Enrich

AI-powered context to prioritize prospects and convert more leads

Stop wasting time on the wrong prospects. Our algorithms prioritize and match prospects with the highest likelihood of conversion, ensuring you have the context and confidence to win your next client.

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360º Attribute Mapping

Build a deep understanding of your prospects

Cashmere’s engine takes data from dozens of sources to develop a full picture of the prospect across a range of attributes.

Contextual Profile

Add color and firm-specific context to round out the profile

Our comprehensive profiles add color to our 360º data with information like priority scoring, shared background, mutual connections, and more.

Optimal Matching

Ensures each lead is winnable

Other lead gen platforms share the same leads with every advisor, leading to more competition as everyone competes to win the client. Cashmere’s engine drives Optimal Matching to ensure the right prospect is surfaced to the advisor who is most likely to convert the lead - meaning you’re the only advisor receiving the leads in your feed.

Learn more about Priority Score

360º Attribute Mapping

Build a deep understanding of your prospects

Cashmere’s engine takes data from dozens of sources to develop a full picture of the prospect across a range of attributes.

Contextual Profile

Add color and firm-specific context to round out the profile

Our comprehensive profiles add color to our 360º data with information like priority scoring, shared background, mutual connections, and more.

Optimal Matching

Ensures each lead is winnable

Other lead gen platforms share the same leads with every advisor, leading to more competition as everyone competes to win the client. Cashmere’s engine drives Optimal Matching to ensure the right prospect is surfaced to the advisor who is most likely to convert the lead - meaning you’re the only advisor receiving the leads in your feed.

Learn more about Cashmere Score

Enrichment fields we support

Personal

• Emails

• Phone Numbers

• LinkedIn URL

• Race

• Age

• Gender

• Education History

• Family Status

• Relatives

• Address

• City

• State

• Zip

• Home Value

Professional

• Work history

• Income

• Net worth

• Company events

• Fundraising

• IPO

• M&A / Sale

• SMB ownership

Proprietary

• Client similarity score

• Background overlaps

• Priority Score

• Assigned Advisor

• Wealth trajectory

• Mutual Connections

Elevate Your Engagement

Enhance connections with AI-driven, personalized communication strategies.

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