The intelligence layer your existing data deserves
Cashmere transforms fragmented client records into a continuously updated, multi-dimensional intelligence layer — built on six core capabilities that compound value over time.
Data Normalization
& Cleaning
Automatically standardize formats, correct inconsistencies, and keep information current across your systems. What used to require constant manual cleanup now happens continuously — without a data engineering team. Cashmere normalizes contact data, job titles, company names, addresses, and identifiers across every source system you connect.
- Standardize formats across all source systems
- Detect and correct inconsistencies automatically
- Continuous background updates — no manual triggers required
- Handles structured and unstructured data formats
Universal ID &
Golden Record
One true identity for every customer. Cashmere reconciles fragmented records across all systems into a single, persistent Universal ID that eliminates duplicates and ensures every data point connects to the right person — across CRM, core banking, marketing, and back office.
- Single persistent identifier per customer entity
- Cross-system deduplication and reconciliation
- Probabilistic and deterministic matching at scale
- Audit trail for every identity resolution decision
Complete Profiles &
Deep Context
Access personal, professional, and financial insights that previously took hours of manual research — asset ownership, income signals, career trajectory, board memberships, business ownership. Available in seconds for every contact in your database, continuously refreshed.
- Asset ownership and wealth signal aggregation
- Career history and professional network context
- Business ownership and board affiliation detection
- Income signals and financial life event tracking
Trigger Events:
Act First
Monitor significant life and professional changes in real-time and alert your teams to act at exactly the right moment — before competitors do. Job changes, home sales, funding rounds, M&A activity, retirement announcements, inheritance events, and more.
- Real-time monitoring across thousands of event types
- Configurable alerts per team, role, or client segment
- Prioritized by relationship value and event significance
- Integrated directly into CRM workflow and task queues
Custom Models &
Proprietary Signals
Combine Cashmere's enrichment data with your proprietary signals — engagement history, product usage, relationship depth — to build predictive models and next-best-action recommendations uniquely tuned to your client base. This is where Cashmere's foundation becomes your competitive moat.
- Blend external enrichment with internal behavioral data
- Build propensity models for cross-sell and retention
- LLM-powered reasoning over custom signal combinations
- Models adapt dynamically to changing client behavior
Integrations &
Connectivity
Cashmere connects to your existing technology stack via native integrations and a flexible API — so enriched intelligence flows to where your teams already work. No rip-and-replace. No new workflows to learn.
- Native CRM integrations (Salesforce, Redtail, Wealthbox)
- Data warehouse connectors (Snowflake, Databricks)
- Wealth platform connections (Envestnet, Addepar)
- REST API and webhook delivery for custom workflows
See Cashmere with your data
Request a personalized demo and see exactly how the Cashmere platform would enrich and activate your client book.