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Jeffery   Williams

Jeffery Williams

Senior Analyst Serving eBusiness & Channel Strategy Professionals

Jeffery is a senior analyst serving financial services digital strategy professionals, helping them evaluate the implications of digital innovation on their businesses. His research focuses on the intersection of secular trends and technological advancements, such as the internet of things (IoT) and sensors, artificial intelligence and machine learning, and natural language processing, as these advancements are changing the way financial services firms do business and interact with their customers.

Previous Work Experience

Jeffery has more than 10 years of experience working with C-suite executives and senior business leaders to shape business strategy at insurance clients. Prior to joining Forrester, he was an associate director at Ernst & Young (EY), where he led EY’s Americas’ insurance sector market research and insights program, working closely with senior engagement partners to drive growth at key global and US accounts. Before EY, Jeffery was a senior manager at PriceWaterhouseCoopers (PwC), where he delivered insurance industry and company research, analysis, and thought leadership support to client service partners and their engagement teams during consulting pursuits and engagements. Prior to PwC, Jeffery was employed for five years as an equity analyst at global and regional investment banks, covering the retail and consumer and automotive aftermarket industries.

Education

Jeffery holds an MBA from the Darden School at the University of Virginia in Charlottesville, Virginia. He received his bachelor’s degree in agribusiness from Florida A&M University in Tallahassee, Florida.

Jeffery Williams

Senior Analyst Serving eBusiness & Channel Strategy Professionals

Jeffery is a senior analyst serving financial services digital strategy professionals, helping them evaluate the implications of digital innovation on their businesses. His research focuses on the intersection of secular trends and technological advancements, such as the internet of things (IoT) and sensors, artificial intelligence and machine learning, and natural language processing, as these advancements are changing the way financial services firms do business and interact with their customers.

Previous Work Experience

Jeffery has more than 10 years of experience working with C-suite executives and senior business leaders to shape business strategy at insurance clients. Prior to joining Forrester, he was an associate director at Ernst & Young (EY), where he led EY’s Americas’ insurance sector market research and insights program, working closely with senior engagement partners to drive growth at key global and US accounts. Before EY, Jeffery was a senior manager at PriceWaterhouseCoopers (PwC), where he delivered insurance industry and company research, analysis, and thought leadership support to client service partners and their engagement teams during consulting pursuits and engagements. Prior to PwC, Jeffery was employed for five years as an equity analyst at global and regional investment banks, covering the retail and consumer and automotive aftermarket industries.

Education

Jeffery holds an MBA from the Darden School at the University of Virginia in Charlottesville, Virginia. He received his bachelor’s degree in agribusiness from Florida A&M University in Tallahassee, Florida.

Jeffery Williams's Research

Most RecentMost Popular
  • For eBusiness & Channel Strategy Professionals

    REPORT: Insurtech Funding Roundup, Q1 2020

    Investors Reduce Risk As The COVID-19-Induced Downturn Settles In

    April 27, 2020Jeffery Williams, August du Pont

    Insurtechs have brought innovation across the insurance value chain. Incumbents can't stand still, especially as these nimble, digitally conscious startups disrupt insurance marketplaces or bring capabilities that drive business efficiency. Incumbents should vigorously monitor insurtech to evaluate investment opportunities. Forrester regularly reviews startup funding through its partnership with Venture Scanner to show you which insurtech startups are getting attention, where the money is going, and what to do next.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Now Tech: Insurance Agency Platforms, Q1 2020

    Forrester's Overview Of 28 Insurance Agency Platform Providers

    February 13, 2020Jeffery Williams

    You can use insurance agency platforms to deliver omnichannel customer experience (CX), improve your agency network's operating efficiency, and boost revenue and market share. But to realize these benefits, you'll first need to select from a diverse set of solution providers that vary by size, functionality, geography, and line-of-business focus. Digital insurance professionals should use this report to understand the value they can expect from insurance agency platform providers and to select one based on size and functionality.

  • For eBusiness & Channel Strategy Professionals

    REPORT: The Impact Of Emerging Technology In 2030 On mCommerce Experiences In Insurance

    December 4, 2019Jeffery Williams, Ellen Carney, Oliwia Berdak, Julie Ask

    Emerging technologies will shift the traditional insurance industry to adopt new, digital practices. The accompanying PDF provides a closer look at the impact that emerging technologies will have on the insurance industry in the next decade. This report is part of a series on mobile commerce in 2030 across multiple industries.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Predictions 2020: Insurance

    Insurers Will Seek To Engage Customers With Their Impact Agenda

    November 5, 2019 Oliwia Berdak, Ellen Carney, Jeffery Williams

    A potential recession, lackluster customer experience results, and threats from big tech are on insurance executives' minds. In 2020, they will counter this negative environment with a burst of positivity, repositioning their brands as making a difference by improving outcomes for their customers and communities.

  • For eBusiness & Channel Strategy Professionals

    REPORT: US Insurance Customers Love Their Agencies

    Insurance Agencies Drive Loyalty And Retention

    October 1, 2019Jeffery Williams

    Rapidly advancing digital technologies are changing how customers buy insurance and engage with their carriers and insurance agencies. But does this spell the death of the insurance agency? We've analyzed insurance purchase journey data and customer attitudes toward insurance agents to help insurance business leaders evaluate their distribution strategy and where insurance agencies fit in.

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