Financial Advisors, Brokerages, Consumers By Affluence, Investments, Financial Services, Wealth Management
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."
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.
Bill is a graduate of Harvard University.
The Social Technographics® Profile Of US Investors June 23, 2008 BookmarkPDF
Customer Advocacy 2008: How US Consumers Rate Their Banks, Brokerages, And Insurers June 23, 2008 (Rating: 10) BookmarkPDF
Case Study: Charles Schwab Storms Back By Focusing On Customer Loyalty May 21, 2008 (Rating: 10) BookmarkPDF
ING Direct Infiltrates The Brokerage Market With ShareBuilder April 14, 2008 (Rating: 9) BookmarkPDF
US Investors Adopt eStatements April 01, 2008 BookmarkPDF
Benchmark 2008: Financial Services July 2008 Receive an alert when this document is published: email RSS
Customer Advocacy 2008: How US Consumers Rate Their Banks, Brokerages, and Insurers July 2008 Receive an alert when this document is published: email RSS
What the Affluent Want From Their Advisors July 2008 Receive an alert when this document is published: email RSS
Highlights Of The "eBusiness Channel and Product Executives in Financial Services" Forum August 2008 Receive an alert when this document is published: email RSS
Full-Service Brokerages Neglect The Net At Their Peril December 2008 Receive an alert when this document is published: email RSS
