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.

Refine your results

Role

Methodology

Industry

Topics

Market Imperatives

Region

Vendor

42 results in Reports

  • Julie A. Ask
  • Past 18 months
  • For B2C Marketing Professionals

    Report:Predictions 2015: Most Brands Will Underinvest In Mobile

    Brands Embracing The Mobile Mind Shift Will Pull Ahead Of Those Treating Mobile As Just Another Channel

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

    • Downloads: 454
  • For eBusiness & Channel Strategy Professionals

    Report:Enhance Customer Relationships Through Mobile

    Executive Overview: The Mobile eBusiness Playbook

    eBusiness and channel strategy professionals are faced with the challenge of an ever more connected consumer. Consumers expect to be able to engage with brands on their mobile devices. In fact, they...

    • Downloads: 1188
  • 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: 267
  • For eBusiness & Channel Strategy Professionals

    Report:Use Mobile To Engage With In-Store Consumers In China

    Globally, mobile has changed the way consumers shop: They expect both to research and purchase goods on their mobile devices. The biggest sales opportunity in mobile is not driving digital sales, but...

    • Downloads: 139
  • 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: 193
  • 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: 326
  • 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: 2778
  • 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: 636
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Messaging Vendor Overview

    Making Smart Decisions To Support Your Business Needs

    This report is a mobile messaging vendor overview designed to provide a framework for narrowing the list of potential vendors that are well suited to meet the needs of your business. Rather than an...

    • Downloads: 1441
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile App Or Mobile Web? It's A Choice, Not A Battle

    Neither Is Perfect, But Either Could Be Perfect For Your Customer

    Companies struggle to choose between building a mobile app and implementing a mobile website. The decision becomes a battle shrouded in competing points of view and often a lack of customer...

    • Downloads: 567
  • 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: 147
  • For eBusiness & Channel Strategy Professionals

    Report:United Airlines Drives Self-Service With Mobile

    Use The IDEA Framework To Evolve Your Customer Experience

    Mobile can transform your customer experience. With the adoption of smartphones, customers expect immediate access to relevant information or services when they reach for their phones in what...

    • Downloads: 301
  • 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: 1286
  • 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: 256
  • For Customer Insights Professionals

    Report:Case Study: Groupon Differentiates On Mobile Analytics Expertise

    Use The IDEA Framework To Optimize Revenue Through Mobile

    Mobile can transform your business. With the adoption of smartphones, customers expect immediate access to relevant information or services when they reach for their phones in what Forrester terms a...

    • Downloads: 151
  • 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: 612
  • 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: 1151
  • 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: 203
  • For Application Development & Delivery Professionals

    Report:Developers Are The St. Bernard For Mobile Projects

    How App Developers Will Rescue Their Business Counterparts And Continue The Pursuit Of Innovation

    Rushing to "check the box" on mobile projects has led to far too many shortcuts. Digital business leaders have picked the low-hanging fruit and the tree is nearly bare. Too many companies are making...

    • Downloads: 189
  • 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: 580
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Fire Phone Fails; Amazon Doesn't

    Insights, Not Sales, Will Define Amazon's Success

    On June 18, 2014, Amazon announced the launch of a smartphone, named the Fire Phone, with unique hardware and services designed to enhance its core businesses: retail and a digital platform....

    • Downloads: 158
  • For CIO Professionals

    Report:Mobile App Or Mobile Web? For IT, It's A Choice, Not A Battle

    Neither Is Perfect, But Either Could Be Perfect For Your Customer

    Companies struggle to choose between building a mobile app and implementing a mobile website. The decision becomes a battle shrouded in competing points of view and often a lack of customer...

    • Downloads: 433
  • For eBusiness & Channel Strategy Professionals

    Report:The Mobile Technology Firms Use For Consumers: 2014

    Benchmarks: The Mobile eBusiness Playbook

    The adoption of smartphones and tablets is growing at an unprecedented rate. Forrester has forecast that more than half of mobile subscribers globally would own a smartphone by the end of 2014....

    • Downloads: 117
  • For B2C Marketing 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: 934
  • 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: 208