From identity resolution to real-time event monitoring, Cashmere transforms fragmented records into structured, decision-ready information.
Structured data, not formatted text Cashmere standardizes names, companies and more into unified schemas. Inconsistencies are corrected continuously, ensuring every field aligns across systems.
Clean structure enables intelligence Inconsistent formats can break downstream workflows. Cashmere ensures data remains structured and consistent across CRM, integrations, and acquisitions.
One identity across every system The same person often appears as separate records across CRMs, data vendors and internal tools. Cashmere resolves these entities to a persistent universal ID that connects every attribute to the single correct person and removes duplicates.
Designed to persist through change Records are ingested, normalized, and resolved using both deterministic and probabilistic matching. Newly-formed golden records will persist across integrations and system migrations
Cashmere connects fragmented records, real-world signals, and relationship context into a single intelligence system your advisors can act on.
Intelligence-rich client profiles Each Universal ID becomes a comprehensive profile enriched with professional, financial, and relational context.
CRMs capture only basic contact data Traditional records contain minimal information and little context. Cashmere expands profiles with assets, ownership signals, affiliations, relational ties, and financial indicators.
Continuous enrichment across sources Cashmere agents discover, validate, and append signals from structured and unstructured sources, keeping every profile continuously updated.
Signals that indicate opportunity Cashmere monitors for professional and financial activity and attaches validated trigger events directly to client profiles.
Timing changes outcomes Funding rounds, promotions, liquidity events, company milestones, and much more often go unnoticed. Without them, outreach lacks context.
Event monitoring across trusted sources Monitoring agents detect signals across references and news sources, verify relevance, and attach events directly to CRM records in real time.
Cashmere brings identity, signals, and relationship context together into a single system your firm can operate from.
Insights tailored to your business Cashmere combines your proprietary internal data with our external signals to power models unique to your organization.
Generic enrichment lacks strategic context Standard data products cannot reflect the nuances of your firm’s strategy, relationships, or client base.
Custom models built around your business Cashmere acts as an extension of your data science team, enabling custom models, LLM workflows, and agents tailored to your firm. Define how you evaluate customers, and Cashmere turns it into a living model applied continuously across your data.
