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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15 results in Reports

  • Bill Doyle
  • Past 12 months
  • For eBusiness & Channel Strategy Professionals

    Report:Ten Must-Have Features For Secure Client Sites Of Investment Firms

    Best Practices From The Authenticated Websites Of Leading US Wealth And Asset Management Firms

    Getting the secure client site right is crucial to the success of investment firms today: Web access on a personal computer is overwhelmingly the touchpoint of choice for US investors who want to see...

    • Downloads: 538
  • For eBusiness & Channel Strategy Professionals

    Report:Ten Must-Have Features For The Public Sites Of Investment Firms

    Best Practices From The Public Websites Of Leading US Wealth And Asset Management Firms

    The Web is now the most popular channel for US consumers researching investment products: More buyers of products like individual retirement accounts (IRAs), mutual funds, and exchange-traded funds...

    • Downloads: 590
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Vanguard's Personal Advisor Will Transform The Financial Advice Business

    Compelling New Service Will Disrupt The Wealth Management Industry By Blending Human And Digital

    Vanguard's Personal Advisor Services exploits digital technology to bring personal guidance from a financial advisor for an annual fee of just 0.30% of a client's managed assets. Even before its...

    • Downloads: 201
  • For B2C Marketing Professionals

    Report:How To Reach US Investors

    What Different Investor Segments Really Want

    This report, originally written for eBusiness and channel strategy professionals, includes content relevant to your role. Here's why: Forrester's investor segmentation and media consumption data can...

    • Downloads: 85
  • For B2C Marketing Professionals

    Report:Why US Investors Behave The Way They Do

    Segmenting US Investors, 2015

    This report, originally written for eBusiness and channel strategy professionals, includes content relevant to your role. Here's why: US investors comprise half of all online US adults — a vast...

    • Downloads: 85
  • For eBusiness & Channel Strategy Professionals

    Report:Lessons In Leading A Digital Business Transformation

    Insights From The Front Lines At 3M, Bank Of America, And Walgreens

    The forces of digital disruption have reached critical mass, threatening every incumbent firm in every industry. Attendees at our Forum For eBusiness & Channel Strategy Professionals heard from...

    • Downloads: 452
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Schwab's Intelligent Portfolios Will Squeeze Other Investment Managers

    Top Custodian Unveils Aggressively Priced Robo-Advice Platform For Independent Advisors

    Two weeks after launching its direct-to-consumer digital investment manager, Charles Schwab has unveiled a version for independent Registered Investment Advisors (RIAs) and their clients. Like its...

    • Downloads: 130
  • For eBusiness & Channel Strategy Professionals

    Report:What Different Investor Segments Really Want

    Understanding US Investor Segments Through The Media They Consume

    Forrester segments investors based on two dimensions: investable assets and self-directedness. The combination yields nine discrete investor segments. Among other distinct characteristics, the...

    • Downloads: 147
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Intelligent Portfolios From Charles Schwab Will Ignite The Robo-Advisor Market

    Charles Schwab's strong entry into the digital investment management market will boost awareness and adoption of so-called "robo-advisors," which offer managed accounts for a fraction of what...

    • Downloads: 183
  • For eBusiness & Channel Strategy Professionals

    Report:Segmenting US Investors, 2015

    Forrester's Segmentation Combines Self-Directedness And Investable Assets

    The new power of consumers means that a focus on the customer now matters more than any other strategic imperative. Customer segmentation allows firms to systematically understand and serve their...

    • Downloads: 182
  • 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: 361
  • For eBusiness & Channel Strategy Professionals

    Report:Digital Disruption Threatens Wealth And Asset Management

    This Time It's Real: Incumbent Investment Firms Are Vulnerable To The Once-In-A-Generation Disruption

    Firms in the retirement, brokerage, wealth, and asset management industries have so far been spared the kind of disruption that has ripped through industries like music and publishing. That's about...

    • Downloads: 529
  • For eBusiness & Channel Strategy Professionals

    Report:Predictions 2015: Digital Wealth Management Corrodes Traditional Firms

    Traditional wealth management firms have been insulated from the convulsive change brought by digital technology because their clients are older and barriers to entry are steep. But conditions are...

    • Downloads: 385
  • For eBusiness & Channel Strategy Professionals

    Report:What's The Secret To Wealthfront's Success?

    Growth Is Accelerating As The Digital Investment Manager Tops $1 Billion In Assets Under Management

    Wealthfront is the first digital investment manager to hit $1 billion in assets under management, and its growth is accelerating. What's creating this momentum? A simple, uncomplicated offer for a...

    • Downloads: 302
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Digital Retirement Plan Advice

    Using Software To Provide Recommendations To Underserved Investors

    As workplace retirement savings plans in markets like Australia, the UK, and the US shift from guaranteed pensions to employee-directed retirement plans such as 401(k)s, the burden of retirement...

    • Downloads: 339