Advisor Matching

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.

Connect the right prospect to the right advisor

Advisor Profiles

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.

Affinity Matching

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.

Intelligent Routing

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.

Advisor Matching

Connect the right prospect to the right advisor

Connect the right prospect to the right advisor

Explore the future of people data

RESOURCES

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