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 the client portal experience of leading wealth managers and private banks worldwide.
The 2021 installment of our Behind the Login of Wealth Client Portals benchmarking series evaluates digital portals provided by twelve leading wealth managers and private banks globally. This research offers a quantitative evaluation of the features and functionality of each portal in comparison to the industry gold standard, provides a peer-to-peer comparison of top portals, and includes a detailed profile for each participant. The report also includes information on digital strategies, features, and functionalities particularly relevant for ultra-wealthy client groups, offers an overview of the latest industry trends relating to digital client portals, and provides ten concrete recommendations for how wealth managers can apply the findings to their firms.