Built for complete customer intelligence

From identity resolution to real-time event monitoring, Cashmere transforms fragmented records into structured, decision-ready information.

Cashmere goats

One platform between your systems and your decisions

Your sources
CRMs
Data systems
Core banking
File shares
Third-party data
Normalize Resolve Enrich Derive Deliver
Your teams
CRM integration
Data Warehouse dump
API & Webhooks
Command Center access

Leverage Cashmere at every layer.

Feed signals directly into your CRM, data stack, sales motions, and AI agents through native integrations. Or use Cashmere out of the box, via the Command Center UI or a clean data handoff, for the quickest time to value.

Cashmere derives enrichments and runs custom predictive models on top of the complete record: net worth, relationship graphing, propensity, and more. Mix in your internal data, user activity, domain expertise, and real-time event tracking to fire nuanced signals tuned to your business — each one routed to whoever should act on it.

Starting from as little as a name and email, Cashmere deploys research agents to enrich on-demand: 120+ attributes, from contact info to wealth data, on every person and institution. Blended with your internal and vendor data that becomes the whole picture, supplying breadth and depth on every record.

Cashmere sets the foundation: normalizing raw data from any system or source, in any format, then resolving to make sure every record points to the right person. Basic identifiers stay accurate, consistent, and current from the start. Cashmere's identity resolution engine powers every layer above — or can run on its own, used for data hygiene.

What ships with Cashmere.

Basic Data & Identifiers

  • Identity resolution
  • Data normalization
  • Deduplication & merge
  • Universal IDs
  • Data hygiene reporting

Complete Information

  • On-demand research agents
  • Contact & employment data
  • Wealth & income data
  • Institutional profiles
  • Trigger events

Insights & Signals

  • Net worth modelling
  • Relationship mapping
  • Propensity scoring
  • Predicted liquidity
  • Custom models & Builder

Workflows & Agents

  • Referral generation
  • Advisor-prospect matching
  • Pre-meeting dossiers
  • Dashboard
  • Integrations & API

Context from everywhere your data lives

Native connections to your core systems, warehouses, and data feeds. No rip-and-replace.

Salesforce
Snowflake
Microsoft Azure
Collibra
DealCloud
Affinity
Preqin
RelPro
PitchBook
LexisNexis
Dun & Bradstreet
+ more