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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35 results in Reports

  • Retail Credit
  • For Customer Experience Professionals

    Report:The Customer Experience Index, 2013

    How good is the customer experience at your company — as rated by your own recent customers? This report answers that question by providing benchmarks of the quality of customer experience for...

    • Downloads: 2534
  • For Customer Experience Professionals

    Report:The Business Impact Of Customer Experience, 2013

    Years of Forrester data confirm the strong relationship between the quality of a firm's customer experience (CX) and loyalty. We built three simple models to estimate the impact customer experience...

    • Downloads: 1396
  • For CIO Professionals

    Report:Smart Process Applications Fill A Big Business Gap

    They Will Grow Twice As Fast As The Enterprise Application Market

    Smart process apps are a new category of application software designed to support business activities that are people-intensive, highly variable, loosely structured, and subject to frequent change....

    • Downloads: 946
  • For Customer Insights Professionals

    Report:Case Study: China CITIC Bank Uses Analytics To Boost Credit Card Profits

    Optimized Customer And Marketing Analytics Were The Key To Increasing Transaction Value And Profits

    Recent Forrester research has found that marketing and customer insights professionals in China have started using tools such as data mining, predictive analytics, and modeling. China CITIC Bank,...

    • Downloads: 82
  • For CMO Professionals

    Report:Financial Service Brands Fail To Earn TRUE Consumer Trust

    Technographics® TRUE Brand Compass: Financial Services

    Forrester's research shows that consumers demand more from brands in the 21st century. Marketers across all industries now have a steeper hill to climb to earn brand preference, referral, and...

    • Downloads: 409
  • For eBusiness & Channel Strategy Professionals

    Report:2012 Canadian Credit Card Secure Website Rankings

    RBC And CIBC Lead With Critical Functionality

    Despite the rapid rise of mobile and tablet banking, secure websites remain the No. 1 digital touchpoint for credit cardholders interacting with their providers. Before eBusiness professionals at...

    • Downloads: 207
  • For Application Development & Delivery Professionals

    Report:Brief: Banking Platforms Need To Become Customer Centric

    Systems Of Engagement Need To Build On Seamless Banking Processing

    Banks need to provide a consistent and enjoyable customer experience along the whole customer engagement life cycle. To ensure process and data consistency, banks must embed a banking system of...

    • Downloads: 273
  • For Customer Experience Professionals

    Report:The Customer Experience Index, 2014

    Benchmarks: The Customer Experience Maturity Playbook

    How good is the customer experience at your company — as rated by your own customers? This report helps answer that question by providing benchmarks of the quality of customer experience for...

    • Downloads: 2378
  • For Customer Experience Professionals

    Report:The Business Impact Of Customer Experience, 2014

    Business Case: The Customer Experience Maturity Playbook

    Years of Forrester data confirm the strong relationship between the quality of a firm's customer experience (CX) and customer loyalty. We built three simple models to estimate the impact that...

    • Downloads: 1390
  • For Security & Risk Professionals

    Report:Simplify Cybersecurity With PCI

    Policy And Procedures US Government Spotlight: The Security Architecture And Operations Playbook

    US federal law, specifically the Federal Information Security Management Act (FISMA), requires US federal government agencies to adhere to National Institute of Standards and Technology (NIST)...

    • Downloads: 401
  • For Security & Risk Professionals

    Report:No More Chewy Centers: The Zero Trust Model Of Information Security

    Vision: The Security Architecture And Operations Playbook

    There's an old saying in information security: "We want our network to be like an M&M, with a hard crunchy outside and a soft chewy center." For a generation of security and risk (S&R) professionals,...

    • Downloads: 2373
  • For Application Development & Delivery Professionals

    Report:How To Turn The USA EMV Retail Deadline Into Customer Advantage

    In October 2015, responsibility for credit cardholder present fraud will shift from the issuer to retailers that have failed to implement chip and pin protection. Retailers with 75% of more of their...

    • Downloads: 84
  • For Enterprise Architecture Professionals

    Report:Transform Banking Enterprise Architecture For Business Innovation

    Leading China-Based Banks Show How To Support Product, Operational, And Organizational Innovation

    The banking industry in China is transforming. Internet companies and changes to the regulatory environment are having a significant impact on this highly regulated market segment. Facing a complex...

