Ideal Client Profile (ICP) Mapping
Ingests existing client and prospect data to learn which client attributes are most important for you.
Intelligent Ranking
Ranks potential prospects from 1-10, with 10s representing perfect Advisor-Client matches and 1s being unlikely to convert.
Configurable Engagement Preferences
Set thresholds for which scores are surfaced and which are filtered out. Automate engagement with lower-likelihood matches and spend more time in-person with the best prospects.
Continuous Learning
Cashmere ingests engagement and outcome data to learn which prospect attributes are most important for you and updates its weightings as they evolve over time.
