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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26 results in Reports

  • Julie A. Ask
  • Past 18 months
  • For eBusiness & Channel Strategy Professionals

    Report:mHealth Illustrates New Business Opportunities

    How To Combine New Data Sources, Cloud Resources, And Engagement Tactics To Maximize Impact In Mobile Moments

    A phenomenal amount of innovation is happening in the healthcare and wellness industries that places them at the forefront of mobile engagement. From wrist bands to smart pills, firms are using...

    • Downloads: 525
  • For eBusiness & Channel Strategy Professionals

    Report:Life360 Wins In Family Mobile Moments

    Use The IDEA Framework To Evolve Mobile Services From Apps To Platforms

    Mobile can transform product and service experiences. With the adoption of smartphones, customers expect immediate access to relevant information or services when they reach for their phones in what...

    • Downloads: 81
  • For Marketing Leadership Professionals

    Report:Predictions 2014: Mobile Trends For Marketers

    Navigate Beyond The Hype To Drive Near-Term Results

    In 2014, there will be more than 2 billion smartphones globally. Mobile is becoming not only the new digital hub but also the bridge to the physical world. That's why mobile will affect more than...

    • Downloads: 858
  • For eBusiness & Channel Strategy Professionals

    Report:Use Analytics To Build Mobile Advantage

    Performance Management: The Mobile eBusiness Playbook

    Consumer expectations have shifted. As a result of their perpetual mobile connections, consumers now expect relevant information and services anytime and anywhere. Delivering relevant information and...

    • Downloads: 479
  • For eBusiness & Channel Strategy Professionals

    Report:Predictions 2014: Mobile Trends In eBusiness

    Navigate Beyond The Hype To Drive Near-Term Results

    In 2014, there will be more than 2 billion smartphones globally. Mobile is becoming not only the new digital hub but also the bridge to the physical world. That's why mobile will affect more than...

    • Downloads: 819
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Maturity Equates To Mobile Competency

    Assessment: The Mobile eBusiness Playbook

    eBusiness professionals began to develop mobile services in earnest with the launch of the Apple App Store in 2008. They now have five-plus years of experience under their belts. Initially, they...

    • Downloads: 653
  • For CIO Professionals

    Report:Mobile App Or Mobile Web? For IT, It's A Choice, Not A Battle

    Neither Is Perfect, But Either Could Be Perfect For Your Customer

    Companies struggle to choose between building a mobile app and implementing a mobile website. The decision becomes a battle shrouded in competing points of view and often a lack of customer...

    • Downloads: 402
  • For eBusiness & Channel Strategy Professionals

    Report:Enhance Customer Relationships Through Mobile

    Executive Overview: The Mobile eBusiness Playbook

    eBusiness and channel strategy professionals are faced with the challenge of an ever more connected consumer. Consumers expect to be able to engage with brands on their mobile devices. In fact, they...

    • Downloads: 994
  • For CIO Professionals

    Report:Quick Take: Apple Moves Healthcare Closer To A Mainstream Embrace Of The Customer

    On June 2, 2014, at its annual developers' conference, Apple announced a new platform named HealthKit. While this is not the big move that some were expecting, it underpins a profound shift in the...

    • Downloads: 158
  • For CIO Professionals

    Report:Re-Engineer Your Business For Mobile Moments

    Embrace The IDEA Cycle: Identify, Design, Engineer, Analyze

    The mobile mind shift is the expectation that your customer can get what she wants in her immediate context and moments of need. This shift means the battle for your customer's attention will be...

    • Downloads: 479
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Messaging Update: Pervasive Consumer Use Offers Unique Engagement Opportunities

    Broad Reach And Usage Among Consumers Demands That Mobile Messaging Is In The Mix

    Twenty years ago, the only form of mobile messaging was SMS, and it offered the only pragmatic mobile data service: it had broad reach, standardization, and carrier interoperability. That's a far cry...

    • Downloads: 863
  • For Application Development & Delivery Professionals

    Report:Brief: How TripIt Masters Mobile Moments For Frequent Fliers

    Concur's Travel Organizing App Powerfully Combines Operational Awareness With Mobile Engagement

    Customers' mobile mind shift means they expect service in their immediate context and moment of need. The battle for customers' attention and loyalty will be waged in mobile moments — any time...

