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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42 results in Reports

  • Julie A. Ask
  • Past 18 months
  • For CIO Professionals

    Report:Re-Engineer Your Business For Mobile Moments

    Embrace The IDEA Cycle: Identify, Design, Engineer, Analyze

    The mobile mind shift is the expectation that your customer can get what she wants in her immediate context and moments of need. This shift means the battle for your customer's attention will be...

    • Downloads: 572
  • For eBusiness & Channel Strategy Professionals

    Report:Improve Mobile Moment Design With iOS 8

    Introducing The Top Ten Ways To Leverage Apple's New Tech

    The release of iOS 8 along with Apple's iPhone 6 series offers eBusiness professionals new opportunities to win, serve, and retain customers in their mobile moments by breaking down the walls between...

    • Downloads: 190
  • For eBusiness & Channel Strategy Professionals

    Report:Micro Moments Are The Next Frontier For Mobile

    Build A Micro Moments Strategy And You'll Be Ready For Wearables

    The moments that characterize the mobile mind shift are getting shorter. Simple triggers — messages, sounds, even tactile sensations — spur consumers to take action, both on devices and...

    • Downloads: 355
  • For eBusiness & Channel Strategy Professionals

    Report:The State Of Mobile App Development

    Few eBusiness Teams Keep Pace With Customer App Expectations

    eBusiness professionals struggle to keep pace with consumer expectations of mobile apps. Competitors, entrepreneurs, and brands outside their industry push the envelope on what defines "best in...

    • Downloads: 125
  • For eBusiness & Channel Strategy Professionals

    Report:Predictions 2014: Mobile Trends In eBusiness

    Navigate Beyond The Hype To Drive Near-Term Results

    In 2014, there will be more than 2 billion smartphones globally. Mobile is becoming not only the new digital hub but also the bridge to the physical world. That's why mobile will affect more than...

    • Downloads: 889
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile's Trojan Horse: The Messaging Platform

    Engage Customers In Their Mobile Moments — Even If The Moments Aren't Yours

    Companies with a strong mobile user base are going public and being acquired for astounding valuations. Some have no revenue, and you likely haven't heard of most of these companies. You are probably...

    • Downloads: 288
  • For eBusiness & Channel Strategy Professionals

    Report:Build A Pervasive Corporate Mobile Competency

    Organization: The Mobile eBusiness Playbook

    Mobile strategy has evolved since 2010. Then, a mobile strategy equated to a mobile services road map and technology platform choices. An individual or small team could both create a strategy and...

    • Downloads: 605
  • For Application Development & Delivery Professionals

    Report:Brief: How TripIt Masters Mobile Moments For Frequent Fliers

    Concur's Travel Organizing App Powerfully Combines Operational Awareness With Mobile Engagement

    Customers' mobile mind shift means they expect service in their immediate context and moment of need. The battle for customers' attention and loyalty will be waged in mobile moments — any time...

    • Downloads: 184
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Mind Shift Maturity Framework

    Assessment: The Mobile eBusiness Playbook

    Few companies have adapted to the mobile mind shift. Many don't have the resources, budget, and organization to make the shift. This document will help eBusiness and channel strategy professionals...

    • Downloads: 171
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Is Not A Channel

    Vision: The Mobile eBusiness Playbook

    eBusiness professionals who treat mobile as just a channel will fail. Mobile is not a new technology in 2014, but 62% of eBusiness professionals still treat it as one. Rather than leveraging mobile...

    • Downloads: 316
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Mandate For eBusiness Professionals

    Business Case: The Mobile eBusiness Playbook

    Mobile offers eBusiness and channel strategy professionals the opportunity to engage with consumers at every step of their purchasing journey, from upper-funnel demand generation through...

    • Downloads: 1135
  • For eBusiness & Channel Strategy Professionals

    Report:Executing End-To-End Mobile Services

    Mobile technologies are tactics — not strategies in themselves. Too often mobile services conversations start with "Let's build an app." Instead, decisions like these should only be undertaken...

    • Downloads: 1279
  • For eBusiness & Channel Strategy Professionals

    Report:Apply Best Practices To Mobile Business Initiatives

    Processes: The Mobile eBusiness Playbook

    This brief, part of the mobile eBusiness playbook, highlights key processes that constitute best practices for eBusiness and channel strategy professionals whose responsibilities include the use of...

