Identify

Right Prospect. Right Time.

Cashmere's Identify module analyzes massive amounts of visible and invisible data to surface the perfect prospect with the click of a button.

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Trigger Events

Find the Most Receptive Prospects

Clients typically seek wealth management services in response to specific financial or life events. Cashmere’s proprietary Trigger Event model monitors these events in real-time, maximizing the likelihood that a lead will be open to engaging.

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Data Feed Creation

Build Custom Data Feeds

Define the exact type of client profile you want to see based on on personal, professional and demographic attributes. Manage these feeds directly in your existing systems with Cashmere API or through the Cashmere Portal.

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Consolidated Data

Save Time With Unified Data

Stop combing through multiple systems just to find a lead. Cashmere seamlessly integrates prospecting information from diverse sources, ensuring you have a holistic view of potential clients for precision-driven outreach.

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Real-Time Updates

Stay on Top of Prospects and Clients

Cashmere provides ongoing monitoring to alert you when prospects or existing clients experience trigger events, so you’ll always be up to date. From something as simple as a birthday to as difficult as a death in the family, Cashmere’s real-time updates help advisors show up for their clients.

Boost your conversion rate

Unlock AI-powered insights to focus on prospects that matter most.

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