Estimate the revenue already in your book
Use the calculator below to model the cross-sell opportunity Cashmere can surface from your existing client relationships. All inputs are yours — the math is shown.
Your Client Book
The total number of client relationships managed — individuals, households, or entities.
Average assets under management per client. Used to estimate wallet share captured.
The estimated percentage of each client's total investable wealth currently managed by your firm. Industry average for regional banks and RIAs is 25–45%.
Percentage of identified cross-sell opportunities you expect to convert with enriched intelligence. Typical range with Cashmere is 5–15%, depending on advisor capacity and segment.
Your average annual fee or revenue rate on newly captured AUM. Typical range: 0.5–1.5% for wealth management mandates.
How we calculate this
This calculator estimates the addressable cross-sell opportunity and the annual revenue uplift from capturing a portion of it. The math is transparent — adjust any input to see how each variable affects the outcome.
Converted new AUM = Addressable gap × Conversion rate
Annual revenue uplift = Converted new AUM × Revenue rate
These are illustrative estimates based on your inputs. Actual results depend on advisor capacity, client segment, and solution configuration. Cashmere recommends reviewing these assumptions with your team before using in a business case.
Advisor Productivity
Beyond revenue, Cashmere reduces the manual research time advisors spend on meeting prep, prospect research, and cross-sell identification. Model the time savings below.
Total advisors, RMs, or bankers who would actively use Cashmere briefings and enrichment.
Industry benchmark with Cashmere: 4–10 hours/week saved across meeting prep, research, and opportunity identification. Conservative default used here.
All-in cost per hour including salary, benefits, and allocated overhead. Typical range: $75–$200 for mid-market advisor teams.
Your estimated opportunity
A Cashmere team member will walk through a scoped analysis for your institution.
Industry benchmark assumptions
The default values above are based on publicly available industry benchmarks. Adjust to reflect your firm's actuals.
Get a scoped analysis for your institution
The calculator gives you a starting point. A Cashmere team member can model the opportunity using your actual client data and firm context — confidentially, before you commit to anything.