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.
A few weeks ago, I had lunch in Chicago with several members of Forrester's Interactive Marketing Council. Chris Gorz, Hospira Steve Furman, Discover Financial Services David Blanchard,...
Carol Bartz was fired by phone from her post as CEO of Yahoo! in what must have been a Trump-worthy conversation with Roy Boystock, Yahoo!'s Chairman of the Board. Tim Morse, Yahoo!'s...

We would like to discuss team/organizational structures from an interactive marketing perspective.

I had breakfast a week ago with Taleen Ghazarian, the VP of Strategy and Planning and Bob Zurek the new SVP of Products from Epsilon. The meeting was to re-introduce me to...
I’m currently working on a report around how to hire and retain good digital talent. So the CMO panel featuring Brian Lauber of OneAmerica, Jared Blank of Tommy Hilfiger, and Chris Krohn...
Behavioral Marketers Should Prepare To Self-Regulate Data Practices
Concern over consumer privacy has marketers, associations, government officials, and even technology vendors hustling to find ways to manage online data so that it is comfortable to consumers and...
More people own smartphones than ever before and they’re using them more often too. This makes a mobile marketing strategy crucial for any interactive marketer. Yet today we find that although...

What are all of the known elements that go into Google's results ranking beyond the basic keyword-embedding and purchasing a spot at the top of the results list? The root of this question comes from...
Blue Shield of California (Blue Shield) trialed mobile search marketing after noticing an increase in quote requests from mobile visitors. What can you learn from its early initiative in this space?...
Strategic Plan: The Email Marketing Playbook
This report articulates a strategic plan for how interactive marketers can improve their email programs today and create humanized, integrated messages in the future. We recommend marketers build...
Kenshoo Leads, With IgnitionOne And Marin Software Following As Strong Performers
In response to growing demand for bid management software, Forrester evaluated this category in addition to two others in separate Forrester Waves™: search marketing agencies and SEO platforms....

US financial services interactive marketing spend will more than double by 2016 but won't grow its investments in every channel at the same pace. This brief report breaks down the increase by channel...
Grow Your Interactive Team's Influence, Not Just Its Size
Interactive marketing teams have grown since 2009 — but big doesn't equal mature. Interactive marketing maturity correlates to nimble processes and facility with data-driven marketing, which...

Continuous Improvement: The Email Marketing Playbook
This report for interactive marketers is part of Forrester's email marketing playbook and provides our current recommendations for how to continuously improve your email marketing programs. By...
With reference to Forrester's November 11, 2009, "US Interactive Marketing Forecast By Industry, 2009 To 2014" report, has this model or forecast been updated? What is the detailed definition of...
Today Google announced that it had generated $54 billion worth of economic activity in the US in 2009. The report, which shows state by state economic contribution, bases Google's total value on...
Five Key Metrics For Tracking Progress
Are your interactive marketing efforts keeping pace with the marketplace? In this report for interactive marketers, Forrester identifies the five key benchmarks that help you gauge how well you are...

A Guide To Search Marketing Technology And Services Providers
Companies have a wide array of partners to choose from when managing their search marketing programs. This report provides an overview of many of the vendors currently serving this space, including...
Rio SEO Leads, With BrightEdge Following As A Strong Performer
Forrester's 21-criteria evaluation of SEO platforms evaluates the four largest providers of tools for organic search auditing, ranking support, measurement, and project management: BrightEdge,...

Landscape: The Email Marketing Playbook
Forrester periodically surveys marketers to get a pulse on how they employ the most veteran of tools in their interactive toolkits — email. We've found that more business-to-consumer (B2C) than...