Enterprise

Increase the Value of Your Existing Data

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

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

Next Best Action

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

Cross Sell Opportunities

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

Built for Financial Services

Reasoning behind insights

Explainable AI meets domain-specific intelligence

No Black Boxes

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

Bank - Grade Security

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

Explore the future of people data

Unlock the power of artificial intelligence and data orchestration with Cashmere

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Enterprise

Increase the Value of Your Existing Data

Built for Financial Services

Explore the future of people data

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