Referral Generation
Unlock warm introductions through your existing network
Turn client relationships into consistent, reliable sources of warm leads.
Your best prospects are often one connection away
Map relationships from current clients, colleagues, and centers of influence to uncover warm paths to high-fit prospects. Focus your outreach where trust already exists — and where introductions are more likely to convert into real relationships.
Find the connections you didn’t know you had
By analyzing shared affiliations, past relationships, and social proximity, the platform uncovers hidden referral paths to valuable prospects. Surface warm intro opportunities that feel natural — not forced — and start conversations with built-in trust.
Explore the future of people intelligence for financial services
Unlock the power of artificial intelligence and data orchestration with Cashmere