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.

Refine your results

Date Range

Role

Methodology

Industry

Topics

Market Imperatives

Region

Vendor

Analyst

223 results in Reports

  • Enterprise Architecture Strategy & Process
  • For Enterprise Architecture Professionals

    Report:Assess Your Readiness For Integrated Strategic Planning And Execution

    Assessment: The Strategic Planning And Portfolio Playbook

    The age of the customer is redefining how companies are viewing, developing, and executing on their strategies. The essential practices for strategic planning and portfolio execution remain the same;...

    • Downloads: 56
  • For CIO Professionals

    Report:The Who Of Business Technology Decision-Making

    The BT Governance Collection: Stakeholders And Structures

    Enterprise governance is about decision rights: who has input into decisions, who makes them, how are outcomes measured, and who is held accountable for those outcomes. Business technology (BT)...

    • Downloads: 445
  • For Enterprise Architecture Professionals

    Report:Forrester's Business Capability Portfolio Assessment: Process Guide

    Even experienced executives have difficulty in deciding on the right mix of strategic investments. Business architecture leaders can assist executives in making the right decisions through the use of...

    • Downloads: 67
  • For CIO Professionals

    Report:Executing Enterprise-Versus-Local Decisions

    The Second In A Two-Part Series On Defining And Implementing Shared Services Or Local Capabilities

    All CIOs wrestle with which processes, technologies, organizations, and roles should be consistent across the organization (enterprise) and which should be specific to a business unit or geography...

    • Downloads: 174
  • For Enterprise Architecture Professionals

    Report:Tune Your Organization For Emerging Technology Innovation

    The disruptive impact of IT has become the top concern of chief executive officers (CEOs), and chief information officers (CIOs) are shifting their priorities in response. Despite this, we find firms...

    • Downloads: 627
  • For Enterprise Architecture Professionals

    Report:Healthcare Transformation Is Driving Disruption For Payers' Business Capabilities

    Forrester's Reference Business Capability Map Provides A Lens For Understanding Changes

    Management teams for health insurance businesses must transform their organizations to face a digital future that places consumers in the center of the ecosystem. Fueled by the need to manage...

    • Downloads: 143
  • For Application Development & Delivery Professionals

    Report:API Design, Part 3: Make Transactions And Error Handling Clear In Your API Designs

    Ensure That Your Choice Of Messaging Style Does Not Interfere With The Design Clarity Of Your API

    To fully exploit the business opportunity available through application programming interfaces (APIs), your designers must consider each API's purpose and audience as they answer a wide range of...

    • Downloads: 532
  • For Enterprise Architecture Professionals

    Report:Architect For Extreme Uncertainty

    Use Systemic Design To Deal With The Unknown Unknowns

    Enterprise architecture is now at a critical tipping point. New digital business models and an unrelenting focus on customer engagement are unlocking new exciting initiatives and projects for...

    • Downloads: 378
  • For Enterprise Architecture Professionals

    Report:Assessment Toolkit Overview: Assessing Your Readiness For High-Performance EA

    This workbook provides a step-by-step overview of the contents of the High-Performance EA Readiness Toolkit. Use this deck as a primer for completing the Excel-based readiness toolkit and to learn...

    • Downloads: 49
  • For Application Development & Delivery Professionals

    Report:The Transformation Imperative In Financial Services Defies Any Crisis

    The Q3 2012 Global Financial Services Architecture Online Survey Continues To Show A Focus On Transformation

    Today's financial services firms often find that their application landscape is no longer able to cope with their most urgent business drivers. Forrester's Q3 2012 Global Financial Services...

    • Downloads: 474
  • For Application Development & Delivery Professionals

    Report:Define Your Customer Relationship Management Plan

    Strategic Plan: The CRM Playbook

    To avoid wasting time and effort on ill-conceived customer relationship management (CRM) initiatives, you keep a laser focus on creating business value. Sound planning for CRM requires application...

    • Downloads: 753
  • For Enterprise Architecture Professionals

    Report:Break Down Silos With An Emerging Technology Road Map

    Firms increasingly depend on technology to be innovative and disruptive. However, our data indicates that most firms are not doing a good job of getting new technology in the door and ensuring that...

