Brad serves eBusiness & Channel Strategy Professionals. He is a leading expert on multi-channel strategy, digital channels, social media, customer behavior and trends in the financial services industry. He is also a noted authority on technology developments that affect the digital channels and vendors that facilitate digital sales, service, onboarding, and payments.
In his research, Brad covers financial service channel topics such as digital sales and merchandising, new customer onboarding, channel metrics and measurements, organizational design, mobile wallets/payments, servicing and self-service, and social computing in the financial services world. He developed and authored the well-respected annual sales and service website rankings as well as “The State Of North American Digital Banking,” a joint study conducted with the Consumer Bankers Association and a key industry benchmark publication.
Previous Work Experience
Prior to joining Forrester, Brad spent more than 10 years developing and managing online services for consumers. Most recently, Brad was a vice president in Wells Fargo's Internet services group. During his tenure there, Brad led the development of Wells Fargo's eBusiness strategy and managed a team dedicated to driving online sales, including marketing, platform development, cross-selling, and channel integration efforts. He also developed and managed the company's highly respected online banking service, which included money movement, bill payment and presentment, personal financial management integration, person-to-person payments, and personalization. Prior to his employment at Wells Fargo, Brad spent four years as product and marketing manager for a respected healthcare information provider in St. Louis.
Brad has been widely quoted in the press, including such media outlets as BusinessWeek, The Wall Street Journal, and American Banker. An accomplished public speaker, Brad has delivered speeches at many events, including Forrester's Finance Forum, Technology Leadership Forum, and European Finance Forum.Education
Brad earned a bachelor's degree in advertising from the University of Kansas and an MBA in marketing and information systems from the University of Missouri.