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.
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Communications-As-A-Service Generates High Interest And Will Soon Displace Premises-Based Alternatives
Communications-as-a-service (CaaS) shares many attributes with other as-a-service offerings in its pricing model and delivers voice, conferencing, contact center, IVR, and unified communications...
Earlier in my career, there were lots of discussions on topics relevant to not only software development teams (e.g. methodologies, processes, etc) but information relevant to developers such as use...

Mobile Banking's Time Has Finally Come
A Cold Breeze And Only One Hot Region Characterize The 2009 Market
Forrester surveyed 17 vendors of globally deployed banking platforms on their 2009 deals. The regional analysis shows that Asia Pacific has been the single highly active region. Most of the remaining...
Why Email Marketers Are Struggling To Break Through The Inbox
Overburdened marketers are largely failing to implement core delivery best practices such as message authentication schemes. With a forecasted $144 million dollars in email marketing spending in 2014...
Target Channel And Content Preferences To Drive Demand
US financial institutions seeking to deepen relationships through improved customer communications are deploying proactive email and SMS alerts. In tight economic times, this strategy offers a way to...
It has been a busy week or so in the mobile world. The perpetual pressure on revenues has been ratcheted up a notch or three. Deutsche Telekom is battling to block the Skype application on the...
It is difficult to avoid the frequently asked question found in social media forums such as "How do I become an enterprise architect?" Many people will look at this question and solely interpret it...
The Ultra-Connected Customer Will Upturn Marketing
In 2013, the ultra-connected customer base will grow at a staggering pace, destabilizing marketing as you've come to know it. This report identifies the changes you'll see in your customers'...
Verizon Business' acquisition of Cybertrust in early 2007 gives the company a competitive offering in the security consulting market, although it is still somewhat unclear whether its focus will be...
On Tuesday November 8, after more than a year of pre-announcement disclosures that eventually left very little to the imagination, Intel finally announced the Itanium 9500, formerly known as Poulson....
New Rules To Improve The Bottom Line
Email marketer expectations and sophistication are increasing. Forrester's Q1 survey of 104 email marketers found that the number of email marketers using click-through data as a segmentation...
Today, with technology embedded in virtually every business process and market dynamics changing at a mind-boggling pace, the role of CIO is rapidly changing from a technology manager to a business...
The Customer Experience Index, 2008
Keeping customers happy directly affects the top and bottom lines. Because of this, Forrester asked nearly 5,000 consumers about their interactions with a variety of companies, gauging the...
Oracle is about to launch its Cloud Computing strategy with a worldwide roadshow. What does this mean for Oracle customers and partners? First of all, Oracle remains a technology platform...
I am in the processing of conducting primary research to create Forrester Business Intelligence Reference architecture. What do you think of the attached as a starting point? In addition to the usual...