providers Benefit From Higher Net Promoter Scores Through Better Customer Experience

    Net Promoter Score (NPS) is a wildly popular tool for assessing customers' likelihood to recommend a company's product or service. As valuable as NPS can be, by itself, the "one number you need to...

    • Downloads: 790
  • For Application Development & Delivery Professionals

    Report:Case Study: Santander Consumer USA Wins With A Smart Mobile CRM Implementation Strategy

    What happens when your sales reps blindly make decisions without having the right customer contact information and transaction data at their fingertips to guide them? Santander Consumer USA, a...

    • Downloads: 350
  • For Customer Experience Professionals

    Report:The Business Impact Of Customer Experience, 2012

    This report outlines the business case for customer experience professionals seeking to discover the business benefits of improving customer experience in an experience-driven organization. Years of...

    • Downloads: 2458
  • For Customer Experience Professionals

    Report:The Business Impact Of Customer Experience, 2014

    Business Case: The Customer Experience Maturity Playbook

    Years of Forrester data confirm the strong relationship between the quality of a firm's customer experience (CX) and customer loyalty. We built three simple models to estimate the impact that...

    • Downloads: 820
  • For Security & Risk Professionals

    Report:Listen To Your Customers To Meet Financial Regulations

    The Consumer Financial Protection Bureau Is Changing The Face Of Customer Care

    Financial services firms face a new regulator in the Consumer Financial Protection Bureau (CFPB) that demands they pay more attention to customer complaints about services or products. The new...

    • Downloads: 30
  • For Customer Experience Professionals

    Report:The Customer Experience Index, 2012

    This report provides benchmarks of the quality of customer experience at major companies. It should be used to help customer experience professionals set goals and optimize as they transform their...

    • Downloads: 3063
  • For CMO Professionals

    Report:Financial Service Brands Fail To Earn TRUE Consumer Trust

    Technographics® TRUE Brand Compass: Financial Services

    Forrester's research shows that consumers demand more from brands in the 21st century. Marketers across all industries now have a steeper hill to climb to earn brand preference, referral, and...

    • Downloads: 349
  • 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: 388
  • For Application Development & Delivery Professionals

    Report:Brief: Banking Platforms Need To Become Customer Centric

    Systems Of Engagement Need To Build On Seamless Banking Processing

    Banks need to provide a consistent and enjoyable customer experience along the whole customer engagement life cycle. To ensure process and data consistency, banks must embed a banking system of...

    • Downloads: 116
  • For Security & Risk Professionals

    Report:No More Chewy Centers: Introducing The Zero Trust Model Of Information Security

    Vision: The Security Architecture And Operations Playbook

    There's an old saying in information security: "We want our network to be like an M&M, with a hard crunchy outside and a soft chewy center." For a generation of information security professionals,...

    • Downloads: 2017
  • For Security & Risk Professionals

    Report:Big Data In Fraud Management: Variety Leads To Value And Improved Customer Experience

    Forrester defines "big data" as the techniques and technologies that make handling data at extreme scale affordable. The hope is that organizations can mine the huge volume and variety of data they...

    • Downloads: 517
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Home Buying With Mobile Augmented Reality

    Commonwealth Bank Generates Leads With Convenient Mobile Services

    Commonwealth Bank of Australia is generating 1% of its overall mortgage leads by using mobile augmented reality (AR) within a homebuyer's research application to enhance its home-buying service. This...

    • Downloads: 480
  • For eBusiness & Channel Strategy Professionals

    Report:Multichannel Home Lending Status Boosts Results

    eBusiness Professionals Must Integrate Mobile Into Loan Processes

    As customers become more comfortable with research and applying for financial products through mobile devices, eBusiness professionals at banks will need to consider how mobile can support...

    • Downloads: 341
  • For Customer Experience Professionals

    Report:The Customer Experience Index, 2013

    How good is the customer experience at your company — as rated by your own recent customers? This report answers that question by providing benchmarks of the quality of customer experience for...

    • Downloads: 2408
  • For eBusiness & Channel Strategy Professionals

    Report:2012 Canadian Credit Card Secure Website Rankings

    RBC And CIBC Lead With Critical Functionality

    Despite the rapid rise of mobile and tablet banking, secure websites remain the No. 1 digital touchpoint for credit cardholders interacting with their providers. Before eBusiness professionals at...

    • Downloads: 203
  • For Customer Experience Professionals

    Report:The Customer Experience Index, 2014

    Benchmarks: The Customer Experience Maturity Playbook

    How good is the customer experience at your company — as rated by your own customers? This report helps answer that question by providing benchmarks of the quality of customer experience for...

    • Downloads: 1664
  • For Security & Risk Professionals

    Report:Quick Take: Apple Positioned For Key Role In Secure Payment Processing, Fraud Prevention

    Touch ID, NFC, And iTunes Are Key Ingredients For A Payment Ecosystem Offering Superior Client-Side Fraud Management

    On Monday, June 2, 2014, at their Worldwide Developer Conference, among a number of other things, Apple announced that it has opened up its fingerprint reader, Touch ID, to third-party...

    • Downloads: 99
  • For eBusiness & Channel Strategy Professionals

    Report:Forrester Research Online Alternative Payments Forecast, 2011 To 2016 (US)

    ForecastView Spreadsheet

    Consumer payments by value and and volume for different alternative payment methods, including e-wallet payments, prepaid/stored-value cards, and deferred billing, as well as credit and debit card...

    • Downloads: 8
  • For eBusiness & Channel Strategy Professionals

    Report:French Online Retail Overview, 2012

    French Online Retail Is On The Brink Of A Multichannel Revolution

    France is the third largest online retail market in Europe; although it will continue to mature and grow at a pace outstripping overall retail growth, there are significant changes in store for...

    • Downloads: 609
  • For eBusiness & Channel Strategy Professionals

    Report:US Alternative Payments Forecast, 2011 To 2016

    As eCommerce has exploded, eBusiness executives have often looked to various payment forms at checkout as a means of growing their businesses. Alternative payments, or non-card payments, purport to...

    • Downloads: 960
  • For Enterprise Architecture Professionals

    Report:Link Capabilities, Processes, And Value Streams For More Business Impact

    Value streams and capability maps are both business architecture tools that can create a platform for strategic discussion and executive decision-making. Architects, business analysts, and process...

    • Downloads: 939
  • For Security & Risk Professionals

    Report:CISOs Need To Add Customer Obsession To Their Job Description

    Until recently, consumers haven't been overly concerned with cybersecurity. Credit card laws and policies protect customers from theft and fraud by limiting or negating cardholder liability; similar...

    • Downloads: 105
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2013: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Credit Card Issuers, Insurers, And Investment Firms

    For 10 years Forrester has shown that customer advocacy — the perception on the part of customers that their firm does what's best for them, not just the firm's own bottom line — is the...

    • Downloads: 480
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Discover Financial Services Partners With PayPal To Roll Out Mobile P2P Payments

    Firm "Electronifies" Cash Transactions To Enhance Existing PFM Tool

    In February 2009, Discover Financial Services introduced its Spend Analyzer, an online personal financial management (PFM) tool that lets clients track and categorize their spending. Adoption was...

    • Downloads: 662