The Cashmere mountain goat standing on contoured terrain

The AI‑powered
client intelligence layer
for financial services

Turn fractured data into decision‑ready insights.

Trusted by leading financial institutions
Top 10 US Bank Top 25 Global Bank M&T Bank Wilmington Trust

Most client information is fragmented across systems, incomplete, and missing critical context. Cashmere weaves multiple sources and systems into a single, living fabric that provides deep understanding and allows you to act on each opportunity in real time.

Depth and breadth
Not shallow records: multi-dimensional context on every relationship that matters.
Continuity, not snapshots
Profiles compound. They stay current as the world moves, without manual upkeep.
Enterprise ready
Provenance, validation, and reliability checks behind every enriched field.

The lens behind every decision in your firm

Fuse internal customer data with external signals and synthesize them into genuine, decision-ready insight.

Explore the platform
Cashmere · the long view

Resolve, enrich, and model across every data dimension

Every layer of the work brought directly into each of your systems, built for financial services.

Data Normalization & Cleaning

andrew E.
a.ellison@acme.com
Ellison, A
a.ellison@gmail.com
andy ellison
+1 650 545 3204
Andrew Ellison
Cashmere ID
cshm-9f3a7d2c
Email
andye@acme.com
Phone
+1 (234) 567-8910
Company
ACME Inc
Andrew Ellison
Cashmere ID · cshm-9f3a7d2c-4b18
Resolved from
4 source systems
Identifiers merged
9 records → 1 golden record
Confidence
99.2% match
CRM Core banking KYC Email
Andrew Ellison
VP of Finance · ACME Inc
Location
Los Angeles, CA
Age
46
Net worth
$3.8M+
Spending power
High
Propensity score
0.92
Hidden gem
True
Trigger event
Exec promotion
Recent event
Company M&A
Executive promotion
Andrew Ellison named VP of Finance
2d ago
Company M&A
ACME Inc acquires Northwind for $240M
1w ago
Liquidity event
Secondary sale, est. $1.2M proceeds
3w ago
model Wealth propensity
Cross-sell likelihood0.92
Advisor fit0.78
Churn risk0.13
Lifetime value index0.86

Leverage Cashmere at every layer

Each layer builds on the one beneath it. Cashmere establishes the bedrock, then carries data all the way up to proprietary insight.

Proprietary InsightsL4

Your firm's own models, scored against every profile, the edge competitors can't buy off the shelf.

Derived InsightsL3

Net worth, propensity, life events and relationships, reasoned from raw signals into decisions you can act on.

Complete InformationL2

Internal records fused with external signals into a full, multi-dimensional picture of each person and entity.

Basic Data & IdentifiersL1

Accurate, consistent, up-to-date contact details and unique identifiers across all systems. Without clean, deduplicated records, everything above collapses. This is where most enterprises still struggle, and where Cashmere lays the bedrock.

One shared ontology

Cashmere resolves fragmented records from every system into a single semantic layer: one identity, one golden profile, the connective tissue your data never had.

An omniscient layer

It reads and synthesizes across disconnected systems at scale, surfacing the patterns and insights no team could assemble on its own.

Intelligence you act on

Co-built around how your institution actually operates, Cashmere routes the right signal to the right team, so every opportunity is acted on in real time.

Cashmere Perspectives

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Deploying Omniscience for Financial Services

The intelligence layer and how to build it.

Learn more