Bill Doyle Bill Doyle
Vice President, Principal Analyst

Research Coverage

Financial Advisors, Brokerages, Consumers By Affluence, Investments, Financial Services, Wealth Management

Research Focus

Bill serves eBusiness & Channel Strategy professionals. He specializes in the attitudes and behaviors of affluent and mass affluent investors, as well as in the technologies that support delivery of products and services such as financial advice. He has helped brokerage and wealth management firms design their Web sites, understand their advisors, and quantify market sizes and business opportunities.
During his 10 years at Forrester, Bill has led the company's coverage of the financial services industry. He had led research on other industries as well, including media and online advertising. Bill is the author of several Forrester Big Idea documents, including the recent "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. As director of editorial services for the Interchange Online Network, he managed content development for partners such as The Washington Post and Coopers & Lybrand. Prior to Interchange, Bill led the development and launch of Ziff-Davis Interactive's services for Prodigy.

Before his time at 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 ran Huttonline, the first ever online service from a full-service brokerage. He was also a researcher and writer at Newsweek.

Bill is a much sought-after speaker and moderator at conferences. He has been widely quoted in publications including The Wall Street Journal, The New York Times, USA Today, and BusinessWeek.

Education

Bill is a graduate of Harvard University.

Latest Research

Planned Research

Benchmark 2008: Financial Services July 2008
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Customer Advocacy 2008: How US Consumers Rate Their Banks, Brokerages, and Insurers July 2008
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What the Affluent Want From Their Advisors July 2008
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Highlights Of The "eBusiness Channel and Product Executives in Financial Services" Forum August 2008
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Full-Service Brokerages Neglect The Net At Their Peril December 2008
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Recent Media Citations
1to1 Weekly, "Is Your Bank An Advocate?" January 21, 2008
BusinessWeek, "An E*Trade Rescue Plan," November 13, 2007
CRM, "Financial Services Firms Must Invest In Customer Advocacy," June 26, 2007
CNBC, "Customer Advocacy," June 25, 2007
The New York Times, "The Online Broker, as Your Financial Supermarket," May 20, 2007

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