Digital Asset Wallet Use Case Financial Advisor at an Estate Planning Firm

This is a video that walks through a Digital Asset Wallet use case. Digital Asset Wallet for Salesforce is Web3 Enabler’s product for Salesforce Financial Services cloud.

Digital Asset Wallet Use Case Explained

In this video, Web3 Enabler Co-Founder, Kristina Beacom, describes a scenario in which Dan, a financial advisor at an estate planning firm using Salesforce uses the Digital Asset Wallet app to gain visibility into his clients’ complete portfolios, including cryptocurrencies and stablecoins, as well as traditional financial holdings.

This is one of many use cases of the blockchain integrations we are building for Salesforce. 

The Problem the Product Addresses

The main problem Dan faces is that he has no way of viewing and analyzing his clients’ crypto holdings alongside their other financial holdings.

We at Web3 Enabler solve this problem by bringing to the same Salesforce dashboard he uses for other, more traditional investments he manages for his clients.

The Digital Asset Wallet empowers financial advisors like Dan to do the following from the user interface with which they are already familiar. 

• View real-time mark-to-market data on the cryptocurrencies and Stablecoins his clients hold 
• Easily, quickly generate custom reports that provide actionable insights into that information 

This is a key component of our vision for the adoption of all that web3 innovation can offer for the financial services industry.

Learn more by scheduling a time with the Web3 Enabler team.