"We spent a lot of time talking to wealth managers, and there was a consistent narrative about the lack of tech solutions for client acquisition; this is an industry that has relied on word of mouth," Farbod Nowzad, CEO at Cashmere, told Business Insider.
"We're going to be really investing in engineering as well as in customer success as we ensure we're taking advantage of the data," Nowzad added. "We've had a steady stream of clients that are seeing results through our approach, which automates client acquisition as well as streamlining the subsequent outreach."
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