For the Enterprise

Unlock Revenue from Your Data with Custom Models

Your firm sits on a goldmine of client and prospect data - CRM fields, portfolio history, call notes, and more. Cashmere’s Custom Models blend that proprietary data with our deep external datasets and advanced machine-learning stack to surface insights traditional analytics miss.

Flow diagram showing data from Call Notes, CRM, and Client List feeding into a platform to generate Priority Score, Lookalike, and Top Opportunities
A UI element showing profile photos and a “+2k” label above a button labeled “See Prospects,” indicating additional individuals available for viewing

Propensity to Convert

Pinpoint which prospects are statistically most likely to become clients in the next 6 months.

Contact card for Lucas Chen with a priority score of 8.8 and options to connect via email, call meeting, or event, each marked with a green check

Next Best Action

Receive action - ready playbooks (call, email, event invite, or nurture) ranked by predicted impact.

A highlighted “Offer” icon above four circular icons representing different offer types or categories such as cash, credit, property, and tags

Cross Sell Opportunities

Discover the offering most likely to resonate - from a managed account to a private credit fund.

Built for Financial Services

A stylized interface featuring a red shield icon surrounded by lock symbols, suggesting encrypted or restricted access to information

Reg - Aware Modeling

Explainable AI meets SEC marketing - rule guidelines.

A verification interface displaying four user profile photos and a green “Verify” button, possibly for confirming new prospect data

No Black Boxes

Transparent feature importance and reason codes on every prediction so advisors can trust - and verify.

A large translucent padlock icon, symbolizing secure access or locked content within the application

Bank - Grade Security

SOC 2 Type II, field-level encryption, and VPC isolation.

Explore the future of people intelligence for financial services

Unlock the power of artificial intelligence and data orchestration with Cashmere

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