Carlton A. Doty

Vice President, Practice Leader - Consumer Product Strategy serving Customer Insights PROFESSIONALS

Carlton serves Customer Insights (CI) Professionals. He was a founding member of the CI practice in 2009, and currently leads the global team of Forrester analysts that help clients capture, manage, and analyze customer data as well as apply the resulting insights to marketing and business strategy. Carlton began his Forrester career in 2006 as an analyst specializing in digital channels, emerging products, and enterprise technology in healthcare. He also led Forrester's consumer product strategy practice, where he managed a team of analysts that focused on innovation and digital disruption.

In addition to leading his team at Forrester, Carlton posts his thoughts and opinions on Twitter and on his blog.

Previous Work Experience

Prior to joining Forrester, Carlton spent nine years as an IT and eBusiness leader in the health insurance industry. He also has experience with two start-ups and a leading marketing services provider.


Education

Carlton holds a B.S. in civil engineering management from the University of Vermont.

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  • Peter Wannemacher
  • For eBusiness & Channel Strategy Professionals

    Report:What Drives Retention And Sales In US Banking?

    Using Regression Modeling To Better Understand The Drivers Of Acquisition, Retention, And Cross-Selling In Banking

    In 2012, the age of the customer is in full swing. Gone are the days when companies could simply offer their services and customers could choose to take them or leave them — today, companies...

    • Downloads: 417
    • Comments: 1
  • For eBusiness & Channel Strategy Professionals

    Report:How Executives At Financial Services Firms Can Get More From The eBusiness Solutions Market

    We Apply Forrester's STEP Methodology To The eBusiness Solutions Evaluation Process For Financial Services Providers

    eBusiness executives at financial services providers have many roles, and one of the more critical is choosing technology solutions that meet their firm's technology-agnostic business problems....

    • Downloads: 312
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Channel Strategy: An Overview

    How eBusiness Leaders Should Approach Mobile As A Sales And Service Channel

    Across the globe, the mobile channel is growing at a rapid rate. eBusiness and channel strategy leaders at B2B and B2C firms are at the forefront: 94% of eBusiness managers we surveyed are either...

    • Downloads: 2166
  • For eBusiness & Channel Strategy Professionals

    Charts & Figures:Bank Website User Description And Goal

  • For eBusiness & Channel Strategy Professionals

    Report:The ROI Of Mobile Investing And Mobile Trading

    Making The Business Case For Mobile Efforts At Wealth Management Firms

    Mobile has become a high priority for eBusiness teams at wealth management and investment firms. In the US, the proportion of online adults who use the mobile channel to manage their investments rose...

    • Downloads: 612
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Citibank's Tablet App Transforms The Digital Banking Experience

    Advanced PFM Goes Beyond The Firm's Existing Website Offering, And The eBusiness Team Applies The Lessons To The Website

    In July 2011, Citibank officially launched its first ever tablet banking app, but the true breakthrough took place five months earlier, when eBusiness leaders at the bank began the process of...

    • Downloads: 1047
  • For eBusiness & Channel Strategy Professionals

    Blog:Introducing Forrester’s Mobile Banking Functionality Benchmark

    Technology is radically changing the way bank customers interact with their providers, and mobile touchpoints are at the forefront of this change. In the past five years, mobile banking adoption in...

    • For eBusiness & Channel Strategy Professionals

      Blog:Q&A with Mike Boush, VP, eBusiness, Discover Financial Services

      Earlier this week I caught up with Discover’s Mike Boush to talk about his keynote at the upcoming eBusiness Forum, where he’ll explore innovations in eBusiness at Discover. Here’s...

      • For eBusiness & Channel Strategy Professionals

        Report:2012 US Credit Card Secure Website Rankings

        Discover Financial Services Takes The Top Spot With Robust Functionality And Strong User Experience

        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: 300
        • Rating:
      • For eBusiness & Channel Strategy Professionals

        Report:US Consumers Continue To Show Limited Interest In Mobile Payments

        Consumer Interest Is Rising Slightly, But Mainstream Adoption Is Still Far Off

        In the US, adoption of mobile payments has been virtually nonexistent, although interest is starting to notch upward. Today, 18% of US online adults express interest in mobile payments, and yet less...

        • Downloads: 1207
      • For eBusiness & Channel Strategy Professionals

        Report:What Financial Functionality US Consumers Want On Mobile Devices

        Nail The Basics To Quickly Expose The Value Of The Channel

        In the US, adoption of mobile financial services is rising: 11% of US online adults are now mobile bankers and 7% of those with investment accounts are mobile investors, although just 3% of online...

