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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223 results in Reports

  • Measurement
  • For Infrastructure & Operations Professionals

    Report:Forrester's Workforce Enablement Assessment Framework Model

    Forrester's workforce enablement assessment framework consists of four workforce enablement (WE) domains (oversight, technology, process, and people) and 41 WE functions. This abbreviated version of...

    • Downloads: 47
  • For CIO Professionals

    Report:Technology Management In The Age Of The Customer

    Only Customer-Obsessed Enterprises Can Survive Disruption

    Empowered customers are disrupting every industry — and CIOs need to understand how technology management must adapt in this rapidly evolving world. This report outlines how the age of the...

    • Downloads: 1521
  • For B2B Marketing Professionals

    Report:Metrics That Matter In L2RM Assessment Tool: Measurement And Performance

    This assessment tool enables you to score various lead-to-revenue management performance and marketing metrics.

    • Downloads: 33
  • For Customer Experience Professionals

    Report:Does Customer Experience Really Drive Business Success?

    The Relationship Between Superior Customer Experience And Growth

    It's the age of the customer, when technology and economic forces have changed the world to such a great extent that an obsession with winning, serving, and retaining customers is the only possible...

    • Downloads: 356
  • For eBusiness & Channel Strategy Professionals

    Report:2015 UK Mobile Banking Functionality Benchmark

    Lloyds Bank Tops Our Review Of UK Banks' Mobile Services

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the mobile banking offerings of five retail banks in the UK using 41 criteria. While all of the UK banks deliver the basics...

    • Downloads: 159
  • For Analyst Relations Professionals

    Report:Industry Analyst Relations And Insight

    Insight: The Industry Analyst Relations Playbook

    Insight is analyst relations' (AR's) forgotten child, almost always playing second fiddle to the influence operation by which vendors commonly gauge AR's worth. However, AR spends more of its budget...

    • Downloads: 120
  • For Customer Insights Professionals

    Report:Evaluate Your Marketing Performance Measurement Maturity

    Assessment: The Cross-Channel Attribution Playbook

    Customer insights (CI) professionals are constantly asked to measure the impact of marketing and media campaigns on key metrics, including gross margin and customer profitability. They must measure...

    • Downloads: 787
  • For Application Development & Delivery Professionals

    Report:Refine The Source Of Truth In Your Contact Center To Drive Better Performance

    Performance Management: The Contact Centers For Customer Service Playbook

    To quote Yogi Berra, "If you don't know where you are going, you'll end up someplace else." Today's contact centers are not lacking a large quantity of data about their performance, especially now...

    • Downloads: 272
  • For Infrastructure & Operations Professionals

    Report:Develop A Strategy To Transform Your IT Infrastructure And Operations Practice

    Strategic Plan: The I&O Practice Playbook

    The writing is on the wall: As-a-service technology, tech-savvy workers, and increased business complexity are widening the gap between business demand and traditional IT supply. This era is making...

    • Downloads: 620
  • For Enterprise Architecture Professionals

    Report:In Light Of ECM Maturity, Concerns Still Linger

    These data charts detail select results of Forrester’s May 2013 Global Enterprise Content Management Online Survey and the August 2013 Global SharePoint Usage Online Survey. We have compared...

    • Downloads: 110
  • 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: 1967
  • For CIO Professionals

    Report:Benchmark Your Enterprise Cloud Adoption

    Benchmarks: The Cloud Computing Playbook

    Most enterprise organizations have adopted cloud computing in some form; the key question is where your organization falls. Are you ahead of your competitors or lagging behind the average enterprise?...

    • Downloads: 534
  • For Analyst Relations Professionals

    Report:Industry Analyst Relations And Influence

    Influence: The Industry Analyst Relations Playbook

    Most valuable AR programs rely, sometimes exclusively, on analysts enhancing the commercial fortunes of the vendors by influencing marketplace players like buyers, partners, journalists, and...

    • Downloads: 429
  • For Infrastructure & Operations Professionals

    Report:Build Or Colocate? The ROI Of Your Next Data Center

    Data centers are running low on space, power, and cooling capacity. When it comes time to provision new data center capacity, IT infrastructure and operations (I&O) professionals face a critical...

    • Downloads: 714
  • For Enterprise Architecture Professionals

    Report:Align Application Rationalization Metrics To Your Objectives And Drivers

    Enterprises start application rationalization initiatives, but after the low-hanging fruit of little used business applications, they find it a struggle to progress. There are many root causes...

    • Downloads: 385
  • For CIO Professionals

    Report:Measuring Your Workforce Experience: Use Customer Experience Insight As Your Guide

    Performance Management: The Workforce Experience Playbook

    Finding and retaining the best talent is hard. Identifying the engaged workers who will deliver the kinds of results and customer outcomes you need is even harder. Knowing what the future will bring...

    • Downloads: 345
  • 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: 851
  • For Security & Risk Professionals

    Report:Assess The Maturity Of Your Mobile Security Program

    Assessment: The Mobile Security Playbook

    When developing a mobile security strategy for today's digital business, security and risk (S&R) executives must consider both how they will enable a digital workforce that expects to work anytime...

    • Downloads: 852
  • For B2C Marketing Professionals

    Report:Brief: With Exelate Acquisition, Nielsen Recognizes TV's Impending Addressable Future

    TV audiences are splintering across multiple devices; streaming platforms are becoming increasingly available; and the innovation brought on by dynamic ad insertion technologies is finally allowing...

    • Downloads: 107
  • For eBusiness & Channel Strategy Professionals

    Report:Understand The Metrics That Drive Global eCommerce Success

    Benchmark: The eCommerce Globalization Playbook

    Online businesses recognize that not only is the global eCommerce opportunity massive, but that a global presence is necessary to be competitive in today's retail landscape. One of the major hurdles...

    • Downloads: 342
  • For Application Development & Delivery Professionals

    Report:Quantify The Business Value Of CRM

    Business Case: The CRM Playbook

    CRM initiatives must not only be technically sound but also must answer the question, "What will we get for our money?" Application development and delivery (AD&D) pros who lead CRM projects must...

    • Downloads: 1141
  • 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: 534
  • For Customer Experience Professionals

    Report:Executive Q&A: The Top Seven Customer Experience Measurement Questions Answered

    To measure customer experience (CX), firms need a framework that tells them not only how good their customers' experiences are but also how to improve them and what benefits to expect from doing so....

    • Downloads: 967
  • For Enterprise Architecture Professionals

    Report:Benchmarking Your Records Management Program

    Forrester Research And ARMA International Records Management Online Survey, Q3 2012

    Decision-makers report big spending plans for their records management (RM) programs over the next year. Strong RM programs continue to target traditional compliance and information access...

    • Downloads: 389
  • For B2C Marketing Professionals

    Report:The State Of Consumers And Technology: Benchmark 2013, Europe

    European Consumer Technographics®

    This report is our annual overview of European consumers' behaviors and technology attitudes based on Forrester's European Consumer Technographics surveys and our ForecastView data. We analyzed...

    • Downloads: 69