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.
The IT Services Opportunity In Systems Of Engagement
Mobile is more than just a pretty face. New platforms will usher in a whole new class of systems focused on engaging customers, employees, and business partners. The move to systems of engagement and...

Mobility And Analytics Drive Spending Growth Despite Business Pessimism
What are the 2013 budget plans and priorities for CIOs and other IT decision-makers? Forrester's Forrsights Budgets And Priorities Tracker Survey, Q4 2012 provides insight on the 2013 tech buying...

Continuous Improvement: The Mobile Banking Strategy Playbook
Congratulations! Your mobile banking web, iPhone, iPad, and Android apps are live, and adoption has surpassed your wildest expectations. But what now? Digital banking teams need to test and optimize...

Informatica, IBM, Oracle, SAP, SAS, Ab Initio, And Talend Lead, With Pervasive, Microsoft, And iWay Close Behind
In Forrester's 60-criteria evaluation of enterprise extract, transform, and load (ETL) vendors, we found that Informatica, IBM, Oracle, and SAP maintain leadership positions thanks to their ability...

Vision: The Business Applications Playbook
This report outlines the vision aspect of Forrester's solution for application development and delivery (AD&D) professionals working on business applications strategy. It summarizes the key business...

Forrester partners with Shop.org annually to survey online retail executives on their adoption of various web-related technologies and the investment levels associated with those initiatives. This...

Strategic Plan: The Information Strategy And Architecture Playbook
A new era of information agility is upon us that promises an explosion of opportunities similar to that of the dot-com boom period. But these opportunities are completely dependent upon an...

Tools And Technology: The Digital Experience Delivery Playbook
Systems that support digital experiences present challenges to tech buyers, who are discovering a vast and immature market. Application development and delivery (AD&D) professionals face a...

After jumping on the iPhone and Android app bandwagons, some global brands are beginning to realize that participating in the fragmented world of mobile comes at a high cost. Mixing the right mobile...

The 2012 Survey Shows Global Activity And A Strong Regional Focus
Forrester surveyed 25 vendors of globally deployed banking platforms on their 2011 deals. Our regional analysis shows that varying levels of vendor success caused fluctuations in regional activity...

Global Banking Platform Deals 2012 — Regions
Forrester surveyed 29 vendors of globally deployed banking platforms on their 2012 deals. Our analysis of these deals by region reveals that growth ranged widely — from slight shrinkage to...
Assessment Framework: The Agile And Lean Playbook
This report outlines the assessment framework of Forrester's solution for application development and delivery (AD&D) professionals working on Agile and Lean transformation. This report is designed...

Tools And Technology: The Business Process Management Playbook
Today, business process management (BPM) excellence programs can choose from a variety of technology options to deliver process improvement across the enterprise. Forrester currently segments the BPM...

Pragmatic Adoption Of SOA, Agile, Open Source, And Cultural Change Tactics Yielded Improved Business-IT Relationships And A More-Agile Organization
The Vatican Bank, or Istituto per le Opere di Religione (IOR), transformed its application development and delivery organization over a three-year period to become: 1) agile — to respond to...
Future Look: The Cloud Computing Playbook
The cloud landscape is shifting to cover a broader range of enterprise needs. Why? Cloud is curing the lack of responsiveness and economic flexibility that ails on-premises IT. Look for the popular...

Processes: The Mobile App Development Playbook
There are hundreds of thousands of mobile apps out there, and they're all competing for the same mobile users. If you want to reach your customers with a custom mobile app, then you want to make sure...

Assessment: The Digital Experience Delivery Playbook
This report outlines for IT professionals more than 100 essential practices for organizations looking to deliver their digital experience transformation strategies. It asks questions such as: Do you...
Road Map: The CIO's Mobile Engagement Playbook
How do you build a road map for something as fast-moving and disruptive as mobile apps, devices, and projects? Certainly not by letting projects unfold at random as budgets and sponsors appear. To...

2011 Saw Changes To Functional Demand But Not To How Functionality Gets Delivered
Forrester surveyed 25 vendors of globally deployed banking platforms on their 2011 deals and analyzed the results to find patterns in the functionality sold. Our analysis shows that the key...

Responsive Web Design And Agile Development Prove A Winning Formula
With mobile and tablet usage now mainstream, Forrester believes that eBusiness teams must find time-to-market and cost efficiencies in their digital development processes. In previous research we...
Strategic Plan: The Digital Experience Delivery Playbook
Digital customer experience is the next big opportunity for application development and delivery (AD&D) professionals. Business leaders responsible for marketing, sales, and support need advice and...

Future Look: The Agile And Lean Playbook
This report outlines the future look of Forrester's solution for application development and delivery (AD&D) executives working on Agile and Lean. It is designed to help AD&D execs discover Agile and...
Refine Your App Strategy In Anticipation Of The Second Wave
The Apple App Store and Google Play have recently passed the threshold of 40 billion cumulative apps downloaded. The smartphone boom is driving exploding usage of mobile apps across the globe....

Build/Buy Capabilities: The Cloud Computing Playbook
CIOs frequently ask us which applications they should consider moving to the cloud or replace with cloud services. Forrester provides you with a methodology to answer this question and help you...

Executive Overview: The Business Intelligence Playbook
How does an enterprise — especially a large, global one with multiple product lines and multiple enterprise resource planning (ERP) applications — make sense of operations, logistics, and...