Six solutions covering the full growth and client lifecycle — each powered by the Cashmere intelligence platform and designed for the specific dynamics of Banks, RIAs, Insurance, and Fintech.
Your client base holds more potential than your CRM reveals. Most firms see only a fraction of their clients' total investable assets — critical signals live outside the CRM and remain invisible. Cashmere continuously profiles your client book against external wealth signals so your advisors know who to call and what to offer.
Identify new revenue opportunities across your existing book
Sample output. Data is illustrative; client names are fictional.
Stop cold prospecting and start showing up with the right context. Cashmere identifies decision makers at target companies — CFOs, Treasurers, Benefits Managers — and enriches them with relationship intelligence so your team arrives informed, not empty-handed.
Know who to call and exactly when to reach out
Build precision audiences for wealth management campaigns using enriched behavioral and financial signals — not just demographics. Cashmere segments your client database by wealth tier, life stage, product affinity, and risk profile so marketing speaks to the right people with the right message.
Improve campaign relevance with enriched audience intelligence
Walk into every client meeting knowing what matters. Cashmere generates an AI briefing before each meeting — synthesizing recent life events, financial signals, trigger moments, and conversation history into a concise brief your advisors can review in two minutes.
Better prepared advisors, stronger client relationships
Sample briefing. Client name and details are fictional — illustrative only.
Surface personalized financial strategies for each client based on their complete profile — not just what's in the CRM, but everything Cashmere knows about their wealth, life stage, goals, and financial signals. Advisors spend less time researching and more time advising.
Personalized strategy for every client in your book
Pair new prospects with the right advisor from day one. Cashmere's matching model considers advisor expertise, communication style, specialization, portfolio focus, and client profile signals to optimize for long-term relationship quality — not just availability.
Better matches lead to longer, more valuable client relationships
Cashmere is purpose-built for the data complexity, regulatory environment, and client relationship dynamics unique to financial services — not adapted from a generic B2B data product.
Commercial and retail banks use Cashmere to unify fragmented data across core banking, CRM, and loan origination systems — then surface cross-sell opportunities and trigger-event alerts for relationship managers before competitors act. Cashmere integrates directly into existing banker workflows without replacing core infrastructure.
RIAs and wealth managers use Cashmere to understand the full financial picture of every client — not just AUM — and deliver the kind of personalized service that justifies premium fees. Meeting intelligence briefings, wealth signal monitoring, and advisor-matching capabilities help advisors build deeper relationships and grow assets under management organically.
Insurance carriers and agencies use Cashmere to enrich policyholder records with wealth tier, life event signals, and financial context — enabling smarter cross-sell campaigns, better audience segmentation for high-net-worth products, and timely outreach triggered by life changes like home purchases, business exits, and inheritance events.
Fintech platforms use Cashmere's API and data warehouse connectors to enrich user profiles at onboarding, power advisor-matching logic, and build precision segments for targeted product activation. Whether you're serving mass-affluent consumers or SMB owners, Cashmere provides the external intelligence layer that turns sign-up data into actionable profiles.
Request a personalized demo and see which solutions fit your firm's specific growth and client intelligence challenges.
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