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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219 results in Reports

  • Measurement
  • For Enterprise Architecture Professionals

    Report:EA Isn't Meeting The Demand For New Technology

    Your business is relentlessly pursuing opportunities to win, serve, and retain customers, and demanding new technology to do it. Meanwhile, enterprise architecture (EA) professionals are struggling...

    • Downloads: 319
  • For Enterprise Architecture Professionals

    Report:Forrester's BA Performance Management: Tool

    Many business architecture (BA) leaders have difficulty articulating BA value or defining meaningful metrics to reflect and manage BA efforts. However, BA leaders can define and measure metrics...

    • Downloads: 42
  • For eBusiness & Channel Strategy Professionals

    Report:Benchmarking Your Growing B2B eBusiness

    Engaged in a never-ending battle for the most effective people, processes, and technologies, business-to-business (B2B) companies must be keenly aware at all times of where they stand versus their...

    • Downloads: 380
  • For Application Development & Delivery Professionals

    Report:The State Of Digital Customer Experience Technology, 2013

    Findings From Forrester's Digital Customer Experience Online Survey

    Forrester recently surveyed 233 digital customer experience professionals with decision-making roles in digital experience (DX) technologies, asking them about their strategies for the coming 12 to...

    • Downloads: 931
  • For Infrastructure & Operations Professionals

    Report:Three Best Practices From Early BYOT Adopters In India

    Address Management Concerns Around Data Security, ROI, And Business Requirements To Build A Valid Business Case

    The consumerization of IT in India is leading more people to use personal mobile devices, applications, and public cloud services for work, a trend that Forrester refers to as "bring your own...

    • Downloads: 143
  • For Sourcing & Vendor Management Professionals

    Report:Best Practices For Continuous Improvement In Outsourcing

    Many outsourcing relationships don't evolve much because they are lacking continuous improvement (CI), one of the important elements in outsourcing contracts. IT organizations want to keep their...

    • Downloads: 404
  • For Enterprise Architecture Professionals

    Report:Let The Adjacent Possible Guide Your Information Strategy

    Strategic Plan: The Information Strategy And Architecture Playbook

    A new era of information agility is upon us that carries opportunities similar to that of the dot-com boom. But these opportunities depend upon an organization's ability to optimize internal...

    • Downloads: 901
  • For Application Development & Delivery Professionals

    Report:Win Funding For Your Customer Service Project

    Business Case: The Contact Centers For Customer Service Playbook

    In the age of the customer, customer service must be a cornerstone of a company's customer experience strategy. Application development and delivery (AD&D) pros supporting customer service operations...

    • Downloads: 516
  • For B2C Marketing Professionals

    Report:Benchmark Your North American Social Marketing Efforts

    Benchmarks: The Social Marketing Playbook

    North American marketers have fully embraced social tactics to help them meet their reach, depth, and relationship objectives, using an average of 7.5 social tactics each. In this report, we show you...

    • Downloads: 363
  • For Enterprise Architecture Professionals

    Report:Identify Essential Methods For Your Business Architecture Program

    Business architecture (BA) is the practice through which an organization adds analytical rigor to the planning and decision-making surrounding change. Whether changes are driven by competitive...

    • Downloads: 989
  • For Application Development & Delivery Professionals

    Report:How Can You Scale Your Agile Adoption?

    Results From Forrester's Q3 2013 Global Agile Software Application Development Online Survey

    Thirteen years after Ken Schwaber, Jim Highsmith, and 15 others signed the Agile manifesto, Agile is still on everyone's lips. Data from Forrester's Q3 2013 Global Agile Software Application...

    • Downloads: 651
  • For Customer Experience Professionals

    Report:Beyond Surveys: New Tools For More Effective CX Measurement

    Structured surveys are the mainstay of customer experience (CX) measurement programs. Despite their advantages, surveys fall short in ways that can leave gaps in the insight that CX professionals...

    • Downloads: 332
  • For Application Development & Delivery Professionals

    Report:From Strategy To Execution: Assessing PMO Capabilities In The Age Of The Customer

    Part 1 Of Forrester's Look At Strategic Project Management Offices

    The age of the customer demands that firms completely reassess their project management office (PMO) planning and delivery practices. The traditional focus of PMOs conflicts with the need for speed...

