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
Executive guide to Salesforce's new pricing model, covering editions, AI and Data 360 metering, cost scenarios, migration steps, and negotiation priorities for asset and wealth managers evaluating total economics and renewal considerations.
Make smarter Salesforce contracting and long-term architecture decisions with this practical, independent executive guide for asset and wealth managers. The deck explains the new pricing model: Core/Advanced/Max editions, AI and Data 360 metering, Flex Credit economics, and how costs scale by firm size. It highlights considerations for new buyers and existing customers, plus ten commercial asks to bring into renewal negotiations. A decision framework for small, midsize, and large firms, alongside guidance on reviewing your technology stack, helps you evaluate options and avoid duplicate spend.