Deeper People Insights
A new approach to discovering, engaging, and growing relationships
Connect the dots across siloed data and uncover richer profiles for both prospects and clients. Cashmere delivers real-time, people-based insights that enhance advisor, sales, and marketing workflows — all from a single platform.
Clean, reliable people records
Establish a trusted foundation by fixing what is missing, stale, or inconsistent. Cashmere continuously fills gaps, resolves identities, normalizes attributes, and keeps records accurate at scale, so every profile starts from truth.
Complete the human context
Move beyond surface-level attributes to understand who someone really is. Cashmere enriches records with longitudinal background data like career history, assets, and location signals, creating depth without manual research.
Turn data into understanding
Raw information becomes valuable only when it is interpreted. Cashmere models purchasing power, influence, and relevance by reasoning across signals, surfacing probabilities and next-best actions instead of static fields.
Activate intelligence with your data
The final layer blends external insight with your internal signals. By combining enrichment with engagement, behavior, and relationship history, Cashmere enables adaptive models and workflows unique to your firm.
