Curvo
solutions / Financial Services

Drive sales performance and differentiate your process with Curvo

Curvo enables financial reps and advisors to speak with authority across your entire product suite. Execute complex institutional sales cycles with higher rigour and eliminate administrative compliance overhead.

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Trusted by high-growth scale ups to
Fortune 500 organisations

hr tech products

Discovery that sounds like it’s from inside the industry, not outside it.

Generic B2B discovery misses what actually matters in financial services—regulatory frameworks, AUM, core banking systems, risk appetite, and compliance standards.

Curvo's Revenue Brain builds playbooks from your top performers' real calls, surfacing the exact discovery questions needed to uncover institutional buyer needs on every call.

Wealth & Asset Management

Wealth & Asset Management

Commercial & Retail Banking

Commercial & Retail Banking

Lending & Credit Solutions

Lending & Credit Solutions

Fintech & Payment Infrastructure

Fintech & Payment Infrastructure

Capital Markets & Treasury

Capital Markets & Treasury

Risk, Regulatory & Compliance

Risk, Regulatory & Compliance

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use cases

Revenue Intelligence for Financial Services

Deal risk, flagged before it costs you the deal
Deal risk, flagged before it costs you the deal

Deal risk, flagged before it costs you the deal

When a prospect's hiring slows, budget is often the first thing cut - not because your product's weaker, but because of timing nobody controls. Curvo surfaces budget and timing signals the moment they're mentioned on a call, so reps can react while there's still a deal to save.

CRM hygiene, solved automatically
CRM hygiene, solved automatically

CRM hygiene, solved automatically

The real complaint isn't the product, it's the admin after every call. Curvo pushes notes, MEDDPICC scoring, and next steps into Salesforce or HubSpot automatically, bidirectionally - no manual cleanup required.

Conviction to sell the whole portfolio
Conviction to sell the whole portfolio

Conviction to sell the whole portfolio

Curvo surfaces exactly which products are pitched on every call, live and visible to managers, so platform-selling is something you can see happening, not just a slide that reverts to habit once the call starts.

The compliant answer, right when scrutiny hits
The compliant answer, right when scrutiny hits

The compliant answer, right when scrutiny hits

When a buyer asks about bias, explainability, or data governance, Coach surfaces the language your team has actually used to win that objection before, not a generic compliance statement.

products

The only platform built to act while the deal is still live. Agents activated < 500ms

Every rep paired with a team of agents handling the CRM, the follow-up, the research so reps spend their time on the part only a human can do: the conversation itself.

Capture every sales conversation and deploy execution agents.

Capture every sales conversation and deploy execution agents.

Curvo captures every sales conversation, derives insight on what to execute. Risks and next steps are captured. Leadership and reps make more informed decisions to win more deals.

Revenue Intelligence
Practice on the deals 
that actually matter

Practice on the deals 
that actually matter

Curvo identifies enablement gaps across your sales teams. Then coaches reps in low-stakes AI roleplays, followed by live in-call coaching . Replicate the wisdom of leadership and your top performers to level up your whole sales team.

Curvo Coach
Agents for every signal in your pipeline

Agents for every signal in your pipeline

Connect your whole revenue stack and deploy 100+ specialist agents from the Agent Cafe, working inside the tools your team already uses. Real-time execution, driven by signals across the pipeline, the right agent fires the moment it's needed, not after the fact.

Curvo Agent Studio
Self-updating sales playbook built on Curvo’s knowledge graph

Self-updating sales playbook built on Curvo’s knowledge graph

Revenue teams are moving faster than ever before. Static playbooks, PDFs and collateral that collects dust is off the past. Curvo’s builds a unified context layer across all your collateral, conversations, CRM records to self-update a winning playbook of what’s actually working.

Curvo Revenue Brain
Privacy

Private by design.
Secure by default

Choose botless or meeting bot

Choose botless or meeting bot

Choose botless capture with no visible participant or a visible meeting bot.

Enterprise-grade encryption

Enterprise-grade encryption

All data is encrypted in transit with TLS 1.3 and at rest with AES-256. Your knowledge sources and call data are protected to the highest industry standard.

Your data does not train AI models

Your data does not train AI models

Customer data is not used to train AI models. Your calls, documents, and deal data remain yours.

SOC 2 Certified

SOC 2 Certified

Independently audited and certified. Your security team will have everything they need.

Accelerate your sales transformation with Curvo

Curvo is the launchpad for revenue agents. Capturing every conversation, executing across the sales cycle and delivering full observability into what wins.

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