    • Downloads: 249
  • For eBusiness & Channel Strategy Professionals

    Report:Multichannel Home Lending Status Boosts Results

    eBusiness Professionals Must Integrate Mobile Into Loan Processes

    As customers become more comfortable with research and applying for financial products through mobile devices, eBusiness professionals at banks will need to consider how mobile can support...

    • Downloads: 392
  • For Security & Risk Professionals

    Report:The Cybercriminal's Prize: Your Customer Data And Competitive Advantage

    Business Case: The Data Security And Privacy Playbook

    Protecting customer data such as credit card information, log-in credentials, and other personally identifiable information is one of the top priorities for both security and risk (S&R) leaders and...

    • Downloads: 820
  • For eBusiness & Channel Strategy Professionals

    Report:2012 US Credit Card Secure Website Rankings

    Discover Financial Services Takes The Top Spot With Robust Functionality And Strong User Experience

    Despite the rapid rise of mobile and tablet banking, secure websites remain the No. 1 digital touchpoint for credit cardholders interacting with their providers. Before eBusiness professionals at...

    • Downloads: 355
  • For Enterprise Architecture Professionals

    Report:Accelerate Business Change With The Right BPM Tools And Technologies

    Today, business process management (BPM) excellence programs can choose from a variety of technology options to deliver process improvement across the enterprise. Forrester currently segments the BPM...

    • Downloads: 797
  • For Security & Risk Professionals

    Report:Big Data In Fraud Management: Variety Leads To Value And Improved Customer Experience

    Forrester defines "big data" as the techniques and technologies that make handling data at extreme scale affordable. The hope is that organizations can mine the huge volume and variety of data they...

    • Downloads: 660
  • For eBusiness & Channel Strategy Professionals

    Report:Best Practices In Mortgage Sales

    Weave Human And Digital Touchpoints Together To Improve The Experience And Drive Conversion

    The first in our financial product sales series, this report looks at how eBusiness executives can drive mortgage sales and improve the customer experience for both homebuyers and refinancers....

    • Downloads: 119
  • For eBusiness & Channel Strategy Professionals

    Report:2013 US Credit Card Online Sales Rankings

    American Express Takes The Lead With Extensive Functionality

    Credit cards are the top selling financial product in the US, and the majority of credit card applicants apply online. To help eBusiness teams benchmark their credit card sales websites and plan...

    • Downloads: 368
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2014: How US Consumers Rate Their Financial Institutions

    Customers Rate Their Banks, Credit Card Providers, Insurers, And Investment Firms

    The traditional competitive barriers in retail financial services are crumbling. Digital touchpoints render branch distribution strength impotent. Digital technologies are cheaper and easier to...

    • Downloads: 283
  • For Security & Risk Professionals

    Report:Listen To Your Customers To Meet Financial Regulations

    The Consumer Financial Protection Bureau Is Changing The Face Of Customer Care

    Financial services firms face a new regulator in the Consumer Financial Protection Bureau (CFPB) that demands they pay more attention to customer complaints about services or products. The new...

    • Downloads: 90
  • For Customer Experience Professionals

    Report:Better Customer Experience Correlates To Higher Net Promoter Scores

    Credit Card Companies And Wireless Service Providers Benefit From Higher Net Promoter Scores Through Better Customer Experience

    Net Promoter Score (NPS) is a wildly popular tool for assessing customers' likelihood to recommend a company's product or service. As valuable as NPS can be, by itself, the "one number you need to...

    • Downloads: 854
  • For eBusiness & Channel Strategy Professionals

    Report:2014 US Credit Card Secure Website Benchmark

    Discover Takes The Top Spot

    Digital teams at credit card issuers have worked hard on enhancements to their secure websites as the Web has become the primary way that cardholders manage their money. But these teams need to...

    • Downloads: 143
  • For Enterprise Architecture Professionals

    Report:Connecting Strategy To Execution

    A Profile Of Enterprise Architecture Award Winner MasterCard And Its Business-Centered EA

    In 2013, MasterCard received one of the five InfoWorld/Forrester Enterprise Architecture Awards for its innovative approach to connecting business strategy to project execution. In a period of...

    • Downloads: 448