What firms do with Cashmere.
Audience Segmentation
Lead Generation
Cross-Sell & Referrals
Institutional Coverage
Pre-Meeting Prep
Tapestry (in development)
and more
and more
Most books are segmented only by what the CRM happens to hold. Cashmere fills the gaps with accurate data — 120+ people, company, and event attributes — adding the breadth and depth each profile needs to segment and sell with nuance.
Route opportunities fairly across relationship managers, or pass audiences to your marketing systems automatically.
When someone in your market sells a business, changes roles, or comes into money, Cashmere catches it. Lead data can come as an ongoing feed of trigger events delivered daily, or a one-time file of records matching any filter you define.
Every record is appended with accurate contact data and cross-checked across multiple providers, ready for prospecting or marketing. Integration lift can be minimal: feeds integrate with your CRM, are pulled via API, or simply drop into an SFTP server, with little compliance overhead.
In large financial institutions, different sides of the house (like retail and wealth) often hold partial, disjoint views of the same person. Cashmere joins these views and fills the gaps so you can triage opportunities already in your book and flag the relationships worth deepening first.
Referrals stop depending on who happens to know whom. When a client shows potential for expansion, the signal reaches the right desk automatically, and referral rates lift firmwide.
Companies don’t make decisions, the people in and around them do. Cashmere combines people and company data dynamically, modeling the interplay between roles, ownership, and influence, so you know who moves the needle and why before you offer a service like corporate cash management.
Relationship mapping then shows the warm path in: shared connections, centers of influence, and relationships your firm already holds.
A full dossier before every meeting: client context, recent events, and relationship history, auto-generated in under two minutes with fresh data. Cashmere enriches when you need it, and keeps pushing updates to profiles as they happen.
Less time spent researching, more time with your clients.
Promoted to VP of Finance two days ago. Meridian acquired Northwind for $240M, with an estimated $1.2M to Andrew in secondary-sale proceeds.
Tapestry · In development with early partners
Some firms are going further with Cashmere: using the same infrastructure to build ontologies in their own terminology — the entities they define, the relationships between them, and the actions they can take. Tapestry becomes the canonical fabric that bakes in firm knowledge and grounds their AI agents’ answers.
Cashmere automates graph extraction from your systems, and an AI interview agent helps distill tribal knowledge, so the model reflects how your firm actually operates.