Summary

    12 slides

    Cashmere Deck - Page #1 - Title Slide
    Title
    Cashmere Deck - Page #2 - Team Slide
    Team
    Cashmere Deck - Page #3 - Problem Slide
    Problem
    Cashmere Deck - Page #4 - Problem Slide
    Problem
    Cashmere Deck - Page #5 - Solution Slide
    Solution
    Cashmere Deck - Page #6 - Product Slide
    Product

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    Cashmere

    cashmereai.com | Finance, AI
    Year2024
    RoundSeed
    Amount$3.6M
    Story
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    Title

    1 slide

    Introducing Cashmere, the intelligent prospecting platform designed specifically for wealth management and financial services.

    Team

    1 slide

    Meet our powerhouse team of experts from top institutions, including experienced leaders in technology and machine learning.

    Problem

    2 slides

    We face a significant challenge in wealth management; identifying the right prospects at the right time is complex and resource-intensive, particularly when 85 trillion dollars is expected to change hands in the next decade.

    Solution

    1 slide

    Cashmere is here to revolutionize the way wealth managers engage with prospects through a comprehensive, AI-driven prospecting platform.

    Product

    5 slides

    With features such as real-time identification, enrichment of data, optimized matching, scalable engagement tools, and seamless integration into existing systems, Cashmere empowers financial advisors to enhance their outreach and efficiency.

    Traction

    1 slide

    Our platform is already demonstrating remarkable success, with clients like UBS generating over 25 million dollars in new assets under management within just six months.

    Closing Slide

    1 slide

    Join us on this journey to transform wealth management through intelligent prospecting. Reach out at hello@cashmereai.com.