    • Downloads: 753
  • For Application Development & Delivery Professionals

    Report:API Design, Part 4: Future-Proof And Secure Your APIs To Fit Your Usage Scenarios

    Data Ownership Guides Security; Versioning Strategy And Open-Ended Design Protect Your APIs' Futures

    To fully exploit the business opportunity available through application programming interfaces (APIs), your designers must consider each API's purpose and audience as they answer a wide range of...

    • Downloads: 566
  • For Application Development & Delivery Professionals

    Report:Best Practices For Agile-Plus-Architecture

    Enterprises Need Sustainable Business Agility, Not Just Agile Development

    Agile development practices and continuous delivery are essential tools, but so is an architecture that enables resilience. Combining Agile and architecture is challenging. Agile development and...

    • Downloads: 112
  • For Application Development & Delivery Professionals

    Report:Increase Flexibility By Embracing Future Business And Technology Trends

    Vision: The Business Applications Playbook

    This report outlines Forrester's vision for the future of business applications. It summarizes the key business drivers and trends that are reshaping the value proposition of business applications....

    • Downloads: 2158
  • For Infrastructure & Operations Professionals

    Report:Evolve Your Infrastructure Architecture For Systems Of Engagement

    Strategic Plan: The Infrastructure Transformation Playbook

    The workloads presented by emerging systems of engagement have grown, dominated by a proliferation of mobile clients, big data and analytics, and nearly ubiquitous implementations of virtualization...

    • Downloads: 261
  • For Enterprise Architecture Professionals

    Report:Assess Your Readiness For Emerging Technology Opportunities

    The pace of business is accelerating; digitized information makes constant change and disruption an ongoing reality. Firms count on emerging technologies to give them a leg up in increasingly...

    • Downloads: 479
  • For Application Development & Delivery Professionals

    Report:Full Impact Of BIAN's Semantic Specifications Requires Compliant, Off-The-Shelf Solutions

    The BIAN Revisited Series: Part 2

    BIAN — the Banking Industry Architecture Network, a nonprofit organization working on definitions of semantically standardized business services for banking — has worked on semantic...

    • Downloads: 109
  • For Application Development & Delivery Professionals

    Report:AD&D's Five Roles In Successful Website Globalization And Localization

    Technology Globalization Strategies Go Far Beyond Mere Translation

    Organizations are chasing new revenue streams. In many cases, that means geographic expansion via organic or inorganic growth, requiring marketing and eBusiness teams to port content to new regions...

    • Downloads: 190
  • For Enterprise Architecture Professionals

    Report:Focus On Customer Value To Grow Organizational Maturity

    Most organizations aspire to implement outside-in, customer-focused, cross-functional processes that transform the culture of their organization and set it on the path toward continuous improvement....

    • Downloads: 325
  • For Infrastructure & Operations Professionals

    Report:Technology Management: Service Catalog Workbook

    This service catalog includes a variety of generic service families and the definitions of the service activities associated with them. IT executives should use these sample families as a starting...

    • Downloads: 43
  • For Application Development & Delivery Professionals

    Report:How To Implement Digital Business Design

    Move Deliberately, But Carefully, Toward Forrester's Vision For The Future Of Integration

    Application development and delivery (AD&D) professionals need a foundation for recasting their integration strategies to meet 21st-century demands for business agility. Forrester's vision for...

    • Downloads: 542
  • For Enterprise Architecture Professionals

    Report:A Framework For Information Management And Consumption Technology

    Tools And Technology: The Information Strategy And Architecture Playbook

    Enterprise architects carry the heavy responsibility of planning for elaborate implementations of complex technology. They must weigh the implications of the plans for all of the related architecture...

    • Downloads: 1404
  • For Infrastructure & Operations Professionals

    Report:Build Your Workforce Computing Strategic Plan

    Strategic Plan: The Workforce Enablement Playbook

    Few areas of technology are as fundamental to customer interaction and the execution performance of the business as the devices and software in the hands of its employees. Yet instead of seeing...

    • Downloads: 452
  • For CIO Professionals

    Report:BT's Customer Focus Requires New Thinking For Technology Road Maps

    Shift From Plans To Options Requires Changes To Investment And Governance Models

    Winning in the age of the customer requires a wholesale transformation of technology planning, acquisition, and management. Traditional annual-based planning cycles and fixed road maps will leave an...

    • Downloads: 283