Uncover the hidden wealth your CRM cannot see

Cashmere uncovers hidden wealth signals across your client base, revealing opportunities your CRM cannot see.

Discover the wealth hiding in your existing book

Your client base holds more potential than your CRM reveals.

Connect the dots early

Most firms see only a fraction of their clients' total investable assets. Critical signals live outside the CRM and remain invisible.

Profile your book against strong signals

Cashmere continuously checks your client base against external wealth signals — asset ownership, income changes, business equity, and inheritance events — surfacing clients with significant unmet potential.

Engage with precision and timing

Develop a bottoms-up understanding of each client and a top-down map of each segment. Enable targeted engagement the right way, on an individual and audience basis.