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
In our report on Digital Leadership, we select eight digital leaders from within the wealth management industry and evaluate how these firms behave across two key dimensions of digital leadership ─ technological maturity and organizational commitment.
Digital leadership is more than offering a state-of-the-art client experience, a fully integrated tech stack, or future-looking data strategy. And it has little to do with giving clients access to products like cryptocurrencies and NFTs. Digital leadership is a broad term, difficult to pin down, and often tied to either the digital client experience, the technology stack, or both.
How do digital leaders behave and how did they become leaders? Our research includes learning points and criteria for firms to assess their own digital leadership and see how they stack up against industry peers. As a Cutter member, you have access to the full Digital Leadership report and related content.