        • Downloads: 1323
      • For eBusiness & Channel Strategy Professionals

        Blog:Citibank Moves Boldly Into The Tablet Banking Market

        Hotcakes, you've got some competition: the phrase "selling like tablets" might soon enter the global lexicon. And it's not all hype — though there is a fair bit of that as well....

        • For eBusiness & Channel Strategy Professionals

          Blog:Royal Bank Of Canada, Citi, & Wells Fargo Top Forrester’s Digital Sales Rankings In 2012

          Every year, Forrester employs its Website Benchmark (WSB) methodology to evaluate the effectiveness of North American banks’ digital sales efforts. This year, our evaluation has yielded two...

          • For eBusiness & Channel Strategy Professionals

            Blog:The Digital Banking Strategist’s Wish List

            Whether you’ve been naughty or nice this year, you probably have a wishlist for your business. We thought it would be fun and interesting to find out what some of your wishes are, so the...

            • For eBusiness & Channel Strategy Professionals

              Report:Case Study: Generali France Supports Financial Advisors With Innovative Mobile B2B App

              With The Launch Of iNomineo, Generali Focuses On A Major Revenue Source

              Generali France's iNomineo app for the iPhone offers financial advisors mobile access to client information, details of clients' holdings and past transactions, and graphic illustrations of market...

              • Downloads: 407
            • 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: 571
            • For eBusiness & Channel Strategy Professionals

              Blog:North American Banks Continue To Improve Their Digital Services: Forrester’s 2011 Bank Secure Website Rankings

              Forrester’s two recent reports — 2011 US Bank Secure Website Rankings and 2011 Canadian Bank Secure Website Rankings — highlight the incremental improvements banking providers have...

              • For eBusiness & Channel Strategy Professionals

                Report:Building Next-Generation Mobile Banking

                Tools And Technologies: The Mobile Banking Strategy Playbook

                Even the best mobile strategy can be a victim of poor execution. Managing technology is hard enough, but as new phone features and capabilities crop up seemingly every day, navigating the ever...

                • Downloads: 753
                • Comments: 1
                • Rating:
              • For eBusiness & Channel Strategy Professionals

                Report:The State Of US Mobile Banking: 2011

                Mainstream Adoption Hinges On Issues With Value, Security, And Support

                Mobile banking adoption continues to gather momentum in the US, fueled by strong consumer appetite for smartphones and banks' burgeoning supply of new mobile banking applications, websites, and...

                • Downloads: 1488
              • For eBusiness & Channel Strategy Professionals

                Report:How Canadian Banking Customers Use Different Channels

                ABMs And The Web Are Now The Two Most Commonly Used Channels

                Just as it has in other countries, the rise of online banking has changed the way Canadians conduct banking activities. Automated banking machines (ABMs) are the most widely used banking channel on a...

                • Downloads: 578
              • For eBusiness & Channel Strategy Professionals

                Report:2012 Canadian Bank Secure Website Rankings

                Firms Continue To Enhance Core Functionality But Lack New Digital Banking Features

                This report details how the secure websites of the six largest retail banks in Canada stack up against each other across six categories and 66 individual criteria measuring the banks' online...

                • Downloads: 128
              • For CIO Professionals

                Report:CIOs: Master The Mobile Banking Imperative

                The Mobile Banking Imperative

                This report, written for eBusiness and channel strategy professionals, is also relevant to CIOs and other IT leaders. CIOs at every bank face major changes as consumers move their banking activities...

                • Downloads: 60
              • 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: 358
                • Rating:
              • For eBusiness & Channel Strategy Professionals

                Report:The State Of Canadian Mobile Financial Services: 2011

                Adoption Of Mobile Banking Is Heating Up And Portends Future Use Of Mobile Investing And Insurance Services

                Most of the "big five" banking providers have now launched mobile offerings, and clients are responding. Consumer adoption of mobile banking in Canada has risen sharply from just 1% in 2008 to 9% at...

                • Downloads: 675
              • Report:2011 Canadian Bank Secure Website Rankings

                eBusiness Teams At Canada's Top Banks Make Major Improvements

                Forrester conducted our annual evaluation of the secure online banking websites of the six largest Canadian banks — Bank of Montreal, CIBC, National Bank of Canada, Royal Bank of Canada (RBC),...

                • Downloads: 309
                • Comments: 2
              • For eBusiness & Channel Strategy Professionals

                Report:Strategic Staffing For Mobile eBusiness

                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...

                • Downloads: 354
                • Rating:
               
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