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Leslie Owens

Principal Analyst & Research Director serving Enterprise Architecture PROFESSIONALS

Leslie serves Enterprise Architecture Professionals. She leads a team of analysts who provide research and advisory services on emerging technology, information strategy and architecture, data management, and content management. Leslie provides Forrester's coverage of specific information management topics such as enterprise search, semantic tools, information classification, and taxonomies. She helps enterprises improve access to information through strategic application of technology and guidance on process.

Previous Work Experience

Leslie has more than 12 years of experience in the field of information management. Prior to joining Forrester in 2007, she managed the enterprise search program at Abbott Laboratories. In this role, she developed the enterprise search strategy and guided the selection of ontology management software. In addition, she contributed to enterprise initiatives around records management, collaboration, digital asset management, and web content management systems. Prior to Abbott, Leslie developed taxonomies as an independent consultant for Fortune 500 clients.


Education

Leslie holds a master's degree in library and information science from the University of Illinois at Urbana-Champaign, with a focus on cataloging and classification. She holds an undergraduate degree in political science from Duke University.

Research Coverage:

Enterprise Portals & Search, Enterprise Portals, Intranets & Extranets, Enterprise Search Platforms, IBM, Information Management, Information Workplace, Microsoft, Research In Motion, Taxonomy & Classification, Text Mining & Analytics

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19 results in Everything

  • eCommerce
  • Bill Doyle

  • For eBusiness & Channel Strategy Professionals

    Report:Collaborative Advice

    Using Digital Touchpoints To Enhance Advisor-Client Relationships

    Bill DoyleJuly 11, 2012

    In the past, financial advisors and agents typically didn't involve clients in the advice generation process. They worked their magic behind the scenes and then presented clients with the final...

    • Downloads: 342

  • For eBusiness & Channel Strategy Professionals

    Report:How Clients Want To Interact With Financial Advisors

    Younger Consumers Prefer Online Chat, Websites, And Email

    Bill DoyleMay 12, 2011

    Now more than ever, clients are using new channels to communicate with their financial advisors. Younger clients show a strong preference for communicating with advisors through digital channels like...

    • Downloads: 651
    • Rating:

  • For eBusiness & Channel Strategy Professionals

    Report:The State Of Mobile Investing

    Bill Doyle, Peter WannemacherFebruary 16, 2011

    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...

    • Downloads: 951
    • Rating:

  • For eBusiness & Channel Strategy Professionals

    Charts & Figures:Tweets Become More Personal With Pictures And Signatures

    Bill DoyleFebruary 24, 2012

  • For eBusiness & Channel Strategy Professionals

    Report:Mobile And Social Technologies Come Late To Wealth Management

    Younger Generations Are Just The First Wave Of Mobile and Social Adopters

    Bill DoyleJune 08, 2011

    To date, traditional investment and life insurance firms have been insulated from the disruptive forces of mobile and social technologies because their best clients are older. In countries around the...

    • Downloads: 927

  • For eBusiness & Channel Strategy Professionals

    Client Inquiry:Competitive Analysis Of Mobile Strategy For US Wealth Management Firms

    Bill DoyleMay 25, 2011

    We are looking at competitor analysis for strategies and implementation, as well as current capabilities for other US wealth management (USWM) firms in mobility devices (e.g., smartphones and...

    • For eBusiness & Channel Strategy Professionals

      Report:How To Create A Site That Appeals To Affluent Investors

      Use Importance And Quality Ratings To Prioritize Improvements To Your Site

      Bill DoyleFebruary 15, 2012

      Four out of five US online affluent investors visit their investment firms' websites at least a few times a year. What secure-site features do they value most? Account inquiry features —...

      • Downloads: 459
      • Comments: 1
      • Rating:

    • For eBusiness & Channel Strategy Professionals

      Report:2013 Mobile Wealth Management Functionality Benchmark

      E-Trade And Fidelity Lead The Pack

      Bill DoyleJanuary 16, 2013

      With investor expectations rising and substantial business at stake, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester evaluated the...

      • Downloads: 310

    • For eBusiness & Channel Strategy Professionals

      Report:US Investors Adopt eDelivery, But Most Still Want Paper

      To Boost Adoption, Executives Need To Educate Customers About The Benefits

      Bill DoyleFebruary 09, 2011

      The number of investors who receive statements and other account communications in electronic form is up substantially over the past three years. But most investors still cling to paper. Why? Many...

      • Downloads: 287

    • For eBusiness & Channel Strategy Professionals

      Tool:Time-Sensitive Products Have Higher eDelivery Adoption Rates

      Bill DoyleFebruary 09, 2011

    • For eBusiness & Channel Strategy Professionals

      Report:Case Study: Ameriprise Uses LinkedIn To Help Consumers Find Advisors

      Bill DoyleFebruary 22, 2012

      Social media will have an outsized impact on relationship-based businesses like investment firms, life insurers, and private banks. Some of these wealth management firms are piloting programs that...

      • Downloads: 449

    • For eBusiness & Channel Strategy Professionals

      Tool:Generational Trends In Channel Preferences

      Bill DoyleMay 12, 2011

    • 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

      Bill Doyle, Peter WannemacherNovember 16, 2011

      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:How US Consumers Research And Buy Investment Products

      Purchasers Have Often Researched Through A Different Channel

      Bill Doyle, Molly SimpsonFebruary 28, 2011

      Over the past year, 7% of US online adults have purchased an investment product. While the online channel is the most popular channel for researching, the in-person channel is the most popular for...

      • Downloads: 505

    • For eBusiness & Channel Strategy Professionals

      Report:The Top Five Trends In Digital Wealth Management For 2012

      Mobile, Social, Video, Advice, And Usability Will Change Retail Investing

      Bill DoyleFebruary 09, 2012

      Rocketing adoption — by financial advisors and agents as well as investors — is driving five digital trends that will change the wealth management industry. Smart eBusiness managers will...

      • Downloads: 972
      • Comments: 1
      • Rating:

    • For eBusiness & Channel Strategy Professionals

      Report:Which Digital Touchpoints Should You Focus On Now?

      Use The Splinternet Engagement Index To Jumpstart Your Agile Commerce Strategy

      Bill DoyleApril 05, 2012

      This report, originally written for market insights professionals, includes content relevant to eBusiness and channel strategy professionals. Here's why: The golden age of the Web is over. The...

      • Downloads: 574
      • Rating:

    • For eBusiness & Channel Strategy Professionals

      Report:Which Investors Are Likely To Adopt eDelivery?

      Potential Adopters Are Younger, Secure Online, And Open To Ads And Advice

      Bill DoyleFebruary 09, 2011

      More and more US investors are opting to receive statements and other account communications online. But the numbers remain small: Just 22% of US investors have gone online-only for an investment...

      • Downloads: 303

    • 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

      Bill Doyle, Peter WannemacherMay 24, 2011

      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: Vanguard Uses Social Media To Learn From Its Clients

      Bill DoyleFebruary 24, 2012

      Adoption of social media among investors is relatively high, but many investment firms have been slow to embrace the medium. The Vanguard Group has had success by using social media to engage with...

      • Downloads: 528
      • Rating:

    • For eBusiness & Channel Strategy Professionals

      Tool:Consumers' Preferred Channels For Interacting With Financial Advisors

      Bill DoyleMay 12, 2011
     
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