Analyst's Photo Name and Title Contact information
Bill Doyle

Bill Doyle
Vice President, Principal Analyst

Research Coverage

B2B Marketing, Brand Tactics, Brokerages, Business-To-Business eCommerce, Business-To-Consumer eCommerce, Channel Design Strategies, Consumers By Affluence, Customer Advocacy, Customer Experience, Financial Advisors, Financial Services, Financial Services Customer Experience, Financial Services Customer Relationship Management, Financial Services Customer Retention, Investments, Marketing & Advertising, Online Financial Products & Services, Relationship Marketing, Social Computing & Web 2.0, Wealth Management, Web Site Design, eBusiness/eCommerce, eBusiness/eCommerce Adoption, eBusiness/eCommerce Best Practices, eBusiness/eCommerce Strategy, eCommerce Trends, eStatements

Research Focus

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' Web sites; and customer loyalty. He has helped brokerages, asset managers, and insurers design their Web sites 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.

Latest Research

Planned Research

Canadian Full-Service Firms Neglect The Net At Their Peril April 2012
Receive an alert when this document is published:  email    RSS


US Investors Adopt eDelivery February 2012
Receive an alert when this document is published:  email    RSS



Bill Doyle serves eBusiness & Channel Strategy professionals.

Create A Research Alert

Forrester will alert you by email or RSS each time Bill Doyle publishes new content.

 Create A Research Alert

 Create An RSS Feed

Recent Media Citations
Reuters, "Wealth Manager-Schwab lets clients talk back on Web postings," June 28, 2011
Smart Money, "COVER STORY: 2011 Broker Survey: Ranking the Full-Service Contenders," May 9, 2011
Bloomberg Businessweek, "The Money Manager in Your Pocket," March 15, 2011
Financial Planning, "Traders, Investors Slow To Embrace Mobile Web, Apps," February 16, 2011
The Wall Street Journal, "The Great Consumer Courtship," February 12, 2011
American Banker, "Mint Teams Up With Betterment To Boost Revenue," February 9, 2011