    • Downloads: 166
  • For eBusiness & Channel Strategy Professionals

    Report:Building Mobile Services? Location Matters

    Intelligent Location Enables Smart Consumer Engagement

    Consumers are very task-oriented on their mobile phones. At most, they allot a minute or two to check a price, get a boarding pass, or pay a bill. As a result, digital business professionals must...

    • Downloads: 253
  • For CIO Professionals

    Report:CIOs: Organize For Mobile Success

    Build And Support IDEA Teams To Drive Mobile Moments

    Customer expectations are soaring as the mobile mind shift accelerates. In order to meet those expectations, CIOs must work closely with their business peers. Where to start? We suggest a four-part...

    • Downloads: 261
  • For eBusiness & Channel Strategy Professionals

    Report:Win Your Offline Mobile Moments

    Use Mobile To Break Down Channel Barriers On-Premises

    Your customer is experiencing a mobile mind shift. She expects to get anything she wants, immediately and in context. Whether she's in your store making a product decision or navigating an airport,...

    • Downloads: 124
  • For Marketing Leadership Professionals

    Report:Predictions 2014: Mobile Trends For Marketers

    Navigate Beyond The Hype To Drive Near-Term Results

    In 2014, there will be more than 2 billion smartphones globally. Mobile is becoming not only the new digital hub but also the bridge to the physical world. That's why mobile will affect more than...

    • Downloads: 930
  • For eBusiness & Channel Strategy Professionals

    Report:Create Mobile Moments With Messaging

    A Guide To Using Mobile Messaging To Engage Customers

    Mobile moments are the new competitive battleground. Mobile messaging creates mobile moments, or the ability to serve your customers proactively in their moment of need. Mobile messaging improves...

    • Downloads: 302
  • For CIO Professionals

    Report:Quick Take: Apple's WWDC 2014 Tour De Force

    New Developer Tools And Business Features Will Strengthen Apple's Leading Position In The Age Of The Customer

    Introduced by Apple CEO Tim Cook, Apple software leader Craig Federighi motored through a dense list of new operating systems, iOS 8 and OS X Yosemite, compelling new customer features such as the...

    • Downloads: 139
  • For Customer Experience Professionals

    Report:Mobile Moments Transform Customer Experience

    Mobile Experiences In Four Steps: Identify, Design, Engineer, And Analyze

    Your customer is experiencing a mobile mind shift: the expectation that she can get what she wants in her immediate context and moments of need. As a result, mobile is central to customer experience...

    • Downloads: 1144
  • For CMO Professionals

    Report:CMOs: Own Mobile To Own Your Customers

    How To Organize For Mobile Success

    Mobile moments are the next battleground where you must win, serve, and retain your customers. As the ultimate owners of the brand and customer experiences, chief marketing officers (CMOs) must...

    • Downloads: 172
  • For Application Development & Delivery Professionals

    Report:The Future Of Mobile Application Development

    Vision: The Mobile App Development Playbook

    With the worldwide population of smartphone users approaching 2 billion, and tablets numbering in the hundreds of millions, the scope of the mobile computing revolution rivals that of the move from...

    • Downloads: 2721
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Technologies That Drive Sales

    Tools And Technology: The Mobile eBusiness Playbook

    New mobile features, capabilities, and devices are cropping up seemingly by the day. This fast-paced change is dramatically affecting how eBusiness professionals interact with their teams and...

    • Downloads: 1805
  • For eBusiness & Channel Strategy Professionals

    Report:Life360 Wins In Family Mobile Moments

    Use The IDEA Framework To Evolve Mobile Services From Apps To Platforms

    Mobile can transform product and service experiences. With the adoption of smartphones, customers expect immediate access to relevant information or services when they reach for their phones in what...

    • Downloads: 105
  • For eBusiness & Channel Strategy Professionals

    Report:Predictions 2015: Most Firms Will Underinvest In Mobile eBusiness

    Predictions: The Mobile eBusiness Playbook

    In 2015, pioneers who have made the mobile mind shift will accelerate spending to create an insurmountable gap between themselves — the industry leaders — and the laggards who view mobile...

    • Downloads: 201