MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Curinos One Banker Enablement for Salesforce

By Curinos

Real-time decision intelligence that turns customer data into banker action

No Ratings
Paid Add-On Required  

Payment required for external services or products

Try It
Industries
Financial Services
Business Need
Sales Intelligence
Field Service
Marketing Intelligence
Requires
Sales Cloud

Curinos One Banker Enablement transforms static CRM records into real-time, behavior-driven guidance – giving frontline bankers the context, clarity and confidence to act on every customer opportunity.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud

App Details

Version
Curinos CRM/var 1.31.0 1.31.0
Listed On
06/25/2026
Latest Release
06/25/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/18/2026

Additional Details

Curinos One Banker Enablement for Salesforce gives frontline bankers the decision intelligence they need, right inside their existing Salesforce workflow. By transforming static customer records into real-time, behavior-driven guidance, it eliminates the guesswork that slows bankers down and replaces it with clarity, context, and confidence. The application delivers three core capabilities: 1. Actionable, explainable recommendations: Data-driven leads powered by Curinos' proprietary analytics, with the reasoning behind each suggestion so bankers understand what to present and why. 2. Deeper relationship intelligence: Uncover high-value opportunities grounded in Curinos' behavioral signals and industry benchmarks, moving bankers from reactive service to proactive growth. 3. A unified customer view: Curinos insights are embedded directly into Salesforce, giving bankers a true 360-degree picture of each customer without toggling across tools or tabs.

Need help?

Curinos

Reach out to get Curinos One Banker Enablement for Salesforce activated for your team!

Other ResourcesEmailTerms & Conditions