About Forrester
Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

Jeff serves CMO & Marketing Leadership Professionals. He is a leading expert in B2B marketing and sales, with a unique perspective that comes from being a CMO who has built marketing organizations, a hands-on marketing practitioner for over 20 years, and a developer of technology for marketing and sales. Now as an industry analyst at Forrester, he talks to marketing and sales leaders every day, hearing about their biggest challenges, and advises them on marketing strategy, new product/market opportunities, thought leadership and content marketing, business buyer behavior, emerging technologies, solution-based marketing and selling, and marketing effectiveness across the entire lead-to-revenue process.
Jeff is a frequent speaker and blogger on B2B marketing and sales, is a regular contributor to BtoB Magazine and has been featured by Forbes CMO Network, Mashable, Huffington Post, NPR, ReadWriteWeb, Financial Times, ClickZ, AdWeek, and Reuters.
Prior to joining Forrester, Jeff served in executive and marketing leadership roles at several companies including FatWire, Infinium, Kadient, and Open Market. Most recently, he led the definition and launch of Kadient's new SaaS-based sales enablement platform, which helps Fortune 1000 companies improve B2B sales and marketing effectiveness.
He is the author of The New Rules of Sales Enablement and co-author of How to Create Killer Sales Playbooks.
Jeff earned an MBA with a concentration in marketing from the F.W. Olin Graduate School of Business at Babson College and a Bachelor of Science in finance from Babson College.
By-The-Numbers Business Case Is Lukewarm Today, But Advanced Functionality And Elusive Benefits Suggest Greater Returns Lie Ahead
Consumer adoption of mobile banking has accelerated over the past few years. In the US, the proportion of online adults who are mobile bankers has quadrupled from 4% in 2006 to 16% at the end of...

Mobile is the hot channel these days. A number of investment firms have developed mobile apps, and many offer dedicated mobile Web sites. Consumer adoption is ticking up: Today, 11% of investors are...

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...

Advanced PFM Goes Beyond The Firm's Existing Website Offering, And The eBusiness Team Applies The Lessons To The Website
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...
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...
Websites are the most widely used touchpoint for credit cardholders interacting with their providers. The quality of a credit card company's secure website impacts the relationship that firm has...
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...
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...
Landscape: The Mobile Banking Strategy Playbook
Mobile banking continues to gather momentum across developed countries, fueled by rising smartphone use and the steadily improving supply of mobile banking from banks in North America, Europe, and...

RBC And CIBC Lead With Critical Functionality
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...
One-Third Of Small Business Owners Research Financial Services Products Online
Three in four small business owners have used the Internet for at least one banking activity in the past year. But which channels do owners use to shop for the financial products they use for their...
Canadians still use the phone as their primary channel for insurance. In fact, the phone was the only channel used by a majority of online Canadian insurance customers in the past year, while fewer...
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...
OPEN Forum, A Branded Website, Grew Out Of Offline Networking Events
Small business owners are hungry to talk to their peers about shared needs, topics, and solutions. American Express OPEN — the small-business arm of American Express — recognized this...
Forrester Evaluates The Four Largest Banks' Retail Mobile Offerings
With customer expectations rising and substantial business at stake, digital banking strategy teams know they need to keep improving their mobile services. This is one of three reports that detail...
CIBC Hits Client Adoption Target More Than One Year Ahead Of Estimates
Two years ago, CIBC — one of the five largest Canadian banks — saw momentum building behind mobile banking, momentum that would likely increase with the launch of the iPhone in Canada. As...
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....
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...
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...

Citi Moves To The Top With Added Functionality And A New Look
Digital banking teams want to know where they stack up against competitors when it comes to their secure websites and other digital features — everything from mobile functionality to customer...

Banks get a bad rap for not being innovative enough. But at least one provider is proving the haters wrong: Early this year, U.S. Bank launched Mobile Photo Bill Pay, a feature that lets mobile...
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...

eBusiness Executives Should Focus On Web Site Functionality For Support
Small business owners know a lot about their businesses, but they often know little about how to best manage the financial aspects of those businesses. As these small businesses grow, banks can build...
It’s the latest craze sweeping the nation… No, I’m not talking about Fruit Ninja, I’m talking about gamification. There's a reason "gamification" is the buzzword on the...
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...