Behind the Login of Digital Portals for Wealth Clients-Executive Summary

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Executive Summary

Executive Summary

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.

This installment of our benchmarking series evaluates digital portals provided by 12 leading wealth managers and private banks globally. The 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 the top portals, and includes a detailed profile for each participant.

Read the executive summary to see an overview of the current state of digital wealth portals, as well as key changes since we last conducted this research in 2018.

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