Connect the right prospect to the right advisor
Cashmere’s intelligent matching engine pairs each prospect with the advisor who’s best suited to build trust — factoring in expertise, background, and shared affinities. The result: more relevant conversations, stronger relationships, and leads that feel naturally aligned.
Effortlessly create a living profile for every advisor
Profiles are automatically enriched with details like expertise, credentials, and client focus — creating a dynamic foundation for assigning the right prospects to the right advisors. No manual input required, and always kept up to date.
Matching isn’t random — it’s relationship driven
Each advisor is paired with prospects who align with their strengths, experience, and typical client base. By surfacing shared backgrounds and relevant expertise, matches feel more natural — leading to better conversations and stronger connections.
Stop assigning leads by zip code - start assigning by fit
Geography alone doesn’t build trust. Fit-based routing takes into account advisor expertise, client needs, and relationship signals to ensure every introduction starts on stronger ground.
Explore the future of people intelligence for financial services
Unlock the power of artificial intelligence and data orchestration with Cashmere