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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14 results in Reports

  • Bill Doyle
  • eBusiness & Channel Strategy
  • eCommerce
  • Past 12 months
  • 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: 877
  • 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: 564
  • 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: 511
  • For eBusiness & Channel Strategy Professionals

    Report:Digital Disruption Threatens Wealth And Asset Management

    This Time It's Real: Incumbent Investment Firms Are Vulnerable To The Once-In-A-Generation Disruption

    Firms in the retirement, brokerage, wealth, and asset management industries have so far been spared the kind of disruption that has ripped through industries like music and publishing. That's about...

    • Downloads: 395
  • For eBusiness & Channel Strategy Professionals

    Report:Lessons In Leading A Digital Business Transformation

    Insights From The Front Lines At 3M, Bank Of America, And Walgreens

    The forces of digital disruption have reached critical mass, threatening every incumbent firm in every industry. Attendees at our Forum For eBusiness & Channel Strategy Professionals heard from...

    • Downloads: 309
  • For eBusiness & Channel Strategy Professionals

    Report:Predictions 2015: Digital Wealth Management Corrodes Traditional Firms

    Traditional wealth management firms have been insulated from the convulsive change brought by digital technology because their clients are older and barriers to entry are steep. But conditions are...

    • Downloads: 308
  • 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: 295
  • 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: 296
  • For eBusiness & Channel Strategy Professionals

    Report:What's The Secret To Wealthfront's Success?

    Growth Is Accelerating As The Digital Investment Manager Tops $1 Billion In Assets Under Management

    Wealthfront is the first digital investment manager to hit $1 billion in assets under management, and its growth is accelerating. What's creating this momentum? A simple, uncomplicated offer for a...

    • Downloads: 258
  • 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: 204
  • For eBusiness & Channel Strategy Professionals

    Report:Segmenting US Investors, 2015

    Forrester's Segmentation Combines Self-Directedness And Investable Assets

    The new power of consumers means that a focus on the customer now matters more than any other strategic imperative. Customer segmentation allows firms to systematically understand and serve their...

    • Downloads: 130
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Intelligent Portfolios From Charles Schwab Will Ignite The Robo-Advisor Market

    Charles Schwab's strong entry into the digital investment management market will boost awareness and adoption of so-called "robo-advisors," which offer managed accounts for a fraction of what...

    • Downloads: 131
  • For eBusiness & Channel Strategy Professionals

    Report:What Different Investor Segments Really Want

    Understanding US Investor Segments Through The Media They Consume

    Forrester segments investors based on two dimensions: investable assets and self-directedness. The combination yields nine discrete investor segments. Among other distinct characteristics, the...

    • Downloads: 89
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Schwab's Intelligent Portfolios Will Squeeze Other Investment Managers

    Top Custodian Unveils Aggressively Priced Robo-Advice Platform For Independent Advisors

    Two weeks after launching its direct-to-consumer digital investment manager, Charles Schwab has unveiled a version for independent Registered Investment Advisors (RIAs) and their clients. Like its...

    • Downloads: 88