Digital Wealth Management Portals Continue to Show Signs of Ecosystem Convergence

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Digital Wealth Management Portals Continue to Show Signs of Ecosystem Convergence

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 gives a short preview into our upcoming research on the Behind the Login experience of Wealth Management Portals.

This research previews a few key trends that we’re seeing during benchmarking evaluation of the top wealth management client portals worldwide. This is a preview of research to be published in November 2020.

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