    • Downloads: 646
  • For Security & Risk Professionals

    Report:Use Commercial IAM Solutions To Achieve More Than 100% ROI Over Manual Processes

    Business Case: The Identity And Access Management Playbook

    Security and risk (S&R) executives responsible for identity and access management (IAM) must manage access to sensitive applications and data without inhibiting business agility, compromising...

    • Downloads: 870
  • For CIO Professionals

    Report:The Canadian Tech Market Outlook For 2015

    Canadian Firms Continue To Lag Behind Their US Counterparts In Both BT And IT Spending

    Canadian CIOs need to be more aggressive in pushing for tech spending increases in 2015. At a time when firms in the US are expanding technology expenditures — especially on business technology...

    • Downloads: 130
  • For Enterprise Architecture Professionals

    Report:Create KPIs That Show The Effectiveness Of Your Information Strategy

    Continuous Improvement: The Information Strategy And Architecture Playbook

    How effective is your information strategy? You can't answer that question without a comprehensive assessment process and key performance indicator (KPI) reporting mechanism that specifically targets...

    • Downloads: 843
  • For eBusiness & Channel Strategy Professionals

    Report:2015 US Small Business Insurance Digital Sales Functionality Benchmark

    The Hartford Leads Our First Review Of US Small Business Insurer Digital Sales Functionality

    The US economy is booming, and so is small business growth. And as businesses grow, so does their need for business insurance. How effective are small business insurance websites when it comes to...

    • Downloads: 122
  • For B2C Marketing Professionals

    Report:Make The Most Of Analytics To Meet Your Mobile Objectives

    Performance Management: The Mobile Marketing Playbook

    In Europe and in the US, mobile now represents, on average, more than 20% of overall traffic to websites. For some companies, including many in media, more than half of all visits come via mobile...

    • Downloads: 851
  • For Enterprise Architecture Professionals

    Report:Embrace Five Disruptive Trends That Will Reshape BPM Excellence

    Enterprise architects leading business process management (BPM) excellence initiatives live at the crossroads of business strategy and process execution, providing BPM insights to technologists and...

    • Downloads: 1041
  • For Enterprise Architecture Professionals

    Report:Can You Give The Business The Data That It Needs?

    Business leaders tell Forrester that they don't want more data; they want trusted data and an easier path to understand what it means. To get there, enterprise architects and application developers...

    • Downloads: 529
  • For eBusiness & Channel Strategy Professionals

    Report:Use Analytics To Build Mobile Advantage

    Performance Management: The Mobile eBusiness Playbook

    Consumer expectations have shifted. As a result of their perpetual mobile connections, consumers have experienced what Forrester calls a mobile mind shift: the expectation that they can get relevant...

    • Downloads: 655
  • For Application Development & Delivery Professionals

    Report:Define The Right Metrics For Tracking CRM Success

    Performance Management: The CRM Playbook

    Defining the right metrics to track success and prompt corrective action is a critical best practice for getting more value out of customer relationship management (CRM) initiatives. In addition to...

    • Downloads: 1950
  • For Security & Risk Professionals

    Report:Build The Business Case For GRC

    Business Case: The Governance, Risk, And Compliance Playbook

    As governance, risk, and compliance (GRC) programs mature, the return on investment (ROI) risk professionals drive from committed resources to GRC are drawing increasing levels of attention from...

    • Downloads: 1396
  • For Infrastructure & Operations Professionals

    Report:Shift From Chronic To Supersonic Performance With The I&O Transformation BSC

    Performance Management: The I&O Transformation Playbook

    Infrastructure and operations (I&O) transformation performance management practices must satisfy three transformation goals. First, they must help I&O leaders drive their transformation by promoting...

    • Downloads: 78
  • For Sourcing & Vendor Management Professionals

    Report:Build SVM's Business Case On ROI

    Sourcing and vendor management (SVM) professionals who are not operating under unified processes, governance, tools, and even goals will fail to deliver the maximum value to the business. Yet most...

    • Downloads: 230