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: The Future Of Insurance

    Vision: The Digital Insurance Strategy Playbook

    July 18, 2019Jeffery Williams

    The rapid advancement of digital technology is ushering in new ways to sell, buy, administer, and service insurance. New entrants, with their nimble, digital-first operating models, are challenging the status quo. To maintain competitiveness, digital leaders at insurance firms must reinvent their companies to become fundamentally digital, from underwriting to claims settlement. This is an update of a previously published report; Forrester reviews and updates it periodically for continued relevance and accuracy.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Simplify Insurance Customer Journeys By Improving Search

    Digital Feature Fix: Use Search To Help Digital Insurance Customers Navigate And Take Action

    June 24, 2019 Jennifer Wise, Jeffery Williams, August Du Pont

    Our Forrester Industry Wave™ evaluations of insurance sites and apps often reveal that these sites miss key content, features, or functions that customers need to complete their goals. A common pitfall is a lack of an effective site- and appwide search. This brief explains why digital and design teams should include search capabilities on their secure websites and mobile apps and illustrates best practices from leading insurers.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Assess Your Digital Insurance Capabilities

    Assessment: The Digital Insurance Strategy Playbook

    June 17, 2019Jeffery Williams

    Evolving customer preferences and nontraditional competitive pressures ranging from retail giants like Amazon and insurtech innovators like Lemonade are disrupting the insurance industry. In response, digital business professionals are scrambling to triage investment in digital transformation. This report — the assessment chapter of our digital insurance strategy playbook — will help you evaluate your digital capabilities and better target your investments. It will also provide a means for benchmarking as you advance your digital transformation agenda. This is an update of a previously published report; Forrester reviews and updates it periodically for continued relevance and accuracy.

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