    • Downloads: 148
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile's Trojan Horse: The Messaging Platform

    Engage Customers In Their Mobile Moments — Even If The Moments Aren't Yours

    Companies with a strong mobile user base are going public and being acquired for astounding valuations. Some have no revenue, and you likely haven't heard of most of these companies. You are probably...

    • Downloads: 231
  • For eBusiness & Channel Strategy Professionals

    Report:Forrester's Shopping Guide To Mobile Analytics Vendors

    Choose The Solutions Best Suited To Your Requirements

    Mobile analytics solutions are underutilized: Among eBusiness professionals surveyed by Forrester, only 46% had implemented a mobile analytics solution. Those with an analytics solution were most...

    • Downloads: 574
  • For eBusiness & Channel Strategy Professionals

    Report:Building Mobile Services? Location Matters

    Intelligent Location Enables Smart Consumer Engagement

    Consumers are very task-oriented on their mobile phones. At most, they allot a minute or two to check a price, get a boarding pass, or pay a bill. As a result, digital business professionals must...

    • Downloads: 185
  • For Application Development & Delivery Professionals

    Report:Developers Are The St. Bernard For Mobile Projects

    How App Developers Will Rescue Their Business Counterparts And Continue The Pursuit Of Innovation

    Rushing to "check the box" on mobile projects has led to far too many shortcuts. Digital business leaders have picked the low-hanging fruit and the tree is nearly bare. Too many companies are making...

    • Downloads: 117
  • For eBusiness & Channel Strategy Professionals

    Report:United Airlines Drives Self-Service With Mobile

    Use The IDEA Framework To Evolve Your Customer Experience

    Mobile can transform your customer experience. With the adoption of smartphones, customers expect immediate access to relevant information or services when they reach for their phones in what...

    • Downloads: 187
  • For eBusiness & Channel Strategy Professionals

    Report:Use Mobile To Engage With In-Store Consumers In China

    Globally, mobile has changed the way consumers shop: They expect both to research and purchase goods on their mobile devices. The biggest sales opportunity in mobile is not driving digital sales, but...

    • Downloads: 83
  • For CIO Professionals

    Report:Quick Take: Apple's WWDC 2014 Tour De Force

    New Developer Tools And Business Features Will Strengthen Apple's Leading Position In The Age Of The Customer

    Introduced by Apple CEO Tim Cook, Apple software leader Craig Federighi motored through a dense list of new operating systems, iOS 8 and OS X Yosemite, compelling new customer features such as the...

    • Downloads: 122
  • For eBusiness & Channel Strategy Professionals

    Report:Getting Mobile Right With Mobility POST

    A Methodical Approach To Building Your Mobile Phone, Tablet, And Wearables Strategies

    Back in 2009, Forrester created the first version of mobile POST — a methodology to help our clients create mobile strategies that align well with the mobile sophistication of their customer...

    • Downloads: 507
  • For Customer Experience Professionals

    Report:Mobile Moments Transform Customer Experience

    Mobile Experiences In Four Steps: Identify, Design, Engineer, And Analyze

    Your customer is experiencing a mobile mind shift: the expectation that she can get what she wants in her immediate context and moments of need. As a result, mobile is central to customer experience...

    • Downloads: 948
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Messaging Vendor Overview

    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...

    • Downloads: 1312
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile App Or Mobile Web? It's A Choice, Not A Battle

    Neither Is Perfect, But Either Could Be Perfect For Your Customer

    Companies struggle to choose between building a mobile app and implementing a mobile website. The decision becomes a battle shrouded in competing points of view and often a lack of customer...

    • Downloads: 493
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Fire Phone Fails; Amazon Doesn't

    Insights, Not Sales, Will Define Amazon's Success

    On June 18, 2014, Amazon announced the launch of a smartphone, named the Fire Phone, with unique hardware and services designed to enhance its core businesses: retail and a digital platform....

    • Downloads: 129
  • For eBusiness & Channel Strategy Professionals

    Report:The State Of Mobile Technology Adoption: 2013

    A Benchmarking Guide For eBusiness Professionals

    Mobile technology for both hardware and software is experiencing a frenetic pace of change. The definition of table stakes or "being in the game" is constantly moving. eBusiness professionals have...

    • Downloads: 1148