Crypto Onboarding: Six Key Considerations

Crypto HNWIs are a new breed of money-maker. This post is designed to help relationship managers (RMs) understand who crypto HNWIs are, how they built their wealth, and how to engage them effectively.

A month into our launch of Cases, we've already strengthened the solution with richer data and clearer tooling. We look at the new features and upcoming upgrades for Cases.

Six years ago, I struggled to buy a home with legitimate crypto proceeds — a problem shared by thousands of investors and banks unable to verify digital wealth. That experience led to Hoptrail. Today, we’re launching Cases, a platform giving compliance teams real-time, actionable source of wealth analytics for crypto onboarding.