Real time context to prioritize prospects and deepen relationships
Uncover the best opportunities among your existing data.
Uncover hidden wealth potential across your book of business
Cashmere enriches your client and prospect records with personal, professional, and financial data to surface who may qualify for wealth management — even if their assets aren’t immediately visible. Use intelligent signals like compensation, equity ownership, recent liquidity events, and household dynamics to prioritize the right conversations.
Transform fragmented records into complete, actionable profiles
Cashmere automatically fills in missing details — from job titles and company affiliations to estimated net worth, investment preferences, and life milestones. Give your teams the context they need to build trust, tailor outreach, and deepen relationships.
Continuously update people records with new information in real-time
Cashmere monitors thousands of data sources to detect changes in employment, wealth, life events, and affiliations — updating records automatically in real time. Stay ahead of key moments and never miss an opportunity due to stale or incomplete information.
Explore the future of people intelligence for financial services
Unlock the power of artificial intelligence and data orchestration with Cashmere