Know Your Client’s Holdings — 28% of Americans own cryptocurrency, compared to 62% who hold stocks. That means nearly half of your prospective clients likely hold digital assets already. Are you prepared to ask about crypto in your onboarding conversations—and advise accordingly?
Crypto Holdings Are Growing
Cryptocurrency adoption is on the rise. Ownership has grown steadily, especially among younger, affluent demographics—and it’s showing no signs of slowing down. Global crypto usage is projected to grow at over 10% CAGR through 2030, with institutions and retail investors alike increasing their exposure.
These are no longer fringe assets. They’re becoming central to the way clients manage wealth—and a blind spot you can’t afford to ignore.
Real?World Assets Are Coming On-Chain
The next wave of adoption is already underway: tokenized real-world assets (RWAs). Leading financial platforms are moving fast:
- Kraken has launched over 60 tokenized U.S. stocks and ETFs through its xStocks platform—available to non-U.S. users looking for equity exposure via blockchain.
- Coinbase has applied to the SEC for permission to list tokenized stocks, signaling serious institutional intent in the RWA space.
- Other players are joining in:
- Robinhood is preparing to launch tokenized equities in Europe
- Securitize tokenizes private equity, credit, and startup investments
- Ondo Finance brings U.S. Treasuries and institutional yield products on-chain
RWAs are coming—and soon, they’ll be part of your clients’ portfolios, whether you’re ready or not.
You Might Not Trade Crypto—But You Still Need to Know
Even if your firm doesn’t actively trade crypto, your clients do. And that affects everything from risk exposure to asset allocation, tax strategy, and compliance.
Without visibility into digital assets, you’re only seeing part of the financial picture. That means missed opportunities—and potential risks.
Eliminate Blind Spots with Digital Asset Wallet for Financial Services Cloud
Digital Asset Wallet is your window into the blockchain world—fully integrated with Salesforce Financial Services Cloud. When clients connect their wallets, you gain real-time visibility into their:
- Cryptocurrency holdings
- Tokenized stocks and ETFs
- Real-world assets (like Treasuries and private equity)
- Stablecoins and DeFi balances
This isn’t just about crypto—it’s about having a complete view of your client’s wealth. From KYC and compliance to investment strategy and holistic financial planning, wallet data gives you the clarity to act.
Start Seeing the Full Picture
Schedule a discovery call — we’ll show you how to enable wallet visibility in Salesforce in just minutes.
See everything your client owns, including digital assets, without asking them to send screenshots or statements. It’s already in their wallet. Now it can be in your workflow.