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.
Business Case: The Mobile eBusiness Playbook
Mobile offers eBusiness professionals the opportunity to engage with consumers at every step of their purchasing journeys, from upper-funnel demand generation through replenishment or repeat...

eBusiness Pros Should Evaluate The Use Of Mobile Augmented Reality To Simplify Services
Mobile augmented reality (AR) is on the verge of becoming a powerful tool that eBusiness professionals can use to engage consumers all the way through their purchase journey. The use of augmented...

Building A Foundation To Enable Next-Generation Mobile Services
CIOs that Forrester interviewed understand the potential of context and are building the foundational infrastructure needed to support the use of context across consumer touchpoints — not just...

Vision: The Mobile eBusiness Playbook
Consumers will adopt and use convenient services and products. In mobile, this translates to services that offer immediacy and simplicity through a highly contextual experience. The ability to...
Talk of "the year of mobile" is not only passé but also irrelevant. The disruptive forces of mobile arrived more than two years ago and will fundamentally change businesses in the decades to...
Executive Overview: The Mobile eBusiness Playbook
eBusiness and channel strategy professionals are faced with the challenge of an ever more connected consumer. Yet only recently have they begun to set mobile strategies in place. The mobile eBusiness...

Best Practices: The Mobile eBusiness Playbook
Mobile technologies are tactics — not strategies in themselves. Too often mobile services conversations start with "let's build an app." Instead, decisions like these should only be undertaken...

Benchmarks: The Mobile eBusiness Playbook
Like mobile measurement, mobile benchmarking is still in its infancy. Hard-to-come-by benchmarks challenge eBusiness and channel strategy professionals to understand how their investment levels...

Vision: The Mobile App Development Playbook
With more than 1 billion smartphones worldwide, and tablets numbering in the hundreds of millions, the scope of the mobile revolution rivals that of the move from monolithic systems to client/server...

eBusiness Professionals Must Prepare For New Messaging Paradigms
Mobile messaging is somewhat dull today, but it is on the verge of becoming more interesting as it transitions from a nuts-and-bolts telecom model to an Internet model with rich feature sets....

Landscape: The Mobile eBusiness Playbook
With more than 1 billion smartphones in consumers' pockets at the beginning of 2013, mobile is driving a second Internet revolution that's even more profound than the first one. Mobile creates new...

As mobile adoption increases, eBusiness and channel strategy professionals are challenged to determine how these devices integrate with their existing sales and service channels. It is imperative...

Broad Reach Among Consumers Demands That Mobile Messaging Is In The Mix
Ten to 15 years ago, SMS offered the only pragmatic mobile data service: it had broad reach, standardization, and carrier interoperability. Today, companies have more choices including application...

Making Smart Decisions To Support Your Business Needs
This report is a mobile messaging vendor overview designed to provide a framework for narrowing the list of potential vendors that are well suited to meet the needs of your business. Rather than an...

Tools And Technology: The Mobile eBusiness Playbook
New phone features and capabilities are cropping up seemingly by the day. At the same time, this fast-paced change is dramatically affecting how eBusiness professionals interact with their teams and...

Talk of "the year of mobile" is not only passé but also irrelevant. The disruptive forces of mobile arrived more than two years ago and will fundamentally change businesses in the decades to...

A Benchmarking Guide For eBusiness Professionals
Mobile technology for both hardware and software is experiencing a frenetic pace of change. What table stakes or "being in the game" means is constantly moving. eBusiness professionals have procured...
