Bill Doyle

Vice President, Principal Analyst serving eBusiness & Channel Strategy PROFESSIONALS

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."

Previous Work Experience

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.

Education

Bill is a graduate of Harvard University.

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13 results in Reports

  • Bill Doyle
  • Past 18 months
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Digital Retirement Plan Advice

    Using Software To Provide Recommendations To Underserved Investors

    As workplace retirement savings plans in markets like Australia, the UK, and the US shift from guaranteed pensions to employee-directed retirement plans such as 401(k)s, the burden of retirement...

    • Downloads: 99
  • For eBusiness & Channel Strategy Professionals

    Report:Engage Investors With Game Mechanics

    Competition, Rewards Motivate Wealth Management Clients

    Consumers know that investing is important to their financial futures. But wealth management can be complex and involves deferring current spending for long-term benefits. To engage investors and...

    • Downloads: 87
  • For eBusiness & Channel Strategy Professionals

    Report:Digital Disruption Hits Retail Financial Services

    Disruptors Deliver Superior Customer Experiences At A Lower Cost

    Digital disruption has arrived in retail financial services. Banks, insurers, and wealth management firms are besieged by a wave of disruptors that aim to use digital tools to deliver superior...

    • Downloads: 411
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Social Investing

    Social investing platforms like Covestor, eToro, and wikifolio threaten to disrupt personal investing by bringing the wisdom of the crowd and the stock-picking of talented individuals to mainstream...

    • Downloads: 184
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Digital Investment Managers

    Software-Based Startups Slash The Cost Of Managed Accounts

    Digital investment managers like Nutmeg in the UK and Betterment and Wealthfront in the US use the Internet to offer customized, diversified portfolios — also known as managed accounts —...

    • Downloads: 305
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Digital Financial Advice

    The Budding Revolution In Free Or Low-Cost Financial Guidance

    Digital financial advice platforms deliver free or low-cost investment and other financial guidance to consumers who are planning for goals such as home ownership, education, and retirement. Startups...

    • Downloads: 365
  • For eBusiness & Channel Strategy Professionals

    Report:Lessons In Leading The Digital Business Revolution

    Insights From Keynote Speeches At Forrester's 2013 eBusiness And Channel Strategy Forum

    The forces of digital revolution have reached critical mass, threatening every incumbent firm in every industry. The 750 executives who gathered in Chicago in November 2013 for Forrester's Forum For...

    • Downloads: 349
  • For eBusiness & Channel Strategy Professionals

    Report:Weaning US Investors Off Paper Statements

    The number of investors who receive statements and other account communications on paper through the mail continues to fall. Yet most investors still receive paper. Why? Many say they need paper...

    • Downloads: 156
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2013: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Credit Card Issuers, Insurers, And Investment Firms

    For 10 years Forrester has shown that customer advocacy — the perception on the part of customers that their firm does what's best for them, not just the firm's own bottom line — is the...

    • Downloads: 522
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2013: Digital Wealth Management

    Digital touchpoints have become the channel of choice for most investors worldwide. Despite this massive shift in channel preferences, few wealth management firms dedicate substantial resources to...

    • Downloads: 791
  • For eBusiness & Channel Strategy Professionals

    Report:Must-Have Features For Public Sites Of Wealth Management Firms

    Best Practices From The Public Websites Of Leading US Investment Firms

    The Web is now the most popular channel for US consumers researching investment products: More buyers of products like individual retirement accounts (IRAs), mutual funds, and exchange-traded funds...

    • Downloads: 356
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy Q2 2012: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Insurers, Investment Firms, And Credit Card Issuers

    When customers feel that a financial services firm acts in their best interest, they are willing to invest more, borrow more, and buy more products from that firm. We call this corporate trait...

    • Downloads: 530
  • For eBusiness & Channel Strategy Professionals

    Report:Must-Have Features For Client Sites Of Wealth Management Firms

    Best Practices From The Secure Websites Of Leading US Investment Firms

    Forrester's research shows that web access on a personal computer remains, overwhelmingly, the touchpoint of choice for US investors who want to see their accounts or make a trade. In fact, getting...

    • Downloads: 438