A working model of your institution

Cashmere builds an ontology — a semantic layer that names the entities in your business, the relationships between them, and the actions you can take. It's how disconnected systems finally speak a common language, and how raw data becomes intelligence you can act on.

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The semantic layer

Named the way your firm actually thinks

An ontology is the standardized vocabulary of your organization — its nouns and its verbs. Rather than forcing your systems to conform to a predefined schema, Cashmere names what actually exists and how things connect: a client belongs to a household, is employed by a company, is advised by a relationship manager, and holds accounts.

One shared language across every system
Once the semantic layer exists, disconnected platforms can speak a common language — and the full picture of a relationship comes into focus.

Entities, relationships, actions

Every ontology is built from three primitives — the building blocks of how your business works.

Nouns

Entities

The things that matter to your firm — clients, households, companies, advisors, accounts, products — named and resolved into one durable record each.

Verbs

Relationships

How entities connect — who owns what, who advises whom, which households roll up to which institutions. The connective tissue isolated systems can't see.

Outcomes

Actions

What can be done — outreach, cross-sell, risk review, advisor assignment. The ontology makes every action grounded, contextual, and ready to automate.

Co-built

Grounded in how you actually operate

Financial institutions run on undocumented workflows and tribal knowledge — not on the idealized processes in a system diagram. Cashmere builds your ontology on that reality, working alongside your teams to encode the business logic that makes your firm distinct.

Your operations, not a generic template
Off-the-shelf data products can't reflect how your firm defines a household, a relationship, or an opportunity. The ontology can.
Living, not static
As your business evolves, the ontology evolves with it — new entities, relationships, and actions slot into the same shared model.
Why it matters

See the patterns no system can see alone

Without semantic alignment, an institution operates on a fraction of what its data actually contains. With an ontology in place, Cashmere recognizes patterns across domains — linking payment behavior to risk signals to life events — so the intelligence hidden in your systems finally surfaces.

Cross-domain by design
A liquidity event, a held-away asset, and an executive promotion stop being isolated records and become one connected story.
See it across the platform