Cashmere AI | Client Acquisition for Wealth

Engage

Improve engagement and increase conversion

Deliver personalized, timely, and effective communications to your prospects with AI-driven engagement strategies

Save Time

Automated Outreach

Cashmere automates the entire outreach process, from crafting messages to delivering them through the optimal channels, without manual intervention.

Increase Engagement

Intelligent Channel Selection

Our AI selects the most effective engagement channels for each prospect, ensuring your message reaches them where they are most likely to respond.

Drive Conversion

Personalized Templates

Highly personalized outreach templates for email or LinkedIn that resonate with your prospects based on configurable prospect archetypes.

Scale Reach

AI-Generated Content

Utilize AI-generated content for your outreach messages, ensuring relevance and engagement with your prospects.

Multi-Channel Support

Customizable Cross-Channel Outreach

Configure and optimize email drip campaigns directly through Cashmere or with existing otubound email solutions

Ad Managers

Customize and refine prospect segments and integrate with Ad managers to reach high likelihood target audiences

Benefits

Fully integrated and configurable

Flexibility to evolve as your needs and priorities change.

Data Integration

Integrate your CRM and marketing tools to centralize and streamline your outreach efforts.

Campaign Management

Create and customize your outreach campaigns using AI-driven templates and content suggestions.

Configurable Delivery

Configure the delivery of your outreach messages through the best channels and times selected by our AI for optimal engagement.

Performance Tracking

Track the performance of your outreach campaigns. Cashmere’s machine learning models only get smarter over time.