Onawa Promise Lacewell, PhD
Director, Consulting
Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.
Recent research assignments and publications include the following:
- Behind the Login of Wealth Management Client Portals
- Benchmarking of Value-Added Services for UHNW clients
- The Rising Popularity of Family Offices
- AI Throughout the Wealth Management Lifecycle
- UHNW Benchmarking
This research benchmarks digital client portals offered by 15 top wealth managers and private banks worldwide against the industry gold standard and examines how each portal stacks up against peers with a comprehensive profile of behind-the-login functionality.
During the pandemic period, wealth managers and private banks clearly saw the power of providing a personalized digital experience. Clients, too, have doubled down on their digital expectations during this period. This means that wealth management firms must offer the best digital client journeys possible. Our research benchmarks the digital portals offered to wealth clients by 15 top wealth managers and private banks worldwide. Our case selection covers firms from North America, Europe, and Asia, and we evaluate their offers against our proprietary benchmarking model and examine how each wealth manager stacks up against peers. As a Cutter member, the full report and related content are available to you.