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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234 results in Reports

  • Enterprise Architecture Strategy & Process
  • For Enterprise Architecture Professionals

    Report:Brief: Use Personas To Shape Mobile Architecture And Strategy

    Persona Analysis Should Be Part Of Your Architecture Toolkit

    Mobile projects move at the speed of light to deliver internal and consumer-facing applications. Many of these projects are successful, but others are epic failures. The frequent root causes are...

    • Downloads: 213
  • For Application Development & Delivery Professionals

    Report:Digital Business Design Is The New Integration

    Create A Cohesive Business From Your (Seemingly Random) Collection Of Applications And Data

    Integration is a perennial challenge for application development and delivery (AD&D) professionals. Vintage, monolithic applications are hard to deal with, and point solutions abound, including point...

    • Downloads: 969
  • For Application Development & Delivery Professionals

    Report:Financial Services Firms Prepare For The Business Applications Of The Future

    Service-Oriented Architecture Has Reached A Mature State In Banking

    Today's financial services firms often find their application landscape can no longer cope with their most urgent business drivers. Forrester's Q3 2012 Global Financial Services Architecture Online...

    • Downloads: 600
  • For Application Development & Delivery Professionals

    Report:Mobile Needs A Four-Tier Engagement Platform

    Road Map: The Mobile App Development Playbook

    Mobile is pushing aging web architectures to the brink. The three-tier architecture built for a browser-led PC world can't flex, scale, or respond to the needs of a good mobile experience or the...

    • Downloads: 1402
  • For Enterprise Architecture Professionals

    Report:Great CX Strategies Need EA Insight

    EA Pros Must Influence And Shape Actionable CX Strategy

    A recent Forrester survey of customer experience (CX) professionals found that only 15% of CX initiatives are very or extremely effective. In many cases, there was little or no collaboration between...

    • Downloads: 116
  • For Enterprise Architecture Professionals

    Report:Information Strategies Move Center Stage

    Vision: The Information Strategy And Architecture Playbook

    The flood of information coming from widespread digitization has created new opportunities and risks that business executives can't ignore. Forrester is seeing a dramatic uptick in the importance of...

    • Downloads: 759
  • For Enterprise Architecture Professionals

    Report:EA's Value To Customer-Experience-Driven Transformation

    Firms can no longer rely on operational excellence or product innovation alone for their success. Sooner or later, cost reduction efforts run out of steam and the organization is forced to...

    • Downloads: 362
  • For Enterprise Architecture Professionals

    Report:Brief: Digital Business Requires Different Organizational Ways Of Working

    EA Professionals Must Leverage Networks To Help Their Business In Digital Transformation

    We're in the era of digital business, where technology-empowered customers and business relationships require new operating models. Because customers are in charge, businesses must become more agile....

    • Downloads: 221
  • For CIO Professionals

    Report:CIOs: Structure Your Tech Management Roles To Balance Local And Enterprise Capabilities

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

    Many CIOs struggle with this question: Which processes, technologies, organizations, and competencies should be common across the organization (i.e., enterprise), and which should be specific to a...

    • Downloads: 303
  • For Enterprise Architecture Professionals

    Report:Mobilize, Monetize, And Harvest Enterprise Content With Interoperability Standards

    The CMIS Standard Is Solving Real-World Content Management Challenges

    Standards can help and hinder enterprise architecture. Successful standards let technology managers adopt systems that work together with minimal customization. Poor standards inhibit innovation and...

    • Downloads: 262
  • For Enterprise Architecture Professionals

    Report:Drive Coherence Across Your Diverse Information Architecture Landscape

    Landscape: The Information Strategy And Architecture Playbook

    The ability of enterprise and information architects to manage information strategically is becoming a high priority, but a coherent and comprehensive approach to information in the enterprise is a...

    • Downloads: 630
  • For Enterprise Architecture Professionals

    Report:Architecting Digital Business Transformation

    Australia Post's Customer Experience-Driven Enterprise Architecture Guides Pervasive Transformation

    Digital technology is transforming markets. Companies engaging in markets undergoing transformation are finding that their traditional products — and their product-centric mindset — no...

    • Downloads: 364
  • For Enterprise Architecture Professionals

    Report:BCEA Performance Metrics Address Broader Business Outcomes

    A good enterprise architecture (EA) methodology focuses on business outcomes. Forrester's EA method addresses both business outcomes and business agility, starting with how the business plans to how...

    • Downloads: 329
  • For Enterprise Architecture Professionals

    Report:Brief: Apache Spark Ignites The Big Data Landscape

    The First Spark Summit East Showcased Spark's Time-To-Insights Benefits

    Enterprise architecture (EA) professionals who are still unaware of Apache Spark's virtual hijacking of the big data technology agenda should get up to speed: The high-performance platform makes...

    • Downloads: 168
  • For Enterprise Architecture Professionals

    Report:Stretch Your Data Management Capabilities

    Continuous Improvement: The Data Management Playbook

    Firms face an enormous data management challenge: how to understand and service increasingly powerful customers and out-maneuver disruptive competitors. In the past, enterprise and data architects...

    • Downloads: 773
  • For Enterprise Architecture Professionals

    Report:Five Things EAs Should Do To Prepare For The Data Economy

    Expand Your Firm's Use Of Data And Change The Game

    The data economy is upon us and it's changing application and enterprise architectures. But enterprise architects are seldom asked "Get us ready for the data economy." Rather, data management...

    • Downloads: 353
  • 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 Enterprise Architecture Professionals

    Report:Data Governance Archetypes Shape The Focus And Fate Of Your Business

    How To Succeed At Data Governance 2.0

    Data governance is one of the thorniest challenges of business technology. A clear cut, centralized approach is illusive and would not work in practice even if it were attainable. Organizations must...

    • Downloads: 415
  • For CIO Professionals

    Report:Closing The Experience Gaps

    Adopt A New Experience Architecture And Philosophy To Bridge Gaps In Performance, Convenience, Personalization, And Trust

    Improving customer experience is now the No. 1 priority of business executives. And as Forrester's revised Customer Experience Index makes clear, simply meeting needs is not enough to deliver...

    • Downloads: 527
  • For Enterprise Architecture Professionals

    Report:Track Progress Toward High-Performance EA

    Performance Management: The EA Practice Playbook

    The age of the customer is raising the bar for what businesses need from their enterprise architecture program. Forrester finds enterprise architecture (EA) leaders challenged by the CIO to provide a...

    • Downloads: 798
  • For Application Development & Delivery Professionals

    Report:Microservices Have An Important Role In The Future Of Solution Architecture

    Notable Risks Call For Careful Preparation And A Measured Approach

    With increasing frequency, microservices are appearing in enterprises' efforts to achieve better software architectures, especially among those operating at scale, such as eBay, Google, Netflix, and...

    • Downloads: 146
  • For Enterprise Architecture Professionals

    Report:Map Your Way To Your Information Strategy's Business Outcomes

    Road Map: The Information Strategy And Architecture Playbook

    One of the most difficult aspects of an information architecture (IA) practice is engaging stakeholders to buy into your strategy and contribute to your architecture development. The architect's best...

    • Downloads: 939
  • For Enterprise Architecture Professionals

    Report:Purchasing The Building Blocks For Data Management

    Today's enterprise data architecture is changing to accommodate models and definitions that are frequently abstracted from data sources, federated sources, and data analytics performed during the...

    • Downloads: 568
  • For Enterprise Architecture Professionals

    Report:EA 2020 — The Transformation Of EA In The Age Of The Customer

    Customers are the key to business success. And changes in how customers engage with your business are forcing changes to marketing, product, and business strategies. In the "age of the customer,"...

    • Downloads: 580
  • For Enterprise Architecture Professionals

    Report:How China's Retail Innovators Built Their Agile Architecture Foundations

    Suning, JD.com, And Yihaodian Implemented Their Own Versions Of The Agile O2O Architecture Framework

    Enterprise architecture (EA) professionals who are putting customer experience (CX) at the top of their agenda should take a deep dive into China's retail industry. While the vertical still serves...

    • Downloads: 143