Capture demand as it happens
Clients typically seek wealth management services in response to specific financial or life events. Cashmere’s proprietary trigger event model monitors these events in real-time, maximizing the likelihood that a lead will be open to engaging.
A constant stream of intelligence, without the noise
Infrastructure monitors news, filings, press releases, databases, and the open web 24/7 — filtering signal from noise to detect events that matter. From executive moves to liquidity events, we surface the moments most relevant to wealth teams.
Turn life’s big moments into timely opportunities
Cashmere detects trigger events — like a company exit, inheritance, divorce, or home sale — and links them to the individuals in your ecosystem. You’ll know exactly who just became relevant for a wealth conversation, the moment it happens.
Explore the future of people intelligence for financial services
Unlock the power of artificial intelligence and data orchestration with Cashmere