Harness the power of unified data. Cashmere seamlessly integrates prospecting information from diverse sources, ensuring you have a holistic view of potential clients for precision-driven outreach.
Custom Third Party
Clients typically seek wealth management services in response to specific financial or life events. CashmereAI monitors these events in real-time, ensuring timely and informed outreach.
- New Job
- Sale of Business
- Recent Home Buyer
- Fundraising Event
- Stock Performance
- Insider Stock Transactions
- Newly Created Business
- Upcoming Loan Refinancing
Gain insight into prospective clients through predictive analytics and detailed profiles. With insights into income, assets, and LinkedIn backgrounds, align your services to meet each potential client's unique needs. Elevate your precision in client acquisition.
Income and Assets
Create dynamic outreach campaigns that fit to each individual. Set the number of touchpoints and and time between follow ups.
Discover and qualify prospects at the top of the funnel. Artificial Intelligence boosted features create unique emails based on a prospect’s situation or intelligently select a pre-created static template.
Let AI write or select content for each prospect. Filter based on net worth, trigger event, location, age, industry, and more.
Follow up without the headache of keeping track. Cashmere AI knows when to follow up and with what content.
Customize campaigns to have multiple touch points with attachments, time between messages, and content type. Or integrate with your existing marketing tools.
Avg. time saved prospecting
Valid profiles and contact info
New assets tracked per month
Cashmere Al matches the advisor in the firm who is best fit to work with a prospect based on trigger, personal & professional backgrounds, expertise, and even personality.
Partner, Venture Capital
New Job, Menlo Park
Managing Director, Goldman Sachs
Multiple VC Clients, San Francisco
Grow your assets
See what we can do for you.
Find out if Cashmere AI